VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Entegris, Inc. vs Workday, 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)$20.4B
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

Workday, Inc.

WDAY · NASDAQ

Market cap (USD)$36.8B
Gross margin (TTM)75.6%
Operating margin (TTM)6.7%
Net margin (TTM)7%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2025-12-23
Moat score
71/ 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 Workday, Inc.'s moat claims, evidence, and risks.

View WDAY analysis

Comparison highlights

  • Moat score gap: Entegris, Inc. leads (79 / 100 vs 71 / 100 for Workday, Inc.).
  • Segment focus: Entegris, Inc. has 2 segments (56.9% in Advanced Purity Solutions); Workday, Inc. has 2 segments (91.4% in Subscription services (Workday cloud applications + platform)).
  • Moat breadth: Entegris, Inc. has 4 moat types across 2 domains; Workday, Inc. has 5 across 2.

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%

Workday, Inc.

Subscription services (Workday cloud applications + platform)

Market

Enterprise cloud applications for managing people and money (HCM, financial management, spend, planning & analytics)

Geography

Global

Customer

Medium to large organizations (including higher education and government)

Role

SaaS application vendor and extensible platform provider

Revenue share

91.4%

Side-by-side metrics

Entegris, Inc.
Workday, Inc.
Ticker / Exchange
ENTG - The Nasdaq Global Select Market
WDAY - NASDAQ
Market cap (USD)
$20.4B
$36.8B
Gross margin (TTM)
43%
75.6%
Operating margin (TTM)
15%
6.7%
Net margin (TTM)
7.4%
7%
Sector
Technology
Technology
Industry
Semiconductors
Software - Application
HQ country
US
US
Primary segment
Advanced Purity Solutions
Subscription services (Workday cloud applications + platform)
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
79 / 100
71 / 100
Moat domains
Demand, Supply
Demand, Network
Last update
2025-12-26
2025-12-23

Moat coverage

Shared moat types

No overlap yet.

Entegris, Inc. strengths

Design In QualificationLearning Curve YieldInstalled Base ConsumablesService Field Network

Workday, Inc. strengths

Training Org Change CostsData Workflow LockinSuite BundlingEcosystem ComplementsWorkday implementation expertise

Segment mix

Entegris, Inc. segments

Full profile >

Materials Solutions

Oligopoly

43.1%

Advanced Purity Solutions

Oligopoly

56.9%

Workday, Inc. segments

Full profile >

Subscription services (Workday cloud applications + platform)

Oligopoly

91.4%

Professional services (deployment, optimization, training)

Competitive

8.6%

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

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.