VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

BE Semiconductor Industries N.V. vs Monster Beverage Corporation

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

Monster Beverage Corporation

MNST · Nasdaq Global Select Market

Market cap (USD)$65.7B
SectorConsumer
CountryUS
Data as of2025-12-31
Moat score
76/ 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 Monster Beverage Corporation's moat claims, evidence, and risks.

View MNST analysis

Comparison highlights

  • Moat score gap: Monster Beverage Corporation leads (76 / 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)); Monster Beverage Corporation has 4 segments (91.6% in Monster Energy Drinks).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: BE Semiconductor Industries N.V. has 5 moat types across 2 domains; Monster Beverage Corporation has 5 across 3.

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%

Monster Beverage Corporation

Monster Energy Drinks

Market

Energy drinks

Geography

Global

Customer

Retail consumers (via bottlers/distributors and retailers); some direct-to-retail

Role

Brand owner, marketer, and RTD finished-goods seller

Revenue share

91.6%

Side-by-side metrics

BE Semiconductor Industries N.V.
Monster Beverage Corporation
Ticker / Exchange
BESI - Euronext Amsterdam
MNST - Nasdaq Global Select Market
Market cap (USD)
n/a
$65.7B
Sector
Technology
Consumer
HQ country
NL
US
Primary segment
Die Attach (incl. advanced die placement & hybrid bonding)
Monster Energy Drinks
Market structure
Oligopoly
Oligopoly
Market share
42%-44% (reported)
33%-35% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
75 / 100
76 / 100
Moat domains
Supply, Demand
Supply, Demand, Legal
Last update
2025-12-28
2025-12-31

Moat coverage

Shared moat types

No overlap yet.

BE Semiconductor Industries N.V. strengths

Capex Knowhow ScaleDesign In QualificationSwitching Costs GeneralInstalled Base ConsumablesService Field Network

Monster Beverage Corporation strengths

Distribution ControlBrand TrustPreferential Input AccessContractual ExclusivitySpecialty flavor formulations (AFF)

Segment mix

BE Semiconductor Industries N.V. segments

Full profile >

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

Oligopoly

81%

Packaging & Plating

Competitive

19%

Monster Beverage Corporation segments

Full profile >

Monster Energy Drinks

Oligopoly

91.6%

Strategic Brands

Oligopoly

5.8%

Alcohol Brands

Competitive

2.3%

Other (AFF Third-Party Products)

Competitive

0.3%

Want the full wide moat stocks list?

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

View the moat stocks list

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.