VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

BE Semiconductor Industries N.V. vs Deere & Company

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

Deere & Company

DE · New York Stock Exchange

Market cap (USD)$126.2B
SectorIndustrials
CountryUS
Data as of2025-12-29
Moat score
63/ 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 Deere & Company's moat claims, evidence, and risks.

View DE analysis

Comparison highlights

  • Moat score gap: BE Semiconductor Industries N.V. leads (75 / 100 vs 63 / 100 for Deere & Company).
  • Segment focus: BE Semiconductor Industries N.V. has 2 segments (81% in Die Attach (incl. advanced die placement & hybrid bonding)); Deere & Company has 4 segments (38.4% in Production & Precision Agriculture).
  • 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; Deere & Company has 5 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%

Deere & Company

Production & Precision Agriculture

Market

Large-scale agricultural equipment and integrated precision agriculture technology

Geography

Global

Customer

Production-scale growers; dealer/retail channels

Role

OEM + precision ag platform provider

Revenue share

38.4%

Side-by-side metrics

BE Semiconductor Industries N.V.
Deere & Company
Ticker / Exchange
BESI - Euronext Amsterdam
DE - New York Stock Exchange
Market cap (USD)
n/a
$126.2B
Sector
Technology
Industrials
HQ country
NL
US
Primary segment
Die Attach (incl. advanced die placement & hybrid bonding)
Production & Precision Agriculture
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
63 / 100
Moat domains
Supply, Demand
Demand, Supply, Financial
Last update
2025-12-28
2025-12-29

Moat coverage

Shared moat types

Service Field Network

BE Semiconductor Industries N.V. strengths

Capex Knowhow ScaleDesign In QualificationSwitching Costs GeneralInstalled Base Consumables

Deere & Company strengths

Data Workflow LockinBrand TrustSuite BundlingCost Of Capital 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%

Deere & Company segments

Full profile >

Production & Precision Agriculture

Oligopoly

38.4%

Small Agriculture & Turf

Competitive

22.8%

Construction & Forestry

Oligopoly

25.4%

Financial Services

Competitive

12.7%

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.