VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Broadcom Inc. vs KONE Oyj

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)$1.7T
Gross margin (TTM)67.8%
Operating margin (TTM)39.9%
Net margin (TTM)36.2%
SectorTechnology
IndustrySemiconductors
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

KONE Oyj

KNEBV · Nasdaq Helsinki

Market cap (USD)$37B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
Industry
CountryFI
Data as of2026-01-02
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 KONE Oyj's moat claims, evidence, and risks.

View KNEBV analysis

Comparison highlights

  • Moat score gap: Broadcom Inc. leads (66 / 100 vs 63 / 100 for KONE Oyj).
  • Segment focus: Broadcom Inc. has 2 segments (57.7% in Semiconductor Solutions); KONE Oyj has 3 segments (40.6% in New Building Solutions).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Weak.
  • Moat breadth: Broadcom Inc. has 8 moat types across 4 domains; KONE Oyj has 8 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%

KONE Oyj

New Building Solutions

Market

Elevator, escalator and automatic building door new equipment (new installations)

Geography

Global

Customer

Property developers and general contractors

Role

OEM + project installation

Revenue share

40.6%

Side-by-side metrics

Broadcom Inc.
KONE Oyj
Ticker / Exchange
AVGO - NASDAQ Global Select Market
KNEBV - Nasdaq Helsinki
Market cap (USD)
$1.7T
$37B
Gross margin (TTM)
67.8%
n/a
Operating margin (TTM)
39.9%
n/a
Net margin (TTM)
36.2%
n/a
Sector
Technology
Industrials
Industry
Semiconductors
n/a
HQ country
US
FI
Primary segment
Semiconductor Solutions
New Building Solutions
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
66 / 100
63 / 100
Moat domains
Demand, Supply, Legal, Network
Supply, Financial, Demand, Legal
Last update
2025-12-30
2026-01-02

Moat coverage

Shared moat types

Switching Costs General

Broadcom Inc. strengths

Design In QualificationKeystone ComponentSupply Chain ControlIP Choke PointSuite BundlingLong Term ContractsEcosystem Complements

KONE Oyj strengths

Capex Knowhow ScaleNegative Working CapitalInstalled Base ConsumablesData Workflow LockinService Field NetworkOperational ExcellenceCompliance Advantage

Segment mix

Broadcom Inc. segments

Full profile >

Semiconductor Solutions

Oligopoly

57.7%

Infrastructure Software

Oligopoly

42.3%

KONE Oyj segments

Full profile >

New Building Solutions

Oligopoly

40.6%

Service (maintenance & repairs)

Competitive

40.6%

Modernization

Competitive

18.8%

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.