VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

ASM International N.V. vs MTU Aero Engines AG

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

MTU Aero Engines AG

MTX · Deutsche Boerse XETRA

Market cap (USD)
SectorIndustrials
CountryDE
Data as of2025-12-28
Moat score
61/ 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 MTU Aero Engines AG's moat claims, evidence, and risks.

View MTX analysis

Comparison highlights

  • Moat score gap: ASM International N.V. leads (74 / 100 vs 61 / 100 for MTU Aero Engines AG).
  • Segment focus: ASM International N.V. has 3 segments; MTU Aero Engines AG has 2 segments (67.4% in MRO business (commercial maintenance)).
  • 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; MTU Aero Engines AG has 8 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

MTU Aero Engines AG

MRO business (commercial maintenance)

Market

Commercial aircraft engine maintenance, repair and overhaul (engine MRO) and associated services

Geography

Global

Customer

Airlines, lessors and engine owners/operators

Role

Aftermarket service provider (engine shop visits, repairs, on-wing services, leasing/asset management)

Revenue share

67.4%

Side-by-side metrics

ASM International N.V.
MTU Aero Engines AG
Ticker / Exchange
ASM - Euronext Amsterdam
MTX - Deutsche Boerse XETRA
Market cap (USD)
n/a
n/a
Sector
Technology
Industrials
HQ country
NL
DE
Primary segment
ALD equipment
MRO business (commercial maintenance)
Market structure
Quasi-Monopoly
Competitive
Market share
55%-60% (reported)
10% (reported)
HHI estimate
n/a
n/a
Pricing power
n/a
Moderate
Moat score
74 / 100
61 / 100
Moat domains
Supply, Demand, Legal
Demand, Supply, Legal
Last update
2025-12-29
2025-12-28

Moat coverage

Shared moat types

Design In QualificationService Field Network

ASM International N.V. strengths

Learning Curve YieldIP Choke PointInstalled Base Consumables

MTU Aero Engines AG strengths

Scope EconomiesCapex Knowhow ScaleGovernment Contracting RelationshipsOperational ExcellencePreferential Input AccessLong Term Contracts

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

MTU Aero Engines AG segments

Full profile >

OEM business (commercial and military engine business)

Oligopoly

32.6%

MRO business (commercial maintenance)

Competitive

67.4%

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.