VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Deere & Company vs Lam Research Corporation

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

Deere & Company

DE · New York Stock Exchange

Market cap (USD)$126.2B
SectorIndustrials
CountryUS
Data as of2025-12-29
Moat score
63/ 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 Deere & Company's moat claims, evidence, and risks.

View DE 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 63 / 100 for Deere & Company).
  • Segment focus: Deere & Company has 4 segments (38.4% in Production & Precision Agriculture); Lam Research Corporation has 2 segments (62.3% in Systems).
  • Moat breadth: Deere & Company has 5 moat types across 3 domains; Lam Research Corporation has 6 across 2.

Primary market context

Deere & Company

Production & Precision Agriculture

Market

Large-scale agricultural equipment and integrated precision agriculture technology

Geography

Global

Customer

Production-scale growers; dealer/retail channels

Role

OEM + precision ag platform provider

Revenue share

38.4%

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

Deere & Company
Lam Research Corporation
Ticker / Exchange
DE - New York Stock Exchange
LRCX - NASDAQ
Market cap (USD)
$126.2B
n/a
Sector
Industrials
Technology
HQ country
US
US
Primary segment
Production & Precision Agriculture
Systems
Market structure
Oligopoly
Oligopoly
Market share
n/a
8%-12% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
63 / 100
73 / 100
Moat domains
Demand, Supply, Financial
Demand, Supply
Last update
2025-12-29
2025-12-29

Moat coverage

Shared moat types

Data Workflow LockinService Field Network

Deere & Company strengths

Brand TrustSuite BundlingCost Of Capital Advantage

Lam Research Corporation strengths

Design In QualificationCapex Knowhow ScaleLearning Curve YieldInstalled Base Consumables

Segment mix

Deere & Company segments

Full profile >

Production & Precision Agriculture

Oligopoly

38.4%

Small Agriculture & Turf

Competitive

22.8%

Construction & Forestry

Oligopoly

25.4%

Financial Services

Competitive

12.7%

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.