VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

ASML Holding N.V. vs Rightmove 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)$422.1B
Gross margin (TTM)52.7%
Operating margin (TTM)34.9%
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

Rightmove plc

RMV · London Stock Exchange

Market cap (USD)$5.2B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorReal Estate
Industry
CountryGB
Data as of2026-01-09
Moat score
88/ 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 Rightmove plc's moat claims, evidence, and risks.

View RMV analysis

Comparison highlights

  • Moat score gap: Rightmove plc leads (88 / 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)); Rightmove plc has 3 segments (71.8% in Agency).
  • Moat breadth: ASML Holding N.V. has 6 moat types across 2 domains; Rightmove plc has 5 across 2.

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%

Rightmove plc

Agency

Market

UK residential property portal advertising subscriptions and lead generation for estate and letting agents

Geography

United Kingdom

Customer

Property professionals (estate and letting agents)

Role

Two-sided marketplace operator (consumers <-> agents)

Revenue share

71.8%

Side-by-side metrics

ASML Holding N.V.
Rightmove plc
Ticker / Exchange
ASML - Euronext Amsterdam
RMV - London Stock Exchange
Market cap (USD)
$422.1B
$5.2B
Gross margin (TTM)
52.7%
n/a
Operating margin (TTM)
34.9%
n/a
Net margin (TTM)
29.4%
n/a
Sector
Technology
Real Estate
Industry
Semiconductors
n/a
HQ country
NL
GB
Primary segment
Installed Base Management (service, upgrades, field options)
Agency
Market structure
Quasi-Monopoly
Quasi-Monopoly
Market share
n/a
70%-82% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
76 / 100
88 / 100
Moat domains
Supply, Demand
Network, Demand
Last update
2025-12-21
2026-01-09

Moat coverage

Shared moat types

No overlap yet.

ASML Holding N.V. strengths

Supply Chain ControlCapex Knowhow ScaleBrand TrustSwitching Costs GeneralService Field NetworkInstalled Base Consumables

Rightmove plc strengths

Two Sided NetworkHabit DefaultProcurement InertiaEcosystem ComplementsData Workflow Lockin

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%

Rightmove plc segments

Full profile >

Agency

Quasi-Monopoly

71.8%

New Homes

Oligopoly

17.7%

Other

Competitive

10.4%

Want the full wide moat stocks list?

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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.