VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Thursday, January 8, 2026

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Stock Comparison

ASM International N.V. vs Judges Scientific plc

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

Judges Scientific plc

JDG · London Stock Exchange - AIM

Market cap (USD)—

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorTechnology

Industry—

CountryGB

Data as of2026-01-06

Moat score

63/ 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 Judges Scientific plc's moat claims, evidence, and risks.

View JDG analysis

Comparison highlights

Moat score gap: ASM International N.V. leads (74 / 100 vs 63 / 100 for Judges Scientific plc).
Segment focus: ASM International N.V. has 3 segments; Judges Scientific plc has 2 segments (51.7% in Vacuum).
Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: n/a vs Moderate.
Moat breadth: ASM International N.V. has 5 moat types across 3 domains; Judges Scientific plc has 3 across 1.

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

Judges Scientific plc

Vacuum

Market

Vacuum and surface-science related instrumentation (e.g., UHV/vacuum components and systems, thin-film/surface engineering adjacent tools)

Geography

Global

Customer

Research labs and high-tech manufacturing

Role

Equipment manufacturer

Revenue share

51.7%

Side-by-side metrics

ASM International N.V.

Judges Scientific plc

Ticker / Exchange

ASM - Euronext Amsterdam

JDG - London Stock Exchange - AIM

Market cap (USD)

$29.7B

n/a

Gross margin (TTM)

51.9%

n/a

Operating margin (TTM)

30.1%

n/a

Net margin (TTM)

23.9%

n/a

Sector

Technology

Industry

Semiconductors

n/a

HQ country

Primary segment

ALD equipment

Vacuum

Market structure

Quasi-Monopoly

Competitive

Market share

55%-60% (reported)

n/a

HHI estimate

n/a

Pricing power

n/a

Moderate

Moat score

74 / 100

63 / 100

Moat domains

Supply, Demand, Legal

Demand

Last update

2025-12-29

2026-01-06

Moat coverage

Shared moat types

No overlap yet.

ASM International N.V. strengths

Learning Curve YieldDesign In QualificationIP Choke PointInstalled Base ConsumablesService Field Network

Judges Scientific plc strengths

Brand TrustSwitching Costs GeneralBuy-and-build acquisition engine

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

Judges Scientific plc segments

Full profile >

Materials Sciences

Competitive

48.4%

Vacuum

Competitive

51.7%

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.