VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Tuesday, December 30, 2025
Stock Comparison
Costco Wholesale Corporation vs Lam Research Corporation
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Costco Wholesale Corporation
COST · Nasdaq Global Select Market
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Costco Wholesale Corporation's moat claims, evidence, and risks.
View COST analysisLam Research Corporation
LRCX · NASDAQ
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 analysisComparison highlights
- Moat score gap: Costco Wholesale Corporation leads (80 / 100 vs 73 / 100 for Lam Research Corporation).
- Segment focus: Costco Wholesale Corporation has 2 segments (98.1% in Warehouse club retail); Lam Research Corporation has 2 segments (62.3% in Systems).
- Primary market structure: Oligopoly vs Oligopoly. Pricing power: Weak vs Moderate.
- Moat breadth: Costco Wholesale Corporation has 6 moat types across 3 domains; Lam Research Corporation has 6 across 2.
Primary market context
Costco Wholesale Corporation
Warehouse club retail
Membership warehouse club retail (warehouse clubs, ancillary services, and e-commerce)
Global
Households and small businesses
Retailer (membership club)
98.1%
Lam Research Corporation
Systems
Wafer fabrication equipment (etch, deposition, clean and related wafer processing tools)
Global
Semiconductor manufacturers (memory, foundry, logic/IDM)
Equipment OEM
62.3%
Side-by-side metrics
Moat coverage
Shared moat types
No overlap yet.
Costco Wholesale Corporation strengths
Lam Research Corporation strengths
Segment mix
Costco Wholesale Corporation segments
Full profile >Warehouse club retail
Oligopoly
Membership fees (subscription)
Oligopoly
Lam Research Corporation segments
Full profile >Systems
Oligopoly
Customer Support Business Group (CSBG)
Quasi-Monopoly
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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.