VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

ASM International N.V. vs The Sherwin-Williams Company

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

The Sherwin-Williams Company

SHW · New York Stock Exchange

Market cap (USD)$80.4B
SectorMaterials
CountryUS
Data as of2025-12-31
Moat score
84/ 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 The Sherwin-Williams Company's moat claims, evidence, and risks.

View SHW analysis

Comparison highlights

  • Moat score gap: The Sherwin-Williams Company leads (84 / 100 vs 74 / 100 for ASM International N.V.).
  • Segment focus: ASM International N.V. has 3 segments; The Sherwin-Williams Company has 3 segments (57.1% in Paint Stores Group).
  • Primary market structure: Quasi-Monopoly vs Quasi-Monopoly. Pricing power: n/a vs Strong.
  • Moat breadth: ASM International N.V. has 5 moat types across 3 domains; The Sherwin-Williams Company has 6 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

The Sherwin-Williams Company

Paint Stores Group

Market

Company-operated paint & coatings retail (architectural + related products)

Geography

United States, Canada, Caribbean

Customer

Professional contractors and DIY homeowners

Role

Manufacturer-owned retail / distribution

Revenue share

57.1%

Side-by-side metrics

ASM International N.V.
The Sherwin-Williams Company
Ticker / Exchange
ASM - Euronext Amsterdam
SHW - New York Stock Exchange
Market cap (USD)
n/a
$80.4B
Sector
Technology
Materials
HQ country
NL
US
Primary segment
ALD equipment
Paint Stores Group
Market structure
Quasi-Monopoly
Quasi-Monopoly
Market share
55%-60% (reported)
69.4% (estimated)
HHI estimate
n/a
n/a
Pricing power
n/a
Strong
Moat score
74 / 100
84 / 100
Moat domains
Supply, Demand, Legal
Supply, Demand, Legal
Last update
2025-12-29
2025-12-31

Moat coverage

Shared moat types

Service Field Network

ASM International N.V. strengths

Learning Curve YieldDesign In QualificationIP Choke PointInstalled Base Consumables

The Sherwin-Williams Company strengths

Distribution ControlBrand TrustScope EconomiesSwitching Costs GeneralCompliance Advantage

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

The Sherwin-Williams Company segments

Full profile >

Paint Stores Group

Quasi-Monopoly

57.1%

Consumer Brands Group

Oligopoly

13.5%

Performance Coatings Group

Oligopoly

29.4%

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.