VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

BE Semiconductor Industries N.V. vs W.W. Grainger, 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

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

W.W. Grainger, Inc.

GWW · New York Stock Exchange

Market cap (USD)
SectorIndustrials
CountryUS
Data as of2026-01-01
Moat score
65/ 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 W.W. Grainger, Inc.'s moat claims, evidence, and risks.

View GWW analysis

Comparison highlights

  • Moat score gap: BE Semiconductor Industries N.V. leads (75 / 100 vs 65 / 100 for W.W. Grainger, Inc.).
  • Segment focus: BE Semiconductor Industries N.V. has 2 segments (81% in Die Attach (incl. advanced die placement & hybrid bonding)); W.W. Grainger, Inc. has 3 segments (79.9% in High-Touch Solutions N.A.).
  • 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; W.W. Grainger, Inc. has 5 across 2.

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%

W.W. Grainger, Inc.

High-Touch Solutions N.A.

Market

MRO (maintenance, repair and operations) products distribution and value-added inventory/procurement solutions

Geography

North America (U.S., Canada, Mexico, Puerto Rico)

Customer

Mid-size and large businesses with complex purchasing operations; also government and institutions

Role

Distributor / wholesaler + onsite inventory services

Revenue share

79.9%

Side-by-side metrics

BE Semiconductor Industries N.V.
W.W. Grainger, Inc.
Ticker / Exchange
BESI - Euronext Amsterdam
GWW - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Technology
Industrials
HQ country
NL
US
Primary segment
Die Attach (incl. advanced die placement & hybrid bonding)
High-Touch Solutions N.A.
Market structure
Oligopoly
Competitive
Market share
42%-44% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
75 / 100
65 / 100
Moat domains
Supply, Demand
Supply, Demand
Last update
2025-12-28
2026-01-01

Moat coverage

Shared moat types

Service Field Network

BE Semiconductor Industries N.V. strengths

Capex Knowhow ScaleDesign In QualificationSwitching Costs GeneralInstalled Base Consumables

W.W. Grainger, Inc. strengths

Data Workflow LockinScale Economies Unit CostScope EconomiesOperational Excellence

Segment mix

BE Semiconductor Industries N.V. segments

Full profile >

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

Oligopoly

81%

Packaging & Plating

Competitive

19%

W.W. Grainger, Inc. segments

Full profile >

High-Touch Solutions N.A.

Competitive

79.9%

Endless Assortment

Competitive

18.3%

Other (Cromwell U.K. + captive insurance)

Competitive

1.8%

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.