VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

ASML Holding N.V. vs Broadridge Financial Solutions, Inc.

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)$487.4B
Gross margin (TTM)52.8%
Operating margin (TTM)34.6%
Net margin (TTM)29.4%
SectorTechnology
IndustrySemiconductors
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.

Full stock profile

Dive deeper into ASML Holding N.V.'s moat claims, evidence, and risks.

View ASML analysis

Broadridge Financial Solutions, Inc.

BR · New York Stock Exchange

Market cap (USD)$20.7B
Gross margin (TTM)31.2%
Operating margin (TTM)17.3%
Net margin (TTM)14.9%
SectorTechnology
IndustrySoftware - Services
CountryUS
Data as of2025-12-26
Moat score
91/ 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 Broadridge Financial Solutions, Inc.'s moat claims, evidence, and risks.

View BR analysis

Comparison highlights

  • Moat score gap: Broadridge Financial Solutions, Inc. leads (91 / 100 vs 76 / 100 for ASML Holding N.V.).
  • Segment focus: ASML Holding N.V. has 3 segments (23% in Installed Base Management (service, upgrades, field options)); Broadridge Financial Solutions, Inc. has 2 segments (74.2% in Investor Communication Solutions).
  • Primary market structure: Quasi-Monopoly vs Quasi-Monopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: ASML Holding N.V. has 6 moat types across 2 domains; Broadridge Financial Solutions, Inc. has 5 across 4.

Primary market context

ASML Holding N.V.

Installed Base Management (service, upgrades, field options)

Market

Service, upgrades and field options for installed ASML lithography tools

Geography

Global

Customer

Owners/operators of ASML lithography systems

Role

Aftermarket service provider

Revenue share

23%

Broadridge Financial Solutions, Inc.

Investor Communication Solutions

Market

Proxy distribution, vote processing, and regulatory investor communications

Geography

Primarily United States (with select international services)

Customer

Public companies, mutual funds, banks and broker-dealers, asset managers

Role

Outsourced intermediary for shareholder communications and proxy voting workflows

Revenue share

74.2%

Side-by-side metrics

ASML Holding N.V.
Broadridge Financial Solutions, Inc.
Ticker / Exchange
ASML - Euronext Amsterdam
BR - New York Stock Exchange
Market cap (USD)
$487.4B
$20.7B
Gross margin (TTM)
52.8%
31.2%
Operating margin (TTM)
34.6%
17.3%
Net margin (TTM)
29.4%
14.9%
Sector
Technology
Technology
Industry
Semiconductors
Software - Services
HQ country
NL
US
Primary segment
Installed Base Management (service, upgrades, field options)
Investor Communication Solutions
Market structure
Quasi-Monopoly
Quasi-Monopoly
Market share
n/a
85%-95% (estimated)
HHI estimate
n/a
8,200
Pricing power
Strong
Moderate
Moat score
76 / 100
91 / 100
Moat domains
Supply, Demand
Legal, Supply, Network, Demand
Last update
2025-12-21
2025-12-26

Moat coverage

Shared moat types

Switching Costs General

ASML Holding N.V. strengths

Supply Chain ControlCapex Knowhow ScaleBrand TrustService Field NetworkInstalled Base Consumables

Broadridge Financial Solutions, Inc. strengths

Regulated Standards PipeScale Economies Unit CostTwo Sided NetworkInteroperability Hub

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%

Broadridge Financial Solutions, Inc. segments

Full profile >

Investor Communication Solutions

Quasi-Monopoly

74.2%

Global Technology and Operations

Oligopoly

25.8%

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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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.