VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Atlas Copco AB (publ) vs BE Semiconductor Industries N.V.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Atlas Copco AB (publ)

ATCO-A · Nasdaq Stockholm

Market cap (USD)$839.9B
Gross margin (TTM)42.7%
Operating margin (TTM)21%
Net margin (TTM)16.1%
SectorIndustrials
IndustryIndustrial - Machinery
CountrySE
Data as of2026-01-05
Moat score
63/ 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 Atlas Copco AB (publ)'s moat claims, evidence, and risks.

View ATCO-A analysis

BE Semiconductor Industries N.V.

BESI · Euronext Amsterdam

Market cap (USD)$12.6B
Gross margin (TTM)61.7%
Operating margin (TTM)29%
Net margin (TTM)25.6%
SectorTechnology
IndustrySemiconductors
CountryNL
Data as of2025-12-28
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 BE Semiconductor Industries N.V.'s moat claims, evidence, and risks.

View BESI analysis

Comparison highlights

  • Moat score gap: BE Semiconductor Industries N.V. leads (75 / 100 vs 63 / 100 for Atlas Copco AB (publ)).
  • Segment focus: Atlas Copco AB (publ) has 4 segments (43.8% in Compressor Technique); BE Semiconductor Industries N.V. has 2 segments (81% in Die Attach (incl. advanced die placement & hybrid bonding)).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Atlas Copco AB (publ) has 6 moat types across 2 domains; BE Semiconductor Industries N.V. has 5 across 2.

Primary market context

Atlas Copco AB (publ)

Compressor Technique

Market

Industrial compressors, air/gas systems (including air treatment) and related aftermarket service

Geography

Global

Customer

Industrial and process customers; distributors; service-contract customers

Role

Equipment OEM + aftermarket service provider

Revenue share

43.8%

BE Semiconductor Industries N.V.

Die Attach (incl. advanced die placement & hybrid bonding)

Market

Semiconductor assembly equipment - die attach & advanced die placement/hybrid bonding systems

Geography

Global

Customer

Semiconductor IDMs, foundries, and OSATs

Role

Capital equipment OEM (back-end/advanced packaging)

Revenue share

81%

Side-by-side metrics

Atlas Copco AB (publ)
BE Semiconductor Industries N.V.
Ticker / Exchange
ATCO-A - Nasdaq Stockholm
BESI - Euronext Amsterdam
Market cap (USD)
$839.9B
$12.6B
Gross margin (TTM)
42.7%
61.7%
Operating margin (TTM)
21%
29%
Net margin (TTM)
16.1%
25.6%
Sector
Industrials
Technology
Industry
Industrial - Machinery
Semiconductors
HQ country
SE
NL
Primary segment
Compressor Technique
Die Attach (incl. advanced die placement & hybrid bonding)
Market structure
Oligopoly
Oligopoly
Market share
n/a
42%-44% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
63 / 100
75 / 100
Moat domains
Supply, Demand
Supply, Demand
Last update
2026-01-05
2025-12-28

Moat coverage

Shared moat types

Service Field NetworkDesign In QualificationInstalled Base Consumables

Atlas Copco AB (publ) strengths

Data Workflow LockinLearning Curve YieldCapacity Moat

BE Semiconductor Industries N.V. strengths

Capex Knowhow ScaleSwitching Costs General

Segment mix

Atlas Copco AB (publ) segments

Full profile >

Compressor Technique

Oligopoly

43.8%

Vacuum Technique

Oligopoly

22.9%

Industrial Technique

Oligopoly

16.7%

Power Technique

Competitive

16.7%

BE Semiconductor Industries N.V. segments

Full profile >

Die Attach (incl. advanced die placement & hybrid bonding)

Oligopoly

81%

Packaging & Plating

Competitive

19%

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.