VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

ASM International N.V. vs Floor & Decor Holdings, Inc.

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)$30.5B
Gross margin (TTM)51.9%
Operating margin (TTM)30.1%
Net margin (TTM)23.9%
SectorTechnology
IndustrySemiconductors
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

Floor & Decor Holdings, Inc.

FND · New York Stock Exchange

Market cap (USD)$7.8B
Gross margin (TTM)42.4%
Operating margin (TTM)6.1%
Net margin (TTM)4.7%
SectorConsumer
IndustryHome Improvement
CountryUS
Data as of2026-01-08
Moat score
55/ 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 Floor & Decor Holdings, Inc.'s moat claims, evidence, and risks.

View FND analysis

Comparison highlights

  • Moat score gap: ASM International N.V. leads (74 / 100 vs 55 / 100 for Floor & Decor Holdings, Inc.).
  • Segment focus: ASM International N.V. has 3 segments; Floor & Decor Holdings, Inc. has 2 segments (95% in Floor & Decor Retail).
  • Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: n/a vs Weak.
  • Moat breadth: ASM International N.V. has 5 moat types across 3 domains; Floor & Decor Holdings, Inc. has 6 across 2.

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

Floor & Decor Holdings, Inc.

Floor & Decor Retail

Market

U.S. retail hard-surface flooring and accessories

Geography

United States

Customer

Homeowners (DIY/BIY) and professional installers (Pros)

Role

Specialty retailer (warehouse-format stores + e-commerce)

Revenue share

95%

Side-by-side metrics

ASM International N.V.
Floor & Decor Holdings, Inc.
Ticker / Exchange
ASM - Euronext Amsterdam
FND - New York Stock Exchange
Market cap (USD)
$30.5B
$7.8B
Gross margin (TTM)
51.9%
42.4%
Operating margin (TTM)
30.1%
6.1%
Net margin (TTM)
23.9%
4.7%
Sector
Technology
Consumer
Industry
Semiconductors
Home Improvement
HQ country
NL
US
Primary segment
ALD equipment
Floor & Decor Retail
Market structure
Quasi-Monopoly
Competitive
Market share
55%-60% (reported)
9%-11% (reported)
HHI estimate
n/a
n/a
Pricing power
n/a
Weak
Moat score
74 / 100
55 / 100
Moat domains
Supply, Demand, Legal
Supply, Demand
Last update
2025-12-29
2026-01-08

Moat coverage

Shared moat types

No overlap yet.

ASM International N.V. strengths

Learning Curve YieldDesign In QualificationIP Choke PointInstalled Base ConsumablesService Field Network

Floor & Decor Holdings, Inc. strengths

Scale Economies Unit CostDistribution ControlScope EconomiesBrand TrustProcurement InertiaOperational Excellence

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

Floor & Decor Holdings, Inc. segments

Full profile >

Floor & Decor Retail

Competitive

95%

Spartan (Commercial surfaces)

Competitive

5%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.