VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Sunday, December 28, 2025

Stock Comparison

ASML Holding N.V. vs Roche Holding AG

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.

View full moat analysis >

Roche Holding AG

ROG · SIX Swiss Exchange

Market cap (USD)
SectorHealthcare
CountryCH
Data as of2025-12-28
Moat score
68/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Side-by-side metrics

ASML Holding N.V.
Roche Holding AG
Ticker / Exchange
ASML - Euronext Amsterdam
ROG - SIX Swiss Exchange
Market cap (USD)
$417.7B
n/a
Sector
Technology
Healthcare
HQ country
NL
CH
Primary segment
Installed Base Management (service, upgrades, field options)
Pharmaceuticals
Market structure
Quasi-Monopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
76 / 100
68 / 100
Moat domains
Supply, Demand
Legal, Supply, Demand
Last update
2025-12-21
2025-12-28

Moat coverage

Shared moat types

Capex Knowhow ScaleInstalled Base Consumables

ASML Holding N.V. strengths

Supply Chain ControlBrand TrustSwitching Costs GeneralService Field Network

Roche Holding AG strengths

IP Choke PointData Workflow LockinRegulated Standards Pipe

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%

Roche Holding AG segments

Full profile >

Pharmaceuticals

Competitive

76.3%

Diagnostics

Oligopoly

23.7%

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 Pricing, features, and availability may be incomplete or out of date.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.