VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Tuesday, December 30, 2025
Stock Comparison
Thales S.A. vs Lam Research Corporation
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Thales S.A.
HO · Euronext Paris
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: both at 73 / 100.
- Segment focus: Thales S.A. has 3 segments (53.3% in Defence); Lam Research Corporation has 2 segments (62.3% in Systems).
- Moat breadth: Thales S.A. has 8 moat types across 3 domains; Lam Research Corporation has 6 across 2.
Primary market context
Thales S.A.
Defence
Defense electronics, secure communications, and mission systems
Global
Government / defence ministries, armed forces, security forces
Prime contractor and system integrator; OEM of defence electronics
53.3%
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
Thales S.A. strengths
Lam Research Corporation strengths
Segment mix
Thales S.A. segments
Full profile >Defence
Oligopoly
Aerospace
Oligopoly
Cyber & Digital
Competitive
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 Pricing, features, and availability may be incomplete or out of date.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.