VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

BE Semiconductor Industries N.V. vs Boston Scientific Corporation

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)$12.6B
Gross margin (TTM)61.7%
Operating margin (TTM)29%
Net margin (TTM)25.6%
SectorTechnology
IndustrySemiconductors
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

Boston Scientific Corporation

BSX · New York Stock Exchange

Market cap (USD)$141.5B
Gross margin (TTM)65.1%
Operating margin (TTM)17.3%
Net margin (TTM)14.4%
SectorHealthcare
IndustryMedical - Devices
CountryUS
Data as of2026-01-04
Moat score
65/ 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 Boston Scientific Corporation's moat claims, evidence, and risks.

View BSX analysis

Comparison highlights

  • Moat score gap: BE Semiconductor Industries N.V. leads (75 / 100 vs 65 / 100 for Boston Scientific Corporation).
  • Segment focus: BE Semiconductor Industries N.V. has 2 segments (81% in Die Attach (incl. advanced die placement & hybrid bonding)); Boston Scientific Corporation has 5 segments (49.8% in Cardiology).
  • 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; Boston Scientific Corporation 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%

Boston Scientific Corporation

Cardiology

Market

Cardiology devices (interventional cardiology, structural heart, electrophysiology, cardiac rhythm management and remote monitoring)

Geography

Global

Customer

Hospitals/cath labs/EP labs and specialty clinics (cardiologists, electrophysiologists)

Role

Medical device OEM / implantables + procedure devices + service-enabled monitoring

Revenue share

49.8%

Side-by-side metrics

BE Semiconductor Industries N.V.
Boston Scientific Corporation
Ticker / Exchange
BESI - Euronext Amsterdam
BSX - New York Stock Exchange
Market cap (USD)
$12.6B
$141.5B
Gross margin (TTM)
61.7%
65.1%
Operating margin (TTM)
29%
17.3%
Net margin (TTM)
25.6%
14.4%
Sector
Technology
Healthcare
Industry
Semiconductors
Medical - Devices
HQ country
NL
US
Primary segment
Die Attach (incl. advanced die placement & hybrid bonding)
Cardiology
Market structure
Oligopoly
Oligopoly
Market share
42%-44% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
75 / 100
65 / 100
Moat domains
Supply, Demand
Demand, Legal, Supply
Last update
2025-12-28
2026-01-04

Moat coverage

Shared moat types

Installed Base Consumables

BE Semiconductor Industries N.V. strengths

Capex Knowhow ScaleDesign In QualificationSwitching Costs GeneralService Field Network

Boston Scientific Corporation strengths

Procurement InertiaTraining Org Change CostsRegulated Standards PipeReputation ReviewsDistribution Control

Segment mix

BE Semiconductor Industries N.V. segments

Full profile >

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

Oligopoly

81%

Packaging & Plating

Competitive

19%

Boston Scientific Corporation segments

Full profile >

Endoscopy

Oligopoly

16%

Urology

Competitive

13.1%

Neuromodulation

Oligopoly

6.6%

Cardiology

Oligopoly

49.8%

Peripheral Interventions

Competitive

14.4%

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.