VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

ASML Holding N.V. vs NXP Semiconductors N.V.

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

NXP Semiconductors N.V.

NXPI · The Nasdaq Global Select Market

Market cap (USD)$81.1B
Gross margin (TTM)54.9%
Operating margin (TTM)31.8%
Net margin (TTM)21%
SectorTechnology
IndustrySemiconductors
CountryNL
Data as of2026-05-29
Moat score
64/ 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 NXP Semiconductors N.V.'s moat claims, evidence, and risks.

View NXPI analysis

Comparison highlights

  • Moat score gap: ASML Holding N.V. leads (75 / 100 vs 64 / 100 for NXP Semiconductors N.V.).
  • Segment focus: ASML Holding N.V. has 4 segments (36.7% in DUV lithography systems); NXP Semiconductors N.V. has 4 segments (58% in Automotive).
  • Moat breadth: ASML Holding N.V. has 7 moat types across 3 domains; NXP Semiconductors N.V. has 8 across 4.

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%

NXP Semiconductors N.V.

Automotive

Market

Automotive semiconductors (MCUs/processors, in-vehicle networking, ADAS radar, electrification, secure car access, connectivity)

Geography

Global

Customer

Automotive OEMs and Tier-1 suppliers

Role

Semiconductor supplier

Revenue share

58%

Side-by-side metrics

ASML Holding N.V.
NXP Semiconductors N.V.
Ticker / Exchange
ASML - Euronext Amsterdam
NXPI - The Nasdaq Global Select Market
Market cap (USD)
$617B
$81.1B
Gross margin (TTM)
52.6%
54.9%
Operating margin (TTM)
34.8%
31.8%
Net margin (TTM)
29.7%
21%
Sector
Technology
Technology
Industry
Semiconductors
Semiconductors
HQ country
NL
NL
Primary segment
DUV lithography systems
Automotive
Market structure
Oligopoly
Oligopoly
Market share
n/a
9.6% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
75 / 100
64 / 100
Moat domains
Supply, Demand, Network
Demand, Supply, Network, Legal
Last update
2026-05-26
2026-05-29

Moat coverage

Shared moat types

Capex Knowhow ScaleEcosystem Complements

ASML Holding N.V. strengths

Supply Chain ControlBrand TrustSwitching Costs GeneralService Field NetworkInstalled Base Consumables

NXP Semiconductors N.V. strengths

Design In QualificationTraining Org Change CostsCapacity MoatProcurement InertiaScope EconomiesCompliance Advantage

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%

NXP Semiconductors N.V. segments

Full profile >

Automotive

Oligopoly

58%

Industrial & IoT

Competitive

18.5%

Mobile

Oligopoly

12.9%

Communication Infrastructure & Other

Oligopoly

10.5%

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.