VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

BE Semiconductor Industries N.V. vs Bio-Rad Laboratories, Inc.

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

BE Semiconductor Industries N.V.

BESI · Euronext Amsterdam

Market cap (USD)
SectorTechnology
CountryNL
Data as of2025-12-28
Moat score
75/ 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 BE Semiconductor Industries N.V.'s moat claims, evidence, and risks.

View BESI analysis

Bio-Rad Laboratories, Inc.

BIO · New York Stock Exchange

Market cap (USD)
SectorHealthcare
CountryUS
Data as of2025-12-30
Moat score
61/ 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 Bio-Rad Laboratories, Inc.'s moat claims, evidence, and risks.

View BIO analysis

Comparison highlights

  • Moat score gap: BE Semiconductor Industries N.V. leads (75 / 100 vs 61 / 100 for Bio-Rad Laboratories, Inc.).
  • Segment focus: BE Semiconductor Industries N.V. has 2 segments (81% in Die Attach (incl. advanced die placement & hybrid bonding)); Bio-Rad Laboratories, Inc. has 2 segments (59.9% in Clinical Diagnostics).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: BE Semiconductor Industries N.V. has 5 moat types across 2 domains; Bio-Rad Laboratories, Inc. has 6 across 3.

Primary market context

BE Semiconductor Industries N.V.

Die Attach (incl. advanced die placement & hybrid bonding)

Market

Semiconductor assembly equipment - die attach & advanced die placement/hybrid bonding systems

Geography

Global

Customer

Semiconductor IDMs, foundries, and OSATs

Role

Capital equipment OEM (back-end/advanced packaging)

Revenue share

81%

Bio-Rad Laboratories, Inc.

Clinical Diagnostics

Market

In vitro diagnostics test systems, reagents/test kits, informatics, and clinical laboratory quality controls

Geography

Global

Customer

Hospital laboratories; diagnostic reference laboratories; transfusion laboratories; physician office laboratories

Role

IVD OEM / installed-base consumables supplier (systems + kits + controls)

Revenue share

59.9%

Side-by-side metrics

BE Semiconductor Industries N.V.
Bio-Rad Laboratories, Inc.
Ticker / Exchange
BESI - Euronext Amsterdam
BIO - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Technology
Healthcare
HQ country
NL
US
Primary segment
Die Attach (incl. advanced die placement & hybrid bonding)
Clinical Diagnostics
Market structure
Oligopoly
Oligopoly
Market share
42%-44% (reported)
9%-11% (implied)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
75 / 100
61 / 100
Moat domains
Supply, Demand
Supply, Demand, Legal
Last update
2025-12-28
2025-12-30

Moat coverage

Shared moat types

Capex Knowhow ScaleSwitching Costs GeneralInstalled Base Consumables

BE Semiconductor Industries N.V. strengths

Design In QualificationService Field Network

Bio-Rad Laboratories, Inc. strengths

Scope EconomiesDistribution ControlCompliance Advantage

Segment mix

BE Semiconductor Industries N.V. segments

Full profile >

Die Attach (incl. advanced die placement & hybrid bonding)

Oligopoly

81%

Packaging & Plating

Competitive

19%

Bio-Rad Laboratories, Inc. segments

Full profile >

Life Science

Competitive

40.1%

Clinical Diagnostics

Oligopoly

59.9%

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.