VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

BE Semiconductor Industries N.V. vs Wolters Kluwer N.V.

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

Wolters Kluwer N.V.

WKL · Euronext Amsterdam

Market cap (USD)$23.9B
SectorIndustrials
CountryNL
Data as of2025-12-29
Moat score
73/ 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 Wolters Kluwer N.V.'s moat claims, evidence, and risks.

View WKL analysis

Comparison highlights

  • Moat score gap: BE Semiconductor Industries N.V. leads (75 / 100 vs 73 / 100 for Wolters Kluwer N.V.).
  • Segment focus: BE Semiconductor Industries N.V. has 2 segments (81% in Die Attach (incl. advanced die placement & hybrid bonding)); Wolters Kluwer N.V. has 5 segments (26.8% in Health).
  • Moat breadth: BE Semiconductor Industries N.V. has 5 moat types across 2 domains; Wolters Kluwer N.V. has 6 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%

Wolters Kluwer N.V.

Health

Market

Clinical decision support and clinical drug information solutions (point-of-care) for healthcare providers

Geography

Global

Customer

Hospitals/health systems, clinicians, payers, and academic institutions

Role

Software + expert content provider

Revenue share

26.8%

Side-by-side metrics

BE Semiconductor Industries N.V.
Wolters Kluwer N.V.
Ticker / Exchange
BESI - Euronext Amsterdam
WKL - Euronext Amsterdam
Market cap (USD)
n/a
$23.9B
Sector
Technology
Industrials
HQ country
NL
NL
Primary segment
Die Attach (incl. advanced die placement & hybrid bonding)
Health
Market structure
Oligopoly
Oligopoly
Market share
42%-44% (reported)
85%-90% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
75 / 100
73 / 100
Moat domains
Supply, Demand
Demand, Legal
Last update
2025-12-28
2025-12-29

Moat coverage

Shared moat types

Switching Costs General

BE Semiconductor Industries N.V. strengths

Capex Knowhow ScaleDesign In QualificationInstalled Base ConsumablesService Field Network

Wolters Kluwer N.V. strengths

Data Workflow LockinBrand TrustSuite BundlingCompliance AdvantageLong Term Contracts

Segment mix

BE Semiconductor Industries N.V. segments

Full profile >

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

Oligopoly

81%

Packaging & Plating

Competitive

19%

Wolters Kluwer N.V. segments

Full profile >

Health

Oligopoly

26.8%

Tax & Accounting

Oligopoly

26.4%

Financial & Corporate Compliance

Oligopoly

20.8%

Legal & Regulatory

Oligopoly

16%

Corporate Performance & ESG

Competitive

10.1%

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.