VOL. XCIV, NO. 247
* WIDE MOAT STOCKS COMPARISON *
NO ADVICE
Monday, December 29, 2025
Stock Comparison
BE Semiconductor Industries N.V. vs Fortinet, 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 analysisFortinet, Inc.
FTNT · NASDAQ
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Fortinet, Inc.'s moat claims, evidence, and risks.
View FTNT analysisComparison highlights
- Moat score gap: Fortinet, Inc. leads (84 / 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)); Fortinet, Inc. has 2 segments (68% in Subscriptions & Support Services).
- Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Strong vs Strong.
- Moat breadth: BE Semiconductor Industries N.V. has 5 moat types across 2 domains; Fortinet, Inc. has 7 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%
Fortinet, Inc.
Subscriptions & Support Services
Cybersecurity subscriptions and technical support for Fortinet installed base (FortiGuard + FortiCare)
Global
Installed-base enterprises and channel partners
Vendor (subscription/support services)
68%
Side-by-side metrics
Moat coverage
Shared moat types
BE Semiconductor Industries N.V. strengths
Fortinet, Inc. strengths
Segment mix
BE Semiconductor Industries N.V. segments
Full profile >Die Attach (incl. advanced die placement & hybrid bonding)
Oligopoly
Packaging & Plating
Competitive
Fortinet, Inc. segments
Full profile >Secure Networking Products
Oligopoly
Subscriptions & Support Services
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.