VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Corteva, Inc. vs Lam Research Corporation

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

Corteva, Inc.

CTVA · New York Stock Exchange

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

View CTVA 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 60 / 100 for Corteva, Inc.).
  • Segment focus: Corteva, Inc. has 2 segments (56.5% in Seed); Lam Research Corporation has 2 segments (62.3% in Systems).
  • Moat breadth: Corteva, Inc. has 4 moat types across 3 domains; Lam Research Corporation has 6 across 2.

Primary market context

Corteva, Inc.

Seed

Market

Commercial agricultural seeds and traits (corn, soybean, and other crops)

Geography

Global

Customer

Farmers via agricultural retailers/dealers and distributors

Role

Seed genetics/trait developer + branded seed seller (OEM)

Revenue share

56.5%

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

Corteva, Inc.
Lam Research Corporation
Ticker / Exchange
CTVA - New York Stock Exchange
LRCX - NASDAQ
Market cap (USD)
n/a
n/a
Sector
Materials
Technology
HQ country
US
US
Primary segment
Seed
Systems
Market structure
Oligopoly
Oligopoly
Market share
n/a
8%-12% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
60 / 100
73 / 100
Moat domains
Legal, Supply, Demand
Demand, Supply
Last update
2025-12-28
2025-12-29

Moat coverage

Shared moat types

Learning Curve Yield

Corteva, Inc. strengths

IP Choke PointSuite BundlingOperational Excellence

Lam Research Corporation strengths

Design In QualificationCapex Knowhow ScaleInstalled Base ConsumablesService Field NetworkData Workflow Lockin

Segment mix

Corteva, Inc. segments

Full profile >

Seed

Oligopoly

56.5%

Crop Protection

Oligopoly

43.5%

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.