VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

ASM International N.V. vs Graco 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)$29.7B
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

Graco Inc.

GGG · New York Stock Exchange

Market cap (USD)$13.8B
Gross margin (TTM)52.3%
Operating margin (TTM)26.6%
Net margin (TTM)22.7%
SectorIndustrials
IndustryIndustrial - Machinery
CountryUS
Data as of2026-01-05
Moat score
67/ 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 Graco Inc.'s moat claims, evidence, and risks.

View GGG analysis

Comparison highlights

  • Moat score gap: ASM International N.V. leads (74 / 100 vs 67 / 100 for Graco Inc.).
  • Segment focus: ASM International N.V. has 3 segments; Graco Inc. has 3 segments (49.4% in Contractor).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: n/a vs Moderate.
  • Moat breadth: ASM International N.V. has 5 moat types across 3 domains; Graco Inc. has 7 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

Graco Inc.

Contractor

Market

Professional and prosumer paint/coatings application equipment (airless sprayers, texture sprayers, line stripers, plural-component proportioners)

Geography

Global

Customer

Professional contractors and trades; DIY consumers via retail channels

Role

Equipment OEM / brand owner

Revenue share

49.4%

Side-by-side metrics

ASM International N.V.
Graco Inc.
Ticker / Exchange
ASM - Euronext Amsterdam
GGG - New York Stock Exchange
Market cap (USD)
$29.7B
$13.8B
Gross margin (TTM)
51.9%
52.3%
Operating margin (TTM)
30.1%
26.6%
Net margin (TTM)
23.9%
22.7%
Sector
Technology
Industrials
Industry
Semiconductors
Industrial - Machinery
HQ country
NL
US
Primary segment
ALD equipment
Contractor
Market structure
Quasi-Monopoly
Oligopoly
Market share
55%-60% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
n/a
Moderate
Moat score
74 / 100
67 / 100
Moat domains
Supply, Demand, Legal
Demand, Supply
Last update
2025-12-29
2026-01-05

Moat coverage

Shared moat types

Design In QualificationInstalled Base ConsumablesService Field Network

ASM International N.V. strengths

Learning Curve YieldIP Choke Point

Graco Inc. strengths

Brand TrustDistribution ControlOperational ExcellenceScope Economies

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

Graco Inc. segments

Full profile >

Contractor

Oligopoly

49.4%

Industrial

Oligopoly

43.1%

Expansion Markets

Competitive

7.5%

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

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

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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.