VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

CAR Group Limited vs Lam Research Corporation

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

CAR Group Limited

CAR · ASX

Market cap (USD)$7.8B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorCommunication Services
Industry
CountryAU
Data as of
Moat score
69/ 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 CAR Group Limited's moat claims, evidence, and risks.

View CAR analysis

Lam Research Corporation

LRCX · NASDAQ

Market cap (USD)$225.8B
Gross margin (TTM)49.3%
Operating margin (TTM)33%
Net margin (TTM)29.7%
SectorTechnology
IndustrySemiconductors
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 69 / 100 for CAR Group Limited).
  • Segment focus: CAR Group Limited has 5 segments (41% in Australia); Lam Research Corporation has 2 segments (62.3% in Systems).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: CAR Group Limited has 6 moat types across 3 domains; Lam Research Corporation has 6 across 2.

Primary market context

CAR Group Limited

Australia

Market

Online vehicle marketplace, dealer advertising & automotive data/services

Geography

Australia

Customer

Dealers, OEM advertisers, private sellers & buyers

Role

Two-sided marketplace + advertising + data/SaaS tools

Revenue share

41%

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

CAR Group Limited
Lam Research Corporation
Ticker / Exchange
CAR - ASX
LRCX - NASDAQ
Market cap (USD)
$7.8B
$225.8B
Gross margin (TTM)
n/a
49.3%
Operating margin (TTM)
n/a
33%
Net margin (TTM)
n/a
29.7%
Sector
Communication Services
Technology
Industry
n/a
Semiconductors
HQ country
AU
US
Primary segment
Australia
Systems
Market structure
Oligopoly
Oligopoly
Market share
n/a
8%-12% (implied)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
69 / 100
73 / 100
Moat domains
Network, Demand, Supply
Demand, Supply
Last update
2026-01-02
2025-12-29

Moat coverage

Shared moat types

No overlap yet.

CAR Group Limited strengths

Two Sided NetworkBrand TrustEcosystem ComplementsSwitching Costs GeneralOperational Excellenceminority-investment-optionality

Lam Research Corporation strengths

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

Segment mix

CAR Group Limited segments

Full profile >

Australia

Oligopoly

41%

North America

Oligopoly

26%

Latin America

Oligopoly

17.3%

Asia

Oligopoly

11.5%

Investments

Competitive

4.2%

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?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.