VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Edenred SE vs Lam Research Corporation

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

Edenred SE

EDEN · Euronext Paris

Market cap (USD)$5.2B
SectorFinancials
CountryFR
Data as of2025-12-28
Moat score
67/ 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 Edenred SE's moat claims, evidence, and risks.

View EDEN 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 67 / 100 for Edenred SE).
  • Segment focus: Edenred SE has 3 segments (65.2% in Benefits & Engagement); Lam Research Corporation has 2 segments (62.3% in Systems).
  • Moat breadth: Edenred SE has 7 moat types across 5 domains; Lam Research Corporation has 6 across 2.

Primary market context

Edenred SE

Benefits & Engagement

Market

Employee benefits and engagement solutions (meal vouchers, gift/incentives, engagement platforms)

Geography

Global

Customer

Employers / HR departments

Role

Issuer + payment network orchestrator (specific-purpose payments)

Revenue share

65.2%

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

Edenred SE
Lam Research Corporation
Ticker / Exchange
EDEN - Euronext Paris
LRCX - NASDAQ
Market cap (USD)
$5.2B
n/a
Sector
Financials
Technology
HQ country
FR
US
Primary segment
Benefits & Engagement
Systems
Market structure
Oligopoly
Oligopoly
Market share
n/a
8%-12% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
67 / 100
73 / 100
Moat domains
Legal, Network, Financial, Demand, Supply
Demand, Supply
Last update
2025-12-28
2025-12-29

Moat coverage

Shared moat types

Capex Knowhow Scale

Edenred SE strengths

Regulated Standards PipeTwo Sided NetworkFloat PrepaymentBrand TrustSwitching Costs GeneralSuite Bundling

Lam Research Corporation strengths

Design In QualificationLearning Curve YieldInstalled Base ConsumablesService Field NetworkData Workflow Lockin

Segment mix

Edenred SE segments

Full profile >

Benefits & Engagement

Oligopoly

65.2%

Mobility

Oligopoly

23.9%

Complementary Solutions

Competitive

10.8%

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.