VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Huntington Ingalls Industries, Inc. vs Lam Research Corporation

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

Huntington Ingalls Industries, Inc.

HII · New York Stock Exchange

Market cap (USD)$13.9B
SectorIndustrials
CountryUS
Data as of2025-12-23
Moat score
83/ 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 Huntington Ingalls Industries, Inc.'s moat claims, evidence, and risks.

View HII 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: Huntington Ingalls Industries, Inc. leads (83 / 100 vs 73 / 100 for Lam Research Corporation).
  • Segment focus: Huntington Ingalls Industries, Inc. has 3 segments (51.7% in Newport News Shipbuilding (Nuclear Shipbuilding)); Lam Research Corporation has 2 segments (62.3% in Systems).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Huntington Ingalls Industries, Inc. has 6 moat types across 3 domains; Lam Research Corporation has 6 across 2.

Primary market context

Huntington Ingalls Industries, Inc.

Newport News Shipbuilding (Nuclear Shipbuilding)

Market

U.S. Navy nuclear shipbuilding and carrier lifecycle services (CVN construction/RCOH/inactivation + SSN/SSBN construction)

Geography

United States

Customer

U.S. Government (U.S. Navy)

Role

Prime contractor shipyard / integrator

Revenue share

51.7%

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

Huntington Ingalls Industries, Inc.
Lam Research Corporation
Ticker / Exchange
HII - New York Stock Exchange
LRCX - NASDAQ
Market cap (USD)
$13.9B
n/a
Sector
Industrials
Technology
HQ country
US
US
Primary segment
Newport News Shipbuilding (Nuclear Shipbuilding)
Systems
Market structure
Quasi-Monopoly
Oligopoly
Market share
n/a
8%-12% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
83 / 100
73 / 100
Moat domains
Legal, Supply, Demand
Demand, Supply
Last update
2025-12-23
2025-12-29

Moat coverage

Shared moat types

Capex Knowhow ScaleDesign In Qualification

Huntington Ingalls Industries, Inc. strengths

Contractual ExclusivityCompliance AdvantageLong Term ContractsGovernment Contracting Relationships

Lam Research Corporation strengths

Learning Curve YieldInstalled Base ConsumablesService Field NetworkData Workflow Lockin

Segment mix

Huntington Ingalls Industries, Inc. segments

Full profile >

Newport News Shipbuilding (Nuclear Shipbuilding)

Quasi-Monopoly

51.7%

Ingalls Shipbuilding (Non-Nuclear Shipbuilding)

Quasi-Monopoly

23.9%

Mission Technologies (Defense Tech & Services)

Competitive

24.4%

Lam Research Corporation segments

Full profile >

Systems

Oligopoly

62.3%

Customer Support Business Group (CSBG)

Quasi-Monopoly

37.7%

Want the full wide moat stocks list?

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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.