VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Entegris, Inc. vs Shopify Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Entegris, Inc.

ENTG · The Nasdaq Global Select Market

Market cap (USD)$22.7B
Gross margin (TTM)43%
Operating margin (TTM)15%
Net margin (TTM)7.4%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2025-12-26
Moat score
79/ 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 Entegris, Inc.'s moat claims, evidence, and risks.

View ENTG analysis

Shopify Inc.

SHOP · Nasdaq Global Select Market

Market cap (USD)$163.7B
Gross margin (TTM)48.1%
Operating margin (TTM)12.7%
Net margin (TTM)10.7%
SectorTechnology
IndustrySoftware - Application
CountryCA
Data as of2026-04-25
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 Shopify Inc.'s moat claims, evidence, and risks.

View SHOP analysis

Comparison highlights

  • Moat score gap: Entegris, Inc. leads (79 / 100 vs 73 / 100 for Shopify Inc.).
  • Segment focus: Entegris, Inc. has 2 segments (56.9% in Advanced Purity Solutions); Shopify Inc. has 2 segments (76.2% in Merchant Solutions).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Entegris, Inc. has 4 moat types across 2 domains; Shopify Inc. has 7 across 3.

Primary market context

Entegris, Inc.

Advanced Purity Solutions

Market

Semiconductor contamination control & purity infrastructure (liquid/gas filtration & purification, microenvironments, fluid management/materials handling)

Geography

Global

Customer

Semiconductor fabs, chemical manufacturers, and OEMs

Role

Contamination-control and materials-handling solutions supplier

Revenue share

56.9%

Shopify Inc.

Merchant Solutions

Market

Integrated merchant payments, checkout, lending, shipping, POS hardware, partner referrals, ads and buyer-acquisition services for Shopify merchants

Geography

Global, with Shopify Payments and related solutions available across selected countries

Customer

Shopify merchants, Shopify Plus merchants, retail operators and buyers using Shop Pay or Shop App

Role

Embedded payments, checkout, fintech, fulfillment-adjacent and commerce-services layer attached to Shopify storefronts

Revenue share

76.2%

Side-by-side metrics

Entegris, Inc.
Shopify Inc.
Ticker / Exchange
ENTG - The Nasdaq Global Select Market
SHOP - Nasdaq Global Select Market
Market cap (USD)
$22.7B
$163.7B
Gross margin (TTM)
43%
48.1%
Operating margin (TTM)
15%
12.7%
Net margin (TTM)
7.4%
10.7%
Sector
Technology
Technology
Industry
Semiconductors
Software - Application
HQ country
US
CA
Primary segment
Advanced Purity Solutions
Merchant Solutions
Market structure
Oligopoly
Competitive
Market share
n/a
65.6% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
79 / 100
73 / 100
Moat domains
Demand, Supply
Network, Demand, Supply
Last update
2025-12-26
2026-04-25

Moat coverage

Shared moat types

No overlap yet.

Entegris, Inc. strengths

Design In QualificationLearning Curve YieldInstalled Base ConsumablesService Field Network

Shopify Inc. strengths

Ecosystem ComplementsData Workflow LockinBrand TrustSuite BundlingKeystone ComponentHabit DefaultScale Economies Unit Cost

Segment mix

Entegris, Inc. segments

Full profile >

Materials Solutions

Oligopoly

43.1%

Advanced Purity Solutions

Oligopoly

56.9%

Shopify Inc. segments

Full profile >

Subscription Solutions

Competitive

23.8%

Merchant Solutions

Competitive

76.2%

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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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.