VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Saturday, January 10, 2026

Stock Comparison

Taiwan Semiconductor Manufacturing Company Limited vs Lowe's Companies, Inc.

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

Taiwan Semiconductor Manufacturing Company Limited

2330 · Taiwan Stock Exchange

Market cap (USD)$43.6T
Gross margin (TTM)59%
Operating margin (TTM)49.5%
Net margin (TTM)43.7%
SectorTechnology
IndustrySemiconductors
CountryTW
Data as of2025-12-28
Moat score
92/ 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 Taiwan Semiconductor Manufacturing Company Limited's moat claims, evidence, and risks.

View 2330 analysis

Lowe's Companies, Inc.

LOW · New York Stock Exchange

Market cap (USD)$149.9B
Gross margin (TTM)31.4%
Operating margin (TTM)12.1%
Net margin (TTM)8.1%
SectorConsumer
IndustryHome Improvement
CountryUS
Data as of2026-01-06
Moat score
48/ 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 Lowe's Companies, Inc.'s moat claims, evidence, and risks.

View LOW analysis

Comparison highlights

  • Moat score gap: Taiwan Semiconductor Manufacturing Company Limited leads (92 / 100 vs 48 / 100 for Lowe's Companies, Inc.).
  • Segment focus: Taiwan Semiconductor Manufacturing Company Limited has 3 segments (74% in Leading-edge Foundry (7nm and below)); Lowe's Companies, Inc. has 1 segment (100% in Home Improvement Operations (Omnichannel)).
  • Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Strong vs Weak.
  • Moat breadth: Taiwan Semiconductor Manufacturing Company Limited has 7 moat types across 4 domains; Lowe's Companies, Inc. has 5 across 2.

Primary market context

Taiwan Semiconductor Manufacturing Company Limited

Leading-edge Foundry (7nm and below)

Market

Leading-edge semiconductor foundry services (<=7nm logic process technologies)

Geography

Global

Customer

Fabless semiconductor companies, system companies, and IDMs

Role

Dedicated foundry / contract manufacturer

Revenue share

74%

Lowe's Companies, Inc.

Home Improvement Operations (Omnichannel)

Market

U.S. home improvement retail and related services (DIY and Pro; omnichannel)

Geography

United States

Customer

DIY consumers and small-to-medium professional contractors

Role

Omnichannel retailer and distributor

Revenue share

100%

Side-by-side metrics

Taiwan Semiconductor Manufacturing Company Limited
Lowe's Companies, Inc.
Ticker / Exchange
2330 - Taiwan Stock Exchange
LOW - New York Stock Exchange
Market cap (USD)
$43.6T
$149.9B
Gross margin (TTM)
59%
31.4%
Operating margin (TTM)
49.5%
12.1%
Net margin (TTM)
43.7%
8.1%
Sector
Technology
Consumer
Industry
Semiconductors
Home Improvement
HQ country
TW
US
Primary segment
Leading-edge Foundry (7nm and below)
Home Improvement Operations (Omnichannel)
Market structure
Quasi-Monopoly
Competitive
Market share
70%-72% (reported)
n/a
HHI estimate
5,165
n/a
Pricing power
Strong
Weak
Moat score
92 / 100
48 / 100
Moat domains
Supply, Network, Demand, Financial
Supply, Demand
Last update
2025-12-28
2026-01-06

Moat coverage

Shared moat types

Scope EconomiesOperational Excellence

Taiwan Semiconductor Manufacturing Company Limited strengths

Capex Knowhow ScaleEcosystem ComplementsDesign In QualificationBenchmark Pricing PowerKeystone Component

Lowe's Companies, Inc. strengths

Physical Network DensitySupply Chain ControlHabit Default

Segment mix

Taiwan Semiconductor Manufacturing Company Limited segments

Full profile >

Leading-edge Foundry (7nm and below)

Quasi-Monopoly

74%

Mature & Specialty Foundry (16nm and above + specialty processes)

Oligopoly

26%

Advanced Packaging & 3DFabric (CoWoS, InFO, SoIC)

Oligopoly

n/a

Lowe's Companies, Inc. segments

Full profile >

Home Improvement Operations (Omnichannel)

Competitive

100%

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.