VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Bureau Veritas S.A. vs Lam Research Corporation

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

Bureau Veritas S.A.

BVI · Euronext Paris

Market cap (USD)
SectorIndustrials
CountryFR
Data as of2025-12-28
Moat score
66/ 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 Bureau Veritas S.A.'s moat claims, evidence, and risks.

View BVI 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 66 / 100 for Bureau Veritas S.A.).
  • Segment focus: Bureau Veritas S.A. has 6 segments (29.3% in Buildings & Infrastructure); Lam Research Corporation has 2 segments (62.3% in Systems).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Bureau Veritas S.A. has 6 moat types across 3 domains; Lam Research Corporation has 6 across 2.

Primary market context

Bureau Veritas S.A.

Buildings & Infrastructure

Market

Construction, buildings and infrastructure inspection/testing and project assurance

Geography

Global

Customer

Developers, contractors, infrastructure operators, public authorities

Role

Third-party testing/inspection and compliance verification across project lifecycle

Revenue share

29.3%

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

Bureau Veritas S.A.
Lam Research Corporation
Ticker / Exchange
BVI - Euronext Paris
LRCX - NASDAQ
Market cap (USD)
n/a
n/a
Sector
Industrials
Technology
HQ country
FR
US
Primary segment
Buildings & Infrastructure
Systems
Market structure
Competitive
Oligopoly
Market share
n/a
8%-12% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
66 / 100
73 / 100
Moat domains
Legal, Supply, Demand
Demand, Supply
Last update
2025-12-28
2025-12-29

Moat coverage

Shared moat types

Service Field NetworkCapex Knowhow Scale

Bureau Veritas S.A. strengths

Regulated Standards PipeProcurement InertiaOperational ExcellenceSwitching Costs General

Lam Research Corporation strengths

Design In QualificationLearning Curve YieldInstalled Base ConsumablesData Workflow Lockin

Segment mix

Bureau Veritas S.A. segments

Full profile >

Marine & Offshore

Oligopoly

8.1%

Agri-Food & Commodities

Competitive

20.3%

Industry

Competitive

21.1%

Buildings & Infrastructure

Competitive

29.3%

Certification

Competitive

8.4%

Consumer Products Services

Competitive

12.8%

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.