VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Auckland International Airport Limited vs Lam Research Corporation

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

Auckland International Airport Limited

AIA · NZX

Market cap (USD)
SectorIndustrials
CountryNZ
Data as of2025-12-28
Moat score
74/ 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 Auckland International Airport Limited's moat claims, evidence, and risks.

View AIA 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: Auckland International Airport Limited leads (74 / 100 vs 73 / 100 for Lam Research Corporation).
  • Segment focus: Auckland International Airport Limited has 3 segments; Lam Research Corporation has 2 segments (62.3% in Systems).
  • Primary market structure: Monopoly vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Auckland International Airport Limited has 5 moat types across 3 domains; Lam Research Corporation has 6 across 2.

Primary market context

Auckland International Airport Limited

Aeronautical (regulated airport services)

Market

Aeronautical airport services at Auckland Airport (airfield landing/parking, passenger terminal and related charges)

Geography

New Zealand (Auckland catchment)

Customer

Airlines and aviation operators (direct customers); passengers indirectly

Role

Airport infrastructure operator

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

Auckland International Airport Limited
Lam Research Corporation
Ticker / Exchange
AIA - NZX
LRCX - NASDAQ
Market cap (USD)
n/a
n/a
Sector
Industrials
Technology
HQ country
NZ
US
Primary segment
Aeronautical (regulated airport services)
Systems
Market structure
Monopoly
Oligopoly
Market share
n/a
8%-12% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
74 / 100
73 / 100
Moat domains
Legal, Supply, Demand
Demand, Supply
Last update
2025-12-28
2025-12-29

Moat coverage

Shared moat types

No overlap yet.

Auckland International Airport Limited strengths

Permits Rights Of WayCapacity MoatDistribution ControlLong Term ContractsGeographic Natural

Lam Research Corporation strengths

Design In QualificationCapex Knowhow ScaleLearning Curve YieldInstalled Base ConsumablesService Field NetworkData Workflow Lockin

Segment mix

Auckland International Airport Limited segments

Full profile >

Aeronautical (regulated airport services)

Monopoly

n/a

Retail concessions and car parking

Quasi-Monopoly

n/a

Commercial property and precinct development

Competitive

n/a

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.