VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Broadcom Inc. vs Linde plc

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

Linde plc

LIN · Nasdaq Stock Market

Market cap (USD)
SectorMaterials
CountryIE
Data as of2025-12-29
Moat score
72/ 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 Linde plc's moat claims, evidence, and risks.

View LIN analysis

Comparison highlights

  • Moat score gap: Linde plc leads (72 / 100 vs 66 / 100 for Broadcom Inc.).
  • Segment focus: Broadcom Inc. has 2 segments (57.7% in Semiconductor Solutions); Linde plc has 4 segments (43.8% in Americas).
  • Moat breadth: Broadcom Inc. has 8 moat types across 4 domains; Linde plc has 5 across 3.

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%

Linde plc

Americas

Market

Industrial gases (Americas)

Geography

Americas

Customer

B2B + healthcare

Role

Producer, distributor, on-site plant owner/operator

Revenue share

43.8%

Side-by-side metrics

Broadcom Inc.
Linde plc
Ticker / Exchange
AVGO - NASDAQ Global Select Market
LIN - Nasdaq Stock Market
Market cap (USD)
n/a
n/a
Sector
Technology
Materials
HQ country
US
IE
Primary segment
Semiconductor Solutions
Americas
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
66 / 100
72 / 100
Moat domains
Demand, Supply, Legal, Network
Demand, Supply, Legal
Last update
2025-12-30
2025-12-29

Moat coverage

Shared moat types

IP Choke PointLong Term Contracts

Broadcom Inc. strengths

Design In QualificationKeystone ComponentSupply Chain ControlSwitching Costs GeneralSuite BundlingEcosystem Complements

Linde plc strengths

Physical Network DensityScale Economies Unit CostCapex Knowhow Scale

Segment mix

Broadcom Inc. segments

Full profile >

Semiconductor Solutions

Oligopoly

57.7%

Infrastructure Software

Oligopoly

42.3%

Linde plc segments

Full profile >

Americas

Oligopoly

43.8%

EMEA

Oligopoly

25.3%

APAC

Oligopoly

20.1%

Engineering

Competitive

7%

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.