VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, January 5, 2026

Stock Comparison

BE Semiconductor Industries N.V. vs Emerson Electric Co.

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)$11.8B
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

Emerson Electric Co.

EMR · New York Stock Exchange

Market cap (USD)$76.4B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
Industry
CountryUS
Data as of2026-01-02
Moat score
70/ 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 Emerson Electric Co.'s moat claims, evidence, and risks.

View EMR analysis

Comparison highlights

  • Moat score gap: BE Semiconductor Industries N.V. leads (75 / 100 vs 70 / 100 for Emerson Electric Co.).
  • Segment focus: BE Semiconductor Industries N.V. has 2 segments (81% in Die Attach (incl. advanced die placement & hybrid bonding)); Emerson Electric Co. has 6 segments (24.2% in Final Control).
  • Moat breadth: BE Semiconductor Industries N.V. has 5 moat types across 2 domains; Emerson Electric Co. has 10 across 4.

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%

Emerson Electric Co.

Final Control

Market

Industrial control valves, isolation/shutoff valves, pressure relief & safety valves, actuators and regulators

Geography

Global

Customer

Process & hybrid manufacturers

Role

Automation components supplier

Revenue share

24.2%

Side-by-side metrics

BE Semiconductor Industries N.V.
Emerson Electric Co.
Ticker / Exchange
BESI - Euronext Amsterdam
EMR - New York Stock Exchange
Market cap (USD)
$11.8B
$76.4B
Gross margin (TTM)
61.7%
n/a
Operating margin (TTM)
29%
n/a
Net margin (TTM)
25.6%
n/a
Sector
Technology
Industrials
Industry
Semiconductors
n/a
HQ country
NL
US
Primary segment
Die Attach (incl. advanced die placement & hybrid bonding)
Final Control
Market structure
Oligopoly
Oligopoly
Market share
42%-44% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
75 / 100
70 / 100
Moat domains
Supply, Demand
Demand, Supply, Legal, Network
Last update
2025-12-28
2026-01-02

Moat coverage

Shared moat types

Design In QualificationInstalled Base ConsumablesService Field Network

BE Semiconductor Industries N.V. strengths

Capex Knowhow ScaleSwitching Costs General

Emerson Electric Co. strengths

Brand TrustCompliance AdvantageDistribution ControlData Workflow LockinSuite BundlingEcosystem ComplementsInteroperability Hub

Segment mix

BE Semiconductor Industries N.V. segments

Full profile >

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

Oligopoly

81%

Packaging & Plating

Competitive

19%

Emerson Electric Co. segments

Full profile >

Final Control

Oligopoly

24.2%

Measurement & Analytical

Oligopoly

22.9%

Discrete Automation

Competitive

13.9%

Safety & Productivity

Competitive

7.5%

Control Systems & Software

Oligopoly

23.2%

Test & Measurement

Competitive

8.2%

Want the full wide moat stocks list?

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

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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.