VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Colgate-Palmolive Company vs Lam Research Corporation

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

Colgate-Palmolive Company

CL · New York Stock Exchange

Market cap (USD)
SectorConsumer
CountryUS
Data as of2025-12-31
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 Colgate-Palmolive Company's moat claims, evidence, and risks.

View CL 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: Colgate-Palmolive Company leads (74 / 100 vs 73 / 100 for Lam Research Corporation).
  • Segment focus: Colgate-Palmolive Company has 4 segments (43% in Oral Care); Lam Research Corporation has 2 segments (62.3% in Systems).
  • Moat breadth: Colgate-Palmolive Company has 2 moat types across 2 domains; Lam Research Corporation has 6 across 2.

Primary market context

Colgate-Palmolive Company

Oral Care

Market

Oral care products (toothpaste, manual toothbrushes, mouthwash)

Geography

Global

Customer

Consumers; also dentists and oral health professionals (pharma dental products)

Role

Branded consumer products manufacturer

Revenue share

43%

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

Colgate-Palmolive Company
Lam Research Corporation
Ticker / Exchange
CL - New York Stock Exchange
LRCX - NASDAQ
Market cap (USD)
n/a
n/a
Sector
Consumer
Technology
HQ country
US
US
Primary segment
Oral Care
Systems
Market structure
Oligopoly
Oligopoly
Market share
41.4% (reported)
8%-12% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
74 / 100
73 / 100
Moat domains
Demand, Supply
Demand, Supply
Last update
2025-12-31
2025-12-29

Moat coverage

Shared moat types

No overlap yet.

Colgate-Palmolive Company strengths

Brand TrustDistribution Control

Lam Research Corporation strengths

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

Segment mix

Colgate-Palmolive Company segments

Full profile >

Oral Care

Oligopoly

43%

Personal Care

Competitive

18%

Home Care

Competitive

17%

Pet Nutrition

Oligopoly

22%

Lam Research Corporation segments

Full profile >

Systems

Oligopoly

62.3%

Customer Support Business Group (CSBG)

Quasi-Monopoly

37.7%

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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.