VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

ASM International N.V. vs Sartorius Stedim Biotech S.A.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

ASM International N.V.

ASM · Euronext Amsterdam

Market cap (USD)
SectorTechnology
CountryNL
Data as of2025-12-29
Moat score
74/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into ASM International N.V.'s moat claims, evidence, and risks.

View ASM analysis

Sartorius Stedim Biotech S.A.

DIM · Euronext Paris

Market cap (USD)$23.6B
SectorHealthcare
CountryFR
Data as of2025-12-28
Moat score
80/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Sartorius Stedim Biotech S.A.'s moat claims, evidence, and risks.

View DIM analysis

Comparison highlights

  • Moat score gap: Sartorius Stedim Biotech S.A. leads (80 / 100 vs 74 / 100 for ASM International N.V.).
  • Segment focus: ASM International N.V. has 3 segments; Sartorius Stedim Biotech S.A. has 2 segments (75% in Sterile single-use bioprocessing consumables).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: n/a vs Strong.
  • Moat breadth: ASM International N.V. has 5 moat types across 3 domains; Sartorius Stedim Biotech S.A. has 6 across 3.

Primary market context

ASM International N.V.

ALD equipment

Market

Single-wafer atomic layer deposition (ALD) equipment for semiconductor manufacturing

Geography

Global

Customer

Semiconductor manufacturers (logic/foundry, memory)

Role

Wafer fab equipment supplier

Sartorius Stedim Biotech S.A.

Sterile single-use bioprocessing consumables

Market

Sterile single-use bioprocessing consumables (bags, filters, fluid management components)

Geography

Global

Customer

Biopharmaceutical manufacturers and CDMOs

Role

Consumables supplier (single-use)

Revenue share

75%

Side-by-side metrics

ASM International N.V.
Sartorius Stedim Biotech S.A.
Ticker / Exchange
ASM - Euronext Amsterdam
DIM - Euronext Paris
Market cap (USD)
n/a
$23.6B
Sector
Technology
Healthcare
HQ country
NL
FR
Primary segment
ALD equipment
Sterile single-use bioprocessing consumables
Market structure
Quasi-Monopoly
Oligopoly
Market share
55%-60% (reported)
10%-25% (implied)
HHI estimate
n/a
n/a
Pricing power
n/a
Strong
Moat score
74 / 100
80 / 100
Moat domains
Supply, Demand, Legal
Demand, Supply, Legal
Last update
2025-12-29
2025-12-28

Moat coverage

Shared moat types

Learning Curve YieldDesign In QualificationInstalled Base Consumables

ASM International N.V. strengths

IP Choke PointService Field Network

Sartorius Stedim Biotech S.A. strengths

Compliance AdvantageSuite BundlingCapex Knowhow Scale

Segment mix

ASM International N.V. segments

Full profile >

ALD equipment

Quasi-Monopoly

n/a

Silicon epitaxy equipment

Oligopoly

n/a

Spares and services

Quasi-Monopoly

n/a

Sartorius Stedim Biotech S.A. segments

Full profile >

Sterile single-use bioprocessing consumables

Oligopoly

75%

Bioprocessing equipment, systems, and software/services

Oligopoly

25%

Want the full wide moat stocks list?

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.