VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

BE Semiconductor Industries N.V. vs Compagnie Financiere Richemont SA

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

Compagnie Financiere Richemont SA

CFR · SIX Swiss Exchange

Market cap (USD)
SectorConsumer
CountryCH
Data as of2025-12-30
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 Compagnie Financiere Richemont SA's moat claims, evidence, and risks.

View CFR analysis

Comparison highlights

  • Moat score gap: Compagnie Financiere Richemont SA leads (84 / 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)); Compagnie Financiere Richemont SA has 3 segments (71.6% in Jewellery Maisons).
  • Moat breadth: BE Semiconductor Industries N.V. has 5 moat types across 2 domains; Compagnie Financiere Richemont SA has 4 across 2.

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%

Compagnie Financiere Richemont SA

Jewellery Maisons

Market

Luxury jewellery (branded fine jewellery & high jewellery)

Geography

Global

Customer

Affluent and high-net-worth consumers

Role

Brand owner, manufacturer and direct-to-client retailer

Revenue share

71.6%

Side-by-side metrics

BE Semiconductor Industries N.V.
Compagnie Financiere Richemont SA
Ticker / Exchange
BESI - Euronext Amsterdam
CFR - SIX Swiss Exchange
Market cap (USD)
n/a
n/a
Sector
Technology
Consumer
HQ country
NL
CH
Primary segment
Die Attach (incl. advanced die placement & hybrid bonding)
Jewellery Maisons
Market structure
Oligopoly
Oligopoly
Market share
42%-44% (reported)
30%-55% (implied)
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
75 / 100
84 / 100
Moat domains
Supply, Demand
Demand, Supply
Last update
2025-12-28
2025-12-30

Moat coverage

Shared moat types

Capex Knowhow Scale

BE Semiconductor Industries N.V. strengths

Design In QualificationSwitching Costs GeneralInstalled Base ConsumablesService Field Network

Compagnie Financiere Richemont SA strengths

Brand TrustDistribution ControlReputation Reviews

Segment mix

BE Semiconductor Industries N.V. segments

Full profile >

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

Oligopoly

81%

Packaging & Plating

Competitive

19%

Compagnie Financiere Richemont SA segments

Full profile >

Jewellery Maisons

Oligopoly

71.6%

Specialist Watchmakers

Oligopoly

15.3%

Other (Fashion & Accessories, Watchfinder, ancillary)

Competitive

13%

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.