VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

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Monday, December 29, 2025

Stock Comparison

BE Semiconductor Industries N.V. vs Broadridge Financial Solutions, 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

Broadridge Financial Solutions, Inc.

BR · New York Stock Exchange

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-26
Moat score
91/ 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 Broadridge Financial Solutions, Inc.'s moat claims, evidence, and risks.

View BR analysis

Comparison highlights

  • Moat score gap: Broadridge Financial Solutions, Inc. leads (91 / 100 vs 75 / 100 for BE Semiconductor Industries N.V.).
  • Segment focus: BE Semiconductor Industries N.V. has 2 segments (81% in Die Attach (incl. advanced die placement & hybrid bonding)); Broadridge Financial Solutions, Inc. has 2 segments (74.2% in Investor Communication Solutions).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: BE Semiconductor Industries N.V. has 5 moat types across 2 domains; Broadridge Financial Solutions, Inc. has 5 across 4.

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%

Broadridge Financial Solutions, Inc.

Investor Communication Solutions

Market

Proxy distribution, vote processing, and regulatory investor communications

Geography

Primarily United States (with select international services)

Customer

Public companies, mutual funds, banks and broker-dealers, asset managers

Role

Outsourced intermediary for shareholder communications and proxy voting workflows

Revenue share

74.2%

Side-by-side metrics

BE Semiconductor Industries N.V.
Broadridge Financial Solutions, Inc.
Ticker / Exchange
BESI - Euronext Amsterdam
BR - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Technology
Technology
HQ country
NL
US
Primary segment
Die Attach (incl. advanced die placement & hybrid bonding)
Investor Communication Solutions
Market structure
Oligopoly
Quasi-Monopoly
Market share
42%-44% (reported)
85%-95% (estimated)
HHI estimate
n/a
8,200
Pricing power
Strong
Moderate
Moat score
75 / 100
91 / 100
Moat domains
Supply, Demand
Legal, Supply, Network, Demand
Last update
2025-12-28
2025-12-26

Moat coverage

Shared moat types

Switching Costs General

BE Semiconductor Industries N.V. strengths

Capex Knowhow ScaleDesign In QualificationInstalled Base ConsumablesService Field Network

Broadridge Financial Solutions, Inc. strengths

Regulated Standards PipeScale Economies Unit CostTwo Sided NetworkInteroperability Hub

Segment mix

BE Semiconductor Industries N.V. segments

Full profile >

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

Oligopoly

81%

Packaging & Plating

Competitive

19%

Broadridge Financial Solutions, Inc. segments

Full profile >

Investor Communication Solutions

Quasi-Monopoly

74.2%

Global Technology and Operations

Oligopoly

25.8%

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.