VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Monday, December 29, 2025

Stock Comparison

BE Semiconductor Industries N.V. vs Sartorius Stedim Biotech S.A.

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

Sartorius Stedim Biotech S.A.

DIM · Euronext Paris

Market cap (USD)$23.6B
SectorHealthcare
CountryFR
Data as of2025-12-28
Moat score
80/ 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 Sartorius Stedim Biotech S.A.'s moat claims, evidence, and risks.

View DIM analysis

Comparison highlights

  • Moat score gap: Sartorius Stedim Biotech S.A. leads (80 / 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)); Sartorius Stedim Biotech S.A. has 2 segments (75% in Sterile single-use bioprocessing consumables).
  • Moat breadth: BE Semiconductor Industries N.V. has 5 moat types across 2 domains; Sartorius Stedim Biotech S.A. 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%

Sartorius Stedim Biotech S.A.

Sterile single-use bioprocessing consumables

Market

Sterile single-use bioprocessing consumables (bags, filters, fluid management components)

Geography

Global

Customer

Biopharmaceutical manufacturers and CDMOs

Role

Consumables supplier (single-use)

Revenue share

75%

Side-by-side metrics

BE Semiconductor Industries N.V.
Sartorius Stedim Biotech S.A.
Ticker / Exchange
BESI - Euronext Amsterdam
DIM - Euronext Paris
Market cap (USD)
n/a
$23.6B
Sector
Technology
Healthcare
HQ country
NL
FR
Primary segment
Die Attach (incl. advanced die placement & hybrid bonding)
Sterile single-use bioprocessing consumables
Market structure
Oligopoly
Oligopoly
Market share
42%-44% (reported)
10%-25% (implied)
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
75 / 100
80 / 100
Moat domains
Supply, Demand
Demand, Supply, Legal
Last update
2025-12-28
2025-12-28

Moat coverage

Shared moat types

Capex Knowhow ScaleDesign In QualificationInstalled Base Consumables

BE Semiconductor Industries N.V. strengths

Switching Costs GeneralService Field Network

Sartorius Stedim Biotech S.A. strengths

Learning Curve YieldCompliance AdvantageSuite Bundling

Segment mix

BE Semiconductor Industries N.V. segments

Full profile >

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

Oligopoly

81%

Packaging & Plating

Competitive

19%

Sartorius Stedim Biotech S.A. segments

Full profile >

Sterile single-use bioprocessing consumables

Oligopoly

75%

Bioprocessing equipment, systems, and software/services

Oligopoly

25%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

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.