VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Monday, December 29, 2025

Stock Comparison

BE Semiconductor Industries N.V. vs Copart, 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

Copart, Inc.

CPRT · The NASDAQ Global Select Market

Market cap (USD)
SectorIndustrials
CountryUS
Data as of2025-12-28
Moat score
71/ 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 Copart, Inc.'s moat claims, evidence, and risks.

View CPRT analysis

Comparison highlights

  • Moat score gap: BE Semiconductor Industries N.V. leads (75 / 100 vs 71 / 100 for Copart, Inc.).
  • Segment focus: BE Semiconductor Industries N.V. has 2 segments (81% in Die Attach (incl. advanced die placement & hybrid bonding)); Copart, Inc. has 2 segments (83% in United States).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs n/a.
  • Moat breadth: BE Semiconductor Industries N.V. has 5 moat types across 2 domains; Copart, Inc. has 5 across 5.

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%

Copart, Inc.

United States

Market

Online salvage & used vehicle remarketing services

Geography

United States

Customer

Vehicle sellers (insurance carriers, dealers, fleets) and vehicle buyers (dismantlers, rebuilders, dealers, exporters, consumers)

Role

Intermediary marketplace + ancillary services (transport, storage, title)

Revenue share

83%

Side-by-side metrics

BE Semiconductor Industries N.V.
Copart, Inc.
Ticker / Exchange
BESI - Euronext Amsterdam
CPRT - The NASDAQ Global Select Market
Market cap (USD)
n/a
n/a
Sector
Technology
Industrials
HQ country
NL
US
Primary segment
Die Attach (incl. advanced die placement & hybrid bonding)
United States
Market structure
Oligopoly
Oligopoly
Market share
42%-44% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
n/a
Moat score
75 / 100
71 / 100
Moat domains
Supply, Demand
Network, Supply, Demand, Legal, Financial
Last update
2025-12-28
2025-12-28

Moat coverage

Shared moat types

Service Field Network

BE Semiconductor Industries N.V. strengths

Capex Knowhow ScaleDesign In QualificationSwitching Costs GeneralInstalled Base Consumables

Copart, Inc. strengths

Two Sided NetworkData Workflow LockinCompliance AdvantageBenchmark Pricing Power

Segment mix

BE Semiconductor Industries N.V. segments

Full profile >

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

Oligopoly

81%

Packaging & Plating

Competitive

19%

Copart, Inc. segments

Full profile >

United States

Oligopoly

83%

International

Competitive

17%

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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.