VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Kongsberg Gruppen ASA vs Lam Research Corporation

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

Kongsberg Gruppen ASA

KOG · Euronext Oslo Bors

Market cap (USD)$22.8B
SectorIndustrials
CountryNO
Data as of2025-12-28
Moat score
81/ 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 Kongsberg Gruppen ASA's moat claims, evidence, and risks.

View KOG 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: Kongsberg Gruppen ASA leads (81 / 100 vs 73 / 100 for Lam Research Corporation).
  • Segment focus: Kongsberg Gruppen ASA has 4 segments (49.5% in Kongsberg Maritime); Lam Research Corporation has 2 segments (62.3% in Systems).
  • Moat breadth: Kongsberg Gruppen ASA has 9 moat types across 4 domains; Lam Research Corporation has 6 across 2.

Primary market context

Kongsberg Gruppen ASA

Kongsberg Maritime

Market

Maritime technology & integrated ship systems (propulsion, automation, bridge, energy efficiency, service)

Geography

Global

Customer

Shipyards, shipowners, offshore operators, naval customers

Role

OEM and systems integrator; aftermarket service provider

Revenue share

49.5%

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

Kongsberg Gruppen ASA
Lam Research Corporation
Ticker / Exchange
KOG - Euronext Oslo Bors
LRCX - NASDAQ
Market cap (USD)
$22.8B
n/a
Sector
Industrials
Technology
HQ country
NO
US
Primary segment
Kongsberg Maritime
Systems
Market structure
Oligopoly
Oligopoly
Market share
30%-35% (reported)
8%-12% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
81 / 100
73 / 100
Moat domains
Demand, Supply, Legal, Network
Demand, Supply
Last update
2025-12-28
2025-12-29

Moat coverage

Shared moat types

Installed Base ConsumablesService Field NetworkDesign In QualificationCapex Knowhow ScaleData Workflow Lockin

Kongsberg Gruppen ASA strengths

Compliance AdvantageGovernment Contracting RelationshipsLong Term ContractsEcosystem Complements

Lam Research Corporation strengths

Learning Curve Yield

Segment mix

Kongsberg Gruppen ASA segments

Full profile >

Kongsberg Maritime

Oligopoly

49.5%

Kongsberg Defence & Aerospace

Oligopoly

38.2%

Kongsberg Discovery

Competitive

8.8%

Kongsberg Digital

Competitive

3.5%

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.