VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Julius Baer Gruppe AG vs Cadence Design Systems, Inc.

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

Julius Baer Gruppe AG

BAER · SIX Swiss Exchange

Market cap (USD)$13.9B
SectorFinancials
CountryCH
Data as of2025-12-30
Moat score
59/ 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 Julius Baer Gruppe AG's moat claims, evidence, and risks.

View BAER analysis

Cadence Design Systems, Inc.

CDNS · NASDAQ

Market cap (USD)$86.5B
SectorTechnology
CountryUS
Data as of2025-12-29
Moat score
84/ 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 Cadence Design Systems, Inc.'s moat claims, evidence, and risks.

View CDNS analysis

Comparison highlights

  • Moat score gap: Cadence Design Systems, Inc. leads (84 / 100 vs 59 / 100 for Julius Baer Gruppe AG).
  • Segment focus: Julius Baer Gruppe AG has 1 segment (100% in Wealth Management (Private Banking)); Cadence Design Systems, Inc. has 3 segments (71% in Core EDA).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Julius Baer Gruppe AG has 5 moat types across 4 domains; Cadence Design Systems, Inc. has 8 across 3.

Primary market context

Julius Baer Gruppe AG

Wealth Management (Private Banking)

Market

Private banking and wealth management services

Geography

Global (focus: Switzerland, Europe, Asia)

Customer

High-net-worth and ultra-high-net-worth individuals

Role

Wealth manager / private bank (advisory + discretionary mandates)

Revenue share

100%

Cadence Design Systems, Inc.

Core EDA

Market

Electronic design automation tools for semiconductor IC design and verification (digital, custom/analog, signoff, functional verification)

Geography

Global

Customer

Semiconductor designers (fabless and IDMs) and system companies with in-house silicon teams

Role

Tool vendor / workflow platform

Revenue share

71%

Side-by-side metrics

Julius Baer Gruppe AG
Cadence Design Systems, Inc.
Ticker / Exchange
BAER - SIX Swiss Exchange
CDNS - NASDAQ
Market cap (USD)
$13.9B
$86.5B
Sector
Financials
Technology
HQ country
CH
US
Primary segment
Wealth Management (Private Banking)
Core EDA
Market structure
Competitive
Oligopoly
Market share
n/a
29%-31% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
59 / 100
84 / 100
Moat domains
Demand, Supply, Legal, Financial
Demand, Legal, Supply
Last update
2025-12-30
2025-12-29

Moat coverage

Shared moat types

Service Field Network

Julius Baer Gruppe AG strengths

Brand TrustSwitching Costs GeneralCompliance AdvantageCost Of Capital Advantage

Cadence Design Systems, Inc. strengths

Data Workflow LockinSuite BundlingLong Term ContractsDesign In QualificationInstalled Base ConsumablesIP Choke PointCapex Knowhow Scale

Segment mix

Julius Baer Gruppe AG segments

Full profile >

Wealth Management (Private Banking)

Competitive

100%

Cadence Design Systems, Inc. segments

Full profile >

Core EDA

Oligopoly

71%

Semiconductor IP

Oligopoly

13%

System Design and Analysis

Competitive

16%

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.