VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

ASM International N.V. vs Prosus N.V.

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

Prosus N.V.

PRX · Euronext Amsterdam

Market cap (USD)$135.6B
SectorTechnology
CountryNL
Data as of2025-12-28
Moat score
49/ 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 Prosus N.V.'s moat claims, evidence, and risks.

View PRX analysis

Comparison highlights

  • Moat score gap: ASM International N.V. leads (74 / 100 vs 49 / 100 for Prosus N.V.).
  • Segment focus: ASM International N.V. has 3 segments; Prosus N.V. has 5 segments (40.3% in Etail (eMAG marketplace + fulfillment)).
  • 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; Prosus N.V. has 7 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

Prosus N.V.

Etail (eMAG marketplace + fulfillment)

Market

Online retail marketplace and fulfillment in Central & Eastern Europe

Geography

Romania, Hungary and other CEE markets

Customer

Consumers; marketplace sellers; brands

Role

Marketplace + first-party retail + logistics

Revenue share

40.3%

Side-by-side metrics

ASM International N.V.
Prosus N.V.
Ticker / Exchange
ASM - Euronext Amsterdam
PRX - Euronext Amsterdam
Market cap (USD)
n/a
$135.6B
Sector
Technology
Technology
HQ country
NL
NL
Primary segment
ALD equipment
Etail (eMAG marketplace + fulfillment)
Market structure
Quasi-Monopoly
Competitive
Market share
55%-60% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
n/a
Weak
Moat score
74 / 100
49 / 100
Moat domains
Supply, Demand, Legal
Network, Supply, Demand
Last update
2025-12-29
2025-12-28

Moat coverage

Shared moat types

Design In Qualification

ASM International N.V. strengths

Learning Curve YieldIP Choke PointInstalled Base ConsumablesService Field Network

Prosus N.V. strengths

Two Sided NetworkPhysical Network DensityHabit DefaultBrand TrustScale Economies Unit CostScope 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

Prosus N.V. segments

Full profile >

Food Delivery (iFood ecosystem + delivery investments)

Oligopoly

21%

Classifieds (OLX Group)

Oligopoly

12.7%

Payments & Fintech (PayU, Iyzico)

Competitive

21%

Etail (eMAG marketplace + fulfillment)

Competitive

40.3%

Ecosystem & Other ecommerce (cross-portfolio synergies, ventures)

Competitive

5%

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.