VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

ASM International N.V. vs United Parcel Service, Inc.

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

United Parcel Service, Inc.

UPS · New York Stock Exchange

Market cap (USD)$86.5B
SectorIndustrials
CountryUS
Data as of2025-12-22
Moat score
72/ 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 United Parcel Service, Inc.'s moat claims, evidence, and risks.

View UPS analysis

Comparison highlights

  • Moat score gap: ASM International N.V. leads (74 / 100 vs 72 / 100 for United Parcel Service, Inc.).
  • Segment focus: ASM International N.V. has 3 segments; United Parcel Service, Inc. has 3 segments (66.3% in U.S. Domestic Package).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: n/a vs Moderate.
  • Moat breadth: ASM International N.V. has 5 moat types across 3 domains; United Parcel Service, Inc. 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

United Parcel Service, Inc.

U.S. Domestic Package

Market

U.S. small parcel and time-definite package delivery

Geography

United States

Customer

B2B and B2C shippers (including e-commerce)

Role

Integrated parcel carrier (pickup, sort, linehaul, last-mile)

Revenue share

66.3%

Side-by-side metrics

ASM International N.V.
United Parcel Service, Inc.
Ticker / Exchange
ASM - Euronext Amsterdam
UPS - New York Stock Exchange
Market cap (USD)
n/a
$86.5B
Sector
Technology
Industrials
HQ country
NL
US
Primary segment
ALD equipment
U.S. Domestic Package
Market structure
Quasi-Monopoly
Oligopoly
Market share
55%-60% (reported)
34.3% (reported)
HHI estimate
n/a
2,639
Pricing power
n/a
Moderate
Moat score
74 / 100
72 / 100
Moat domains
Supply, Demand, Legal
Supply, Financial, Demand
Last update
2025-12-29
2025-12-22

Moat coverage

Shared moat types

Service Field Network

ASM International N.V. strengths

Learning Curve YieldDesign In QualificationIP Choke PointInstalled Base Consumables

United Parcel Service, Inc. strengths

Physical Network DensityScale Economies Unit CostBenchmark Pricing PowerData Workflow LockinBrand TrustOperational ExcellenceScope 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

United Parcel Service, Inc. segments

Full profile >

U.S. Domestic Package

Oligopoly

66.3%

International Package

Oligopoly

19.7%

Supply Chain Solutions

Competitive

14%

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.