VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Anheuser-Busch InBev SA/NV vs Lam Research Corporation

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

Anheuser-Busch InBev SA/NV

ABI · Euronext Brussels

Market cap (USD)$115.5B
SectorConsumer
CountryBE
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 Anheuser-Busch InBev SA/NV's moat claims, evidence, and risks.

View ABI analysis

Lam Research Corporation

LRCX · NASDAQ

Market cap (USD)
SectorTechnology
CountryUS
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 Lam Research Corporation's moat claims, evidence, and risks.

View LRCX analysis

Comparison highlights

  • Moat score gap: Anheuser-Busch InBev SA/NV leads (75 / 100 vs 73 / 100 for Lam Research Corporation).
  • Segment focus: Anheuser-Busch InBev SA/NV has 6 segments (28.6% in Middle Americas); Lam Research Corporation has 2 segments (62.3% in Systems).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Anheuser-Busch InBev SA/NV has 5 moat types across 3 domains; Lam Research Corporation has 6 across 2.

Primary market context

Anheuser-Busch InBev SA/NV

Middle Americas

Market

Beer and malt-based beverages (plus growing no-alcohol and Beyond Beer)

Geography

Mexico, Central America, and Caribbean (AB InBev reporting segment)

Customer

Retailers and on-premise outlets

Role

Brewer / brand owner + route-to-market operator

Revenue share

28.6%

Lam Research Corporation

Systems

Market

Wafer fabrication equipment (etch, deposition, clean and related wafer processing tools)

Geography

Global

Customer

Semiconductor manufacturers (memory, foundry, logic/IDM)

Role

Equipment OEM

Revenue share

62.3%

Side-by-side metrics

Anheuser-Busch InBev SA/NV
Lam Research Corporation
Ticker / Exchange
ABI - Euronext Brussels
LRCX - NASDAQ
Market cap (USD)
$115.5B
n/a
Sector
Consumer
Technology
HQ country
BE
US
Primary segment
Middle Americas
Systems
Market structure
Duopoly
Oligopoly
Market share
n/a
8%-12% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
75 / 100
73 / 100
Moat domains
Demand, Supply, Network
Demand, Supply
Last update
2025-12-28
2025-12-29

Moat coverage

Shared moat types

Data Workflow Lockin

Anheuser-Busch InBev SA/NV strengths

Brand TrustScale Economies Unit CostDistribution ControlTwo Sided Network

Lam Research Corporation strengths

Design In QualificationCapex Knowhow ScaleLearning Curve YieldInstalled Base ConsumablesService Field Network

Segment mix

Anheuser-Busch InBev SA/NV segments

Full profile >

North America

Oligopoly

24.5%

Middle Americas

Duopoly

28.6%

South America

Oligopoly

20.8%

EMEA

Oligopoly

15.1%

Asia Pacific

Competitive

10.4%

Global Export & Holding Companies

Competitive

0.7%

Lam Research Corporation segments

Full profile >

Systems

Oligopoly

62.3%

Customer Support Business Group (CSBG)

Quasi-Monopoly

37.7%

Want the full wide moat stocks list?

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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.