VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

BE Semiconductor Industries N.V. vs Pfizer 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

Pfizer Inc.

PFE · New York Stock Exchange

Market cap (USD)$142.1B
SectorHealthcare
CountryUS
Data as of2025-12-29
Moat score
58/ 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 Pfizer Inc.'s moat claims, evidence, and risks.

View PFE analysis

Comparison highlights

  • Moat score gap: BE Semiconductor Industries N.V. leads (75 / 100 vs 58 / 100 for Pfizer Inc.).
  • Segment focus: BE Semiconductor Industries N.V. has 2 segments (81% in Die Attach (incl. advanced die placement & hybrid bonding)); Pfizer Inc. has 5 segments (47.4% in Primary Care).
  • 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; Pfizer Inc. has 8 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%

Pfizer Inc.

Primary Care

Market

Branded primary care medicines and vaccines (incl. cardiovascular, migraine, pneumococcal/RSV/COVID-19)

Geography

Global

Customer

Healthcare providers, payers/PBMs, pharmacies/wholesalers, and government procurement

Role

Innovator biopharma (R&D + manufacturing + commercialization)

Revenue share

47.4%

Side-by-side metrics

BE Semiconductor Industries N.V.
Pfizer Inc.
Ticker / Exchange
BESI - Euronext Amsterdam
PFE - New York Stock Exchange
Market cap (USD)
n/a
$142.1B
Sector
Technology
Healthcare
HQ country
NL
US
Primary segment
Die Attach (incl. advanced die placement & hybrid bonding)
Primary Care
Market structure
Oligopoly
Oligopoly
Market share
42%-44% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
75 / 100
58 / 100
Moat domains
Supply, Demand
Legal, Demand, Supply
Last update
2025-12-28
2025-12-29

Moat coverage

Shared moat types

Capex Knowhow Scale

BE Semiconductor Industries N.V. strengths

Design In QualificationSwitching Costs GeneralInstalled Base ConsumablesService Field Network

Pfizer Inc. strengths

IP Choke PointProcurement InertiaGovernment Contracting RelationshipsCompliance AdvantageLong Term ContractsOperational ExcellenceEmbedded R&D partnership platform

Segment mix

BE Semiconductor Industries N.V. segments

Full profile >

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

Oligopoly

81%

Packaging & Plating

Competitive

19%

Pfizer Inc. segments

Full profile >

Primary Care

Oligopoly

47.4%

Specialty Care

Oligopoly

26.2%

Oncology

Competitive

24.5%

Pfizer CentreOne

Competitive

1.8%

Pfizer Ignite

Competitive

0.1%

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.