VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Broadcom Inc. vs DSM-Firmenich AG

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

Broadcom Inc.

AVGO · NASDAQ Global Select Market

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-30
Moat score
66/ 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 Broadcom Inc.'s moat claims, evidence, and risks.

View AVGO analysis

DSM-Firmenich AG

DSFIR · Euronext Amsterdam

Market cap (USD)
SectorMaterials
CountryCH
Data as of2025-12-29
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 DSM-Firmenich AG's moat claims, evidence, and risks.

View DSFIR analysis

Comparison highlights

  • Moat score gap: Broadcom Inc. leads (66 / 100 vs 63 / 100 for DSM-Firmenich AG).
  • Segment focus: Broadcom Inc. has 2 segments (57.7% in Semiconductor Solutions); DSM-Firmenich AG has 4 segments (31% in Perfumery & Beauty).
  • Moat breadth: Broadcom Inc. has 8 moat types across 4 domains; DSM-Firmenich AG has 10 across 4.

Primary market context

Broadcom Inc.

Semiconductor Solutions

Market

Fabless semiconductor solutions (data center and AI networking/custom silicon, connectivity, broadband, storage, industrial) plus semiconductor IP licensing

Geography

Global

Customer

Hyperscalers, OEMs, and contract manufacturers; sold via direct sales and distributors

Role

Fabless chip designer and IP licensor; outsources most wafer manufacturing and assembly/test

Revenue share

57.7%

DSM-Firmenich AG

Perfumery & Beauty

Market

B2B fragrances, perfumery ingredients, and beauty ingredients

Geography

Global

Customer

Consumer brands (fine fragrance, personal care, home care) and beauty brands

Role

Ingredient supplier / fragrance house (co-creation + ingredient palette)

Revenue share

31%

Side-by-side metrics

Broadcom Inc.
DSM-Firmenich AG
Ticker / Exchange
AVGO - NASDAQ Global Select Market
DSFIR - Euronext Amsterdam
Market cap (USD)
n/a
n/a
Sector
Technology
Materials
HQ country
US
CH
Primary segment
Semiconductor Solutions
Perfumery & Beauty
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
66 / 100
63 / 100
Moat domains
Demand, Supply, Legal, Network
Supply, Demand, Legal, Network
Last update
2025-12-30
2025-12-29

Moat coverage

Shared moat types

Design In QualificationSupply Chain ControlIP Choke PointEcosystem Complements

Broadcom Inc. strengths

Keystone ComponentSwitching Costs GeneralSuite BundlingLong Term Contracts

DSM-Firmenich AG strengths

Training Org Change CostsScope EconomiesLearning Curve YieldCompliance AdvantageService Field NetworkData Workflow Lockin

Segment mix

Broadcom Inc. segments

Full profile >

Semiconductor Solutions

Oligopoly

57.7%

Infrastructure Software

Oligopoly

42.3%

DSM-Firmenich AG segments

Full profile >

Perfumery & Beauty

Oligopoly

31%

Taste, Texture & Health

Oligopoly

25.4%

Health, Nutrition & Care

Competitive

17.3%

Animal Nutrition & Health

Competitive

26%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.