VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Tuesday, December 30, 2025
Stock Comparison
Carlisle Companies Incorporated vs Lam Research Corporation
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Carlisle Companies Incorporated
CSL · New York Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Carlisle Companies Incorporated's moat claims, evidence, and risks.
View CSL 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: Lam Research Corporation leads (73 / 100 vs 61 / 100 for Carlisle Companies Incorporated).
- Segment focus: Carlisle Companies Incorporated has 2 segments (74% in Carlisle Construction Materials (CCM)); Lam Research Corporation has 2 segments (62.3% in Systems).
- Moat breadth: Carlisle Companies Incorporated has 4 moat types across 2 domains; Lam Research Corporation has 6 across 2.
Primary market context
Carlisle Companies Incorporated
Carlisle Construction Materials (CCM)
Commercial roofing systems (single-ply membranes, insulation, accessories) and architectural metal roofing/wall systems
Primarily United States; also Europe
Contractors, building owners, distributors
Manufacturer and system supplier
74%
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.
Carlisle Companies Incorporated strengths
Lam Research Corporation strengths
Segment mix
Carlisle Companies Incorporated segments
Full profile >Carlisle Construction Materials (CCM)
Oligopoly
Carlisle Weatherproofing Technologies (CWT)
Competitive
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.