VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Sunday, January 11, 2026
Stock Comparison
BE Semiconductor Industries N.V. vs Global Payments 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 analysisGlobal Payments Inc.
GPN · New York Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Global Payments Inc.'s moat claims, evidence, and risks.
View GPN analysisComparison highlights
- Moat score gap: BE Semiconductor Industries N.V. leads (75 / 100 vs 62 / 100 for Global Payments Inc.).
- Segment focus: BE Semiconductor Industries N.V. has 2 segments (81% in Die Attach (incl. advanced die placement & hybrid bonding)); Global Payments Inc. has 2 segments (76.1% in Merchant Solutions).
- 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; Global Payments Inc. has 6 across 4.
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%
Global Payments Inc.
Merchant Solutions
Merchant acquiring and integrated payments (card-present and e-commerce)
Global
Merchants (SMB to enterprise) and software platforms
Acquirer and payment processor
76.1%
Side-by-side metrics
Moat coverage
Shared moat types
BE Semiconductor Industries N.V. strengths
Global Payments Inc. strengths
Segment mix
BE Semiconductor Industries N.V. segments
Full profile >Die Attach (incl. advanced die placement & hybrid bonding)
Oligopoly
Packaging & Plating
Competitive
Global Payments Inc. segments
Full profile >Merchant Solutions
Competitive
Issuer Solutions
Oligopoly
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Proven models entering the expansion stage with unit economics that work.
View expansion-stage stocksCuration & 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.