VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Sunday, December 28, 2025

Stock Comparison

ASML Holding N.V. vs BAE Systems plc

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

ASML Holding N.V.

ASML · Euronext Amsterdam

Market cap (USD)$417.7B
SectorTechnology
CountryNL
Data as of2025-12-21
Moat score
76/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

BAE Systems plc

BA. · London Stock Exchange

Market cap (USD)
SectorIndustrials
CountryGB
Data as of2025-12-28
Moat score
75/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Side-by-side metrics

ASML Holding N.V.
BAE Systems plc
Ticker / Exchange
ASML - Euronext Amsterdam
BA. - London Stock Exchange
Market cap (USD)
$417.7B
n/a
Sector
Technology
Industrials
HQ country
NL
GB
Primary segment
Installed Base Management (service, upgrades, field options)
Electronic Systems
Market structure
Quasi-Monopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
76 / 100
75 / 100
Moat domains
Supply, Demand
Legal, Demand, Supply
Last update
2025-12-21
2025-12-28

Moat coverage

Shared moat types

Capex Knowhow ScaleSwitching Costs GeneralService Field Network

ASML Holding N.V. strengths

Supply Chain ControlBrand TrustInstalled Base Consumables

BAE Systems plc strengths

Government Contracting RelationshipsDesign In QualificationCompliance AdvantageLong Term ContractsCapacity Moat

Segment mix

ASML Holding N.V. segments

Full profile >

EUV lithography systems (incl. High-NA)

Monopoly

n/a

DUV lithography systems

Oligopoly

n/a

Installed Base Management (service, upgrades, field options)

Quasi-Monopoly

23%

BAE Systems plc segments

Full profile >

Electronic Systems

Oligopoly

26.6%

Platforms & Services

Oligopoly

16.3%

Air

Oligopoly

26%

Maritime

Oligopoly

22.5%

Cyber & Intelligence

Competitive

8.6%

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.