VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Tuesday, December 30, 2025
Stock Comparison
Applied Materials, Inc. vs Lockheed Martin Corporation
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Applied Materials, Inc.
AMAT · The Nasdaq Stock Market LLC
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Applied Materials, Inc.'s moat claims, evidence, and risks.
View AMAT analysisLockheed Martin Corporation
LMT · New York Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Lockheed Martin Corporation's moat claims, evidence, and risks.
View LMT analysisComparison highlights
- Moat score gap: Lockheed Martin Corporation leads (81 / 100 vs 76 / 100 for Applied Materials, Inc.).
- Segment focus: Applied Materials, Inc. has 2 segments (73.3% in Semiconductor Systems); Lockheed Martin Corporation has 4 segments (40.3% in Aeronautics).
- Moat breadth: Applied Materials, Inc. has 7 moat types across 3 domains; Lockheed Martin Corporation has 5 across 3.
Primary market context
Applied Materials, Inc.
Semiconductor Systems
Wafer fabrication equipment (WFE) and adjacent front-end process equipment (deposition, etch, CMP, metrology/inspection) plus advanced packaging tools
Global
Semiconductor manufacturers (foundry, logic, memory) and advanced packaging providers
OEM equipment supplier
73.3%
Lockheed Martin Corporation
Aeronautics
Military fixed-wing aircraft (fighters and air mobility) plus sustainment and upgrades
Global (primarily U.S. and allied governments)
Defense ministries and armed services (direct and via foreign military sales)
Prime contractor / OEM / systems integrator
40.3%
Side-by-side metrics
Moat coverage
Shared moat types
Applied Materials, Inc. strengths
Lockheed Martin Corporation strengths
Segment mix
Applied Materials, Inc. segments
Full profile >Semiconductor Systems
Oligopoly
Applied Global Services (AGS)
Competitive
Lockheed Martin Corporation segments
Full profile >Aeronautics
Oligopoly
Missiles and Fire Control
Oligopoly
Rotary and Mission Systems
Oligopoly
Space
Oligopoly
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View the moat stocks listCuration & 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.