VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Allegion Public Limited Company vs Lam Research Corporation

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

Allegion Public Limited Company

ALLE · New York Stock Exchange

Market cap (USD)
SectorIndustrials
CountryIE
Data as of2025-12-26
Moat score
64/ 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 Allegion Public Limited Company's moat claims, evidence, and risks.

View ALLE 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: Lam Research Corporation leads (73 / 100 vs 64 / 100 for Allegion Public Limited Company).
  • Segment focus: Allegion Public Limited Company has 2 segments (79.9% in Allegion Americas); Lam Research Corporation has 2 segments (62.3% in Systems).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Allegion Public Limited Company has 6 moat types across 3 domains; Lam Research Corporation has 6 across 2.

Primary market context

Allegion Public Limited Company

Allegion Americas

Market

Security products, access solutions, and related services (mechanical + electronic) in North America

Geography

North America

Customer

Commercial, institutional, and residential facilities; channel partners (distributors, installers, retailers)

Role

Manufacturer/brand owner; sells via distribution/retail; provides services and some SaaS

Revenue share

79.9%

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

Allegion Public Limited Company
Lam Research Corporation
Ticker / Exchange
ALLE - New York Stock Exchange
LRCX - NASDAQ
Market cap (USD)
n/a
n/a
Sector
Industrials
Technology
HQ country
IE
US
Primary segment
Allegion Americas
Systems
Market structure
Competitive
Oligopoly
Market share
n/a
8%-12% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
64 / 100
73 / 100
Moat domains
Demand, Supply, Legal
Demand, Supply
Last update
2025-12-26
2025-12-29

Moat coverage

Shared moat types

Design In QualificationService Field NetworkData Workflow Lockin

Allegion Public Limited Company strengths

Distribution ControlBrand TrustCompliance Advantage

Lam Research Corporation strengths

Capex Knowhow ScaleLearning Curve YieldInstalled Base Consumables

Segment mix

Allegion Public Limited Company segments

Full profile >

Allegion Americas

Competitive

79.9%

Allegion International

Competitive

20.1%

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.