VOL. XCIV, NO. 247
* WIDE MOAT STOCKS COMPARISON *
NO ADVICE
Monday, December 29, 2025
Stock Comparison
BAE Systems plc vs BE Semiconductor Industries N.V.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
BAE Systems plc
BA. · London Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into BAE Systems plc's moat claims, evidence, and risks.
View BA. analysisBE Semiconductor Industries N.V.
BESI · Euronext Amsterdam
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 analysisComparison highlights
- Moat score: both at 75 / 100.
- Segment focus: BAE Systems plc has 5 segments (26.6% in Electronic Systems); 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: BAE Systems plc has 8 moat types across 3 domains; BE Semiconductor Industries N.V. has 5 across 2.
Primary market context
BAE Systems plc
Electronic Systems
Defence electronics (electronic warfare, avionics, C4ISR, space payloads and mission systems)
Primarily US and UK; global programmes
Government defence and intelligence agencies; prime contractors
Subsystem OEM and prime contractor for electronics/mission systems
26.6%
BE Semiconductor Industries N.V.
Die Attach (incl. advanced die placement & hybrid bonding)
Semiconductor assembly equipment - die attach & advanced die placement/hybrid bonding systems
Global
Semiconductor IDMs, foundries, and OSATs
Capital equipment OEM (back-end/advanced packaging)
81%
Side-by-side metrics
Moat coverage
Shared moat types
BAE Systems plc strengths
BE Semiconductor Industries N.V. strengths
Segment mix
BAE Systems plc segments
Full profile >Electronic Systems
Oligopoly
Platforms & Services
Oligopoly
Air
Oligopoly
Maritime
Oligopoly
Cyber & Intelligence
Competitive
BE Semiconductor Industries N.V. segments
Full profile >Die Attach (incl. advanced die placement & hybrid bonding)
Oligopoly
Packaging & Plating
Competitive
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View the moat stocks listCuration & 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.