VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Wednesday, December 31, 2025

Stock Comparison

ASML Holding N.V. vs Experian 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.

Full stock profile

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

View ASML analysis

Experian plc

EXPN · London Stock Exchange

Market cap (USD)$41.9B
SectorIndustrials
CountryJE
Data as of2025-12-30
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 Experian plc's moat claims, evidence, and risks.

View EXPN analysis

Comparison highlights

  • Moat score: both at 76 / 100.
  • Segment focus: ASML Holding N.V. has 3 segments (23% in Installed Base Management (service, upgrades, field options)); Experian plc has 4 segments (67.2% in North America).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Strong.
  • Moat breadth: ASML Holding N.V. has 6 moat types across 2 domains; Experian plc has 7 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%

Experian plc

North America

Market

Consumer and business credit reporting, identity/fraud data and decision analytics, plus consumer credit/insurance marketplaces

Geography

North America

Customer

Financial institutions, insurers, auto lenders, healthcare providers, advertisers, consumers

Role

Data/analytics provider and consumer marketplace operator

Revenue share

67.2%

Side-by-side metrics

ASML Holding N.V.
Experian plc
Ticker / Exchange
ASML - Euronext Amsterdam
EXPN - London Stock Exchange
Market cap (USD)
$417.7B
$41.9B
Sector
Technology
Industrials
HQ country
NL
JE
Primary segment
Installed Base Management (service, upgrades, field options)
North America
Market structure
Quasi-Monopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
76 / 100
76 / 100
Moat domains
Supply, Demand
Network, Legal, Supply, Demand
Last update
2025-12-21
2025-12-30

Moat coverage

Shared moat types

Switching Costs General

ASML Holding N.V. strengths

Supply Chain ControlCapex Knowhow ScaleBrand TrustService Field NetworkInstalled Base Consumables

Experian plc strengths

Data Network EffectsRegulated Standards PipeTwo Sided NetworkPreferential Input AccessCompliance AdvantageSuite Bundling

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%

Experian plc segments

Full profile >

North America

Oligopoly

67.2%

Latin America

Quasi-Monopoly

14.2%

UK and Ireland

Oligopoly

11.6%

EMEA and Asia Pacific

Competitive

7%

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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.