VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

ASM International N.V. vs Hermes International Societe en commandite par actions

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

Hermes International Societe en commandite par actions

RMS · Euronext Paris

Market cap (USD)$261.7B
SectorConsumer
CountryFR
Data as of2025-12-30
Moat score
79/ 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 Hermes International Societe en commandite par actions's moat claims, evidence, and risks.

View RMS analysis

Comparison highlights

  • Moat score gap: Hermes International Societe en commandite par actions leads (79 / 100 vs 74 / 100 for ASM International N.V.).
  • Segment focus: ASM International N.V. has 3 segments; Hermes International Societe en commandite par actions has 7 segments (42.6% in Leather Goods and Saddlery).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: n/a vs Strong.
  • Moat breadth: ASM International N.V. has 5 moat types across 3 domains; Hermes International Societe en commandite par actions has 5 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

Hermes International Societe en commandite par actions

Leather Goods and Saddlery

Market

Ultra-premium leather goods and luxury handbags

Geography

Global

Customer

Affluent consumers

Role

Brand owner, artisan manufacturer, direct retailer

Revenue share

42.6%

Side-by-side metrics

ASM International N.V.
Hermes International Societe en commandite par actions
Ticker / Exchange
ASM - Euronext Amsterdam
RMS - Euronext Paris
Market cap (USD)
n/a
$261.7B
Sector
Technology
Consumer
HQ country
NL
FR
Primary segment
ALD equipment
Leather Goods and Saddlery
Market structure
Quasi-Monopoly
Oligopoly
Market share
55%-60% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
n/a
Strong
Moat score
74 / 100
79 / 100
Moat domains
Supply, Demand, Legal
Demand, Supply
Last update
2025-12-29
2025-12-30

Moat coverage

Shared moat types

No overlap yet.

ASM International N.V. strengths

Learning Curve YieldDesign In QualificationIP Choke PointInstalled Base ConsumablesService Field Network

Hermes International Societe en commandite par actions strengths

Brand TrustCapacity MoatSupply Chain ControlDistribution ControlOperational 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

Hermes International Societe en commandite par actions segments

Full profile >

Leather Goods and Saddlery

Oligopoly

42.6%

Ready-to-wear and Accessories

Competitive

29%

Silk and Textiles

Competitive

6.3%

Other Hermes sectors (Jewelry, Home, etc.)

Competitive

12.6%

Perfume and Beauty

Competitive

3.5%

Watches

Competitive

3.8%

Other products (Third-party production)

Competitive

2.2%

Want the full wide moat stocks list?

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

View the moat stocks list

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.