VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Broadcom Inc. vs Intel Corporation

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)$2T
Gross margin (TTM)67.1%
Operating margin (TTM)40.9%
Net margin (TTM)36.6%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2026-05-27
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

Intel Corporation

INTC · Nasdaq Global Select Market

Market cap (USD)$607B
Gross margin (TTM)35.4%
Operating margin (TTM)-9.5%
Net margin (TTM)-5.9%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2026-05-26
Moat score
78/ 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 Intel Corporation's moat claims, evidence, and risks.

View INTC analysis

Comparison highlights

  • Moat score gap: Intel Corporation leads (78 / 100 vs 66 / 100 for Broadcom Inc.).
  • Segment focus: Broadcom Inc. has 2 segments (64.8% in Semiconductor Solutions); Intel Corporation has 4 segments (56.9% in Client Computing Group).
  • Primary market structure: Oligopoly vs Duopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Broadcom Inc. has 8 moat types across 4 domains; Intel Corporation has 9 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

64.8%

Intel Corporation

Client Computing Group

Market

Global client CPU, APU and PC platform processors, primarily x86 desktops, notebooks, AI PCs and edge PCs

Geography

Global

Customer

PC OEMs, ODMs, distributors, enterprises, governments, education buyers and consumers

Role

Processor platform designer, brand owner and internal-foundry anchor customer

Revenue share

56.9%

Side-by-side metrics

Broadcom Inc.
Intel Corporation
Ticker / Exchange
AVGO - NASDAQ Global Select Market
INTC - Nasdaq Global Select Market
Market cap (USD)
$2T
$607B
Gross margin (TTM)
67.1%
35.4%
Operating margin (TTM)
40.9%
-9.5%
Net margin (TTM)
36.6%
-5.9%
Sector
Technology
Technology
Industry
Semiconductors
Semiconductors
HQ country
US
US
Primary segment
Semiconductor Solutions
Client Computing Group
Market structure
Oligopoly
Duopoly
Market share
n/a
68.6%-70.4% (estimated)
HHI estimate
n/a
5,832
Pricing power
Moderate
Moderate
Moat score
66 / 100
78 / 100
Moat domains
Demand, Supply, Legal, Network
Network, Demand, Supply, Legal
Last update
2026-05-27
2026-05-26

Moat coverage

Shared moat types

Design In QualificationSupply Chain Control

Broadcom Inc. strengths

Keystone ComponentIP Choke PointSwitching Costs GeneralSuite BundlingLong Term ContractsEcosystem Complements

Intel Corporation strengths

De Facto StandardProcurement InertiaBrand TrustInteroperability HubCapex Knowhow ScaleGovernment Contracting RelationshipsData Network Effects

Segment mix

Broadcom Inc. segments

Full profile >

Semiconductor Solutions

Oligopoly

64.8%

Infrastructure Software

Oligopoly

35.2%

Intel Corporation segments

Full profile >

Client Computing Group

Duopoly

56.9%

Data Center and AI

Oligopoly

37.2%

Intel Foundry

Oligopoly

1.3%

Mobileye and Other

Oligopoly

4.6%

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.