VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Microchip Technology Incorporated vs VeriSign, Inc.

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

Microchip Technology Incorporated

MCHP · NASDAQ

Market cap (USD)$34.9B
SectorTechnology
CountryUS
Data as of2025-12-29
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 Microchip Technology Incorporated's moat claims, evidence, and risks.

View MCHP analysis

VeriSign, Inc.

VRSN · Nasdaq Global Select Market

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-31
Moat score
100/ 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 VeriSign, Inc.'s moat claims, evidence, and risks.

View VRSN analysis

Comparison highlights

  • Moat score gap: VeriSign, Inc. leads (100 / 100 vs 71 / 100 for Microchip Technology Incorporated).
  • Segment focus: Microchip Technology Incorporated has 3 segments (51.1% in Mixed-signal Microcontrollers); VeriSign, Inc. has 1 segment (100% in Naming Services (.com and .net registry)).
  • Primary market structure: Oligopoly vs Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Microchip Technology Incorporated has 6 moat types across 3 domains; VeriSign, Inc. has 4 across 4.

Primary market context

Microchip Technology Incorporated

Mixed-signal Microcontrollers

Market

Embedded microcontrollers & microprocessors for embedded control

Geography

Global

Customer

OEMs and distributors (embedded system designers)

Role

IDM / hybrid manufacturing semiconductor supplier

Revenue share

51.1%

VeriSign, Inc.

Naming Services (.com and .net registry)

Market

Registry operator services for .com and .net top-level domains (domain registrations + authoritative DNS resolution)

Geography

Global

Customer

ICANN-accredited domain registrars (wholesale) and, indirectly, registrants

Role

Registry operator / DNS infrastructure provider

Revenue share

100%

Side-by-side metrics

Microchip Technology Incorporated
VeriSign, Inc.
Ticker / Exchange
MCHP - NASDAQ
VRSN - Nasdaq Global Select Market
Market cap (USD)
$34.9B
n/a
Sector
Technology
Technology
HQ country
US
US
Primary segment
Mixed-signal Microcontrollers
Naming Services (.com and .net registry)
Market structure
Oligopoly
Monopoly
Market share
6%-12% (implied)
100% (reported)
HHI estimate
n/a
10,000
Pricing power
Moderate
Strong
Moat score
71 / 100
100 / 100
Moat domains
Demand, Supply, Legal
Legal, Network, Supply, Financial
Last update
2025-12-29
2025-12-31

Moat coverage

Shared moat types

Operational Excellence

Microchip Technology Incorporated strengths

Training Org Change CostsSwitching Costs GeneralScope EconomiesIP Choke PointDesign In Qualification

VeriSign, Inc. strengths

Concession LicenseDe Facto StandardFloat Prepayment

Segment mix

Microchip Technology Incorporated segments

Full profile >

Mixed-signal Microcontrollers

Oligopoly

51.1%

Analog

Oligopoly

26.3%

Other (FPGA, memory, timing systems, manufacturing services, SuperFlash licensing)

Oligopoly

22.6%

VeriSign, Inc. segments

Full profile >

Naming Services (.com and .net registry)

Monopoly

100%

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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.