VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Tuesday, December 30, 2025
Stock Comparison
HENSOLDT AG vs Lam Research Corporation
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
HENSOLDT AG
HAG · Xetra
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Lam 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: HENSOLDT AG leads (77 / 100 vs 73 / 100 for Lam Research Corporation).
- Segment focus: HENSOLDT AG has 2 segments (84.6% in Sensors); Lam Research Corporation has 2 segments (62.3% in Systems).
- Moat breadth: HENSOLDT AG has 3 moat types across 2 domains; Lam Research Corporation has 6 across 2.
Primary market context
HENSOLDT AG
Sensors
Defence and security sensor solutions (radar, electronic warfare, avionics, mission systems integration)
Global (Europe-centric)
Government defence ministries/armed forces and defence prime contractors
Defence electronics supplier / system integrator
84.6%
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
HENSOLDT AG strengths
Lam Research Corporation strengths
Segment mix
HENSOLDT AG segments
Full profile >Sensors
Oligopoly
Optronics
Oligopoly
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 Pricing, features, and availability may be incomplete or out of date.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.