VOL. XCIV, NO. 247
* WIDE MOAT STOCKS COMPARISON *
NO ADVICE
Monday, December 29, 2025
Stock Comparison
BE Semiconductor Industries N.V. vs Etsy, 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
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 analysisEtsy, Inc.
ETSY · New York Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Comparison highlights
- Moat score gap: BE Semiconductor Industries N.V. leads (75 / 100 vs 66 / 100 for Etsy, Inc.).
- Segment focus: BE Semiconductor Industries N.V. has 2 segments (81% in Die Attach (incl. advanced die placement & hybrid bonding)); Etsy, Inc. has 2 segments (72% in Marketplace Platform (transaction fees + payments processing + listing fees)).
- Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Moderate.
- Moat breadth: BE Semiconductor Industries N.V. has 5 moat types across 2 domains; Etsy, Inc. has 6 across 3.
Primary market context
BE Semiconductor Industries N.V.
Die Attach (incl. advanced die placement & hybrid bonding)
Semiconductor assembly equipment - die attach & advanced die placement/hybrid bonding systems
Global
Semiconductor IDMs, foundries, and OSATs
Capital equipment OEM (back-end/advanced packaging)
81%
Etsy, Inc.
Marketplace Platform (transaction fees + payments processing + listing fees)
Specialty e-commerce marketplaces (handmade/unique goods and resale fashion)
Global
Consumers and independent sellers
Two-sided marketplace operator and payments facilitator
72%
Side-by-side metrics
Moat coverage
Shared moat types
No overlap yet.
BE Semiconductor Industries N.V. strengths
Etsy, Inc. strengths
Segment mix
BE Semiconductor Industries N.V. segments
Full profile >Die Attach (incl. advanced die placement & hybrid bonding)
Oligopoly
Packaging & Plating
Competitive
Etsy, Inc. segments
Full profile >Marketplace Platform (transaction fees + payments processing + listing fees)
Competitive
Seller Services (on-site advertising + shipping labels + other)
Quasi-Monopoly
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View the moat stocks listCuration & 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.