VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

ASML Holding N.V. vs Monolithic Power Systems, 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)$617B
Gross margin (TTM)52.6%
Operating margin (TTM)34.8%
Net margin (TTM)29.7%
SectorTechnology
IndustrySemiconductors
CountryNL
Data as of2026-05-26
Moat score
75/ 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

Monolithic Power Systems, Inc.

MPWR · NASDAQ Global Select Market

Market cap (USD)$79.7B
Gross margin (TTM)55.2%
Operating margin (TTM)27.1%
Net margin (TTM)22.8%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2025-12-25
Moat score
67/ 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 Monolithic Power Systems, Inc.'s moat claims, evidence, and risks.

View MPWR analysis

Comparison highlights

  • Moat score gap: ASML Holding N.V. leads (75 / 100 vs 67 / 100 for Monolithic Power Systems, Inc.).
  • Segment focus: ASML Holding N.V. has 4 segments (36.7% in DUV lithography systems); Monolithic Power Systems, Inc. has 6 segments (32.5% in Enterprise Data).
  • Moat breadth: ASML Holding N.V. has 7 moat types across 3 domains; Monolithic Power Systems, Inc. has 4 across 3.

Primary market context

ASML Holding N.V.

DUV lithography systems

Market

Deep ultraviolet (DUV) lithography systems

Geography

Global

Customer

Logic, memory, and specialty semiconductor fabs

Role

Wafer fab equipment (WFE) supplier

Revenue share

36.7%

Monolithic Power Systems, Inc.

Enterprise Data

Market

Power management ICs and power modules for enterprise/data center servers (CPU/GPU/AI accelerators) and cloud/on-prem compute platforms

Geography

Global

Customer

OEMs/ODMs and cloud platform designers

Role

Fabless component supplier (power semiconductors)

Revenue share

32.5%

Side-by-side metrics

ASML Holding N.V.
Monolithic Power Systems, Inc.
Ticker / Exchange
ASML - Euronext Amsterdam
MPWR - NASDAQ Global Select Market
Market cap (USD)
$617B
$79.7B
Gross margin (TTM)
52.6%
55.2%
Operating margin (TTM)
34.8%
27.1%
Net margin (TTM)
29.7%
22.8%
Sector
Technology
Technology
Industry
Semiconductors
Semiconductors
HQ country
NL
US
Primary segment
DUV lithography systems
Enterprise Data
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
75 / 100
67 / 100
Moat domains
Supply, Demand, Network
Demand, Supply, Legal
Last update
2026-05-26
2025-12-25

Moat coverage

Shared moat types

Brand Trust

ASML Holding N.V. strengths

Supply Chain ControlCapex Knowhow ScaleSwitching Costs GeneralEcosystem ComplementsService Field NetworkInstalled Base Consumables

Monolithic Power Systems, Inc. strengths

Design In QualificationOperational ExcellenceIP Choke Point

Segment mix

ASML Holding N.V. segments

Full profile >

EUV lithography systems (incl. High-NA)

Monopoly

35.5%

DUV lithography systems

Oligopoly

36.7%

Applications, metrology and inspection

Oligopoly

2.5%

Installed Base Management (service, upgrades, field options)

Quasi-Monopoly

25.1%

Monolithic Power Systems, Inc. segments

Full profile >

Enterprise Data

Oligopoly

32.5%

Storage and Computing

Competitive

22.7%

Automotive

Oligopoly

18.8%

Communications

Oligopoly

10.2%

Consumer

Competitive

9.1%

Industrial

Oligopoly

6.7%

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

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.