VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

ASM International N.V. vs Waste Management, 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

Waste Management, Inc.

WM · New York Stock Exchange

Market cap (USD)
SectorIndustrials
CountryUS
Data as of2025-12-31
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 Waste Management, Inc.'s moat claims, evidence, and risks.

View WM analysis

Comparison highlights

  • Moat score gap: Waste Management, Inc. leads (79 / 100 vs 74 / 100 for ASM International N.V.).
  • Segment focus: ASM International N.V. has 3 segments; Waste Management, Inc. has 4 segments (82.2% in Collection and Disposal).
  • 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; Waste Management, Inc. 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

Waste Management, Inc.

Collection and Disposal

Market

Municipal, commercial, and industrial solid waste collection, transfer, and landfill disposal

Geography

North America (primarily US and Canada)

Customer

Municipalities and end-customers (residential, commercial, industrial) via direct and contract channels

Role

Integrated hauler + transfer + landfill owner/operator

Revenue share

82.2%

Side-by-side metrics

ASM International N.V.
Waste Management, Inc.
Ticker / Exchange
ASM - Euronext Amsterdam
WM - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Technology
Industrials
HQ country
NL
US
Primary segment
ALD equipment
Collection and Disposal
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
Legal, Supply, Demand
Last update
2025-12-29
2025-12-31

Moat coverage

Shared moat types

No overlap yet.

ASM International N.V. strengths

Learning Curve YieldDesign In QualificationIP Choke PointInstalled Base ConsumablesService Field Network

Waste Management, Inc. strengths

Permits Rights Of WayCapacity MoatPricing power via yield management and contracted rate actionsOperational ExcellencePreferential Input AccessRegulated Standards PipePhysical Network Density

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

Waste Management, Inc. segments

Full profile >

Collection and Disposal

Oligopoly

82.2%

Recycling Processing and Sales

Competitive

6%

WM Renewable Energy

Competitive

1.7%

WM Healthcare Solutions

Oligopoly

10%

Want the full wide moat stocks list?

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

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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.