VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Copart, Inc. vs Lam Research Corporation

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

Copart, Inc.

CPRT · The NASDAQ Global Select Market

Market cap (USD)
SectorIndustrials
CountryUS
Data as of2025-12-28
Moat score
71/ 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 Copart, Inc.'s moat claims, evidence, and risks.

View CPRT 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 71 / 100 for Copart, Inc.).
  • Segment focus: Copart, Inc. has 2 segments (83% in United States); Lam Research Corporation has 2 segments (62.3% in Systems).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: n/a vs Moderate.
  • Moat breadth: Copart, Inc. has 5 moat types across 5 domains; Lam Research Corporation has 6 across 2.

Primary market context

Copart, Inc.

United States

Market

Online salvage & used vehicle remarketing services

Geography

United States

Customer

Vehicle sellers (insurance carriers, dealers, fleets) and vehicle buyers (dismantlers, rebuilders, dealers, exporters, consumers)

Role

Intermediary marketplace + ancillary services (transport, storage, title)

Revenue share

83%

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

Copart, Inc.
Lam Research Corporation
Ticker / Exchange
CPRT - The NASDAQ Global Select Market
LRCX - NASDAQ
Market cap (USD)
n/a
n/a
Sector
Industrials
Technology
HQ country
US
US
Primary segment
United States
Systems
Market structure
Oligopoly
Oligopoly
Market share
n/a
8%-12% (implied)
HHI estimate
n/a
n/a
Pricing power
n/a
Moderate
Moat score
71 / 100
73 / 100
Moat domains
Network, Supply, Demand, Legal, Financial
Demand, Supply
Last update
2025-12-28
2025-12-29

Moat coverage

Shared moat types

Service Field NetworkData Workflow Lockin

Copart, Inc. strengths

Two Sided NetworkCompliance AdvantageBenchmark Pricing Power

Lam Research Corporation strengths

Design In QualificationCapex Knowhow ScaleLearning Curve YieldInstalled Base Consumables

Segment mix

Copart, Inc. segments

Full profile >

United States

Oligopoly

83%

International

Competitive

17%

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.