VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Tuesday, December 30, 2025
Stock Comparison
Kenvue Inc. vs Lam Research Corporation
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Kenvue Inc.
KVUE · New York Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Kenvue Inc.'s moat claims, evidence, and risks.
View KVUE analysisLam 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: Lam Research Corporation leads (73 / 100 vs 66 / 100 for Kenvue Inc.).
- Segment focus: Kenvue Inc. has 3 segments (42.3% in Self Care); Lam Research Corporation has 2 segments (62.3% in Systems).
- Moat breadth: Kenvue Inc. has 6 moat types across 3 domains; Lam Research Corporation has 6 across 2.
Primary market context
Kenvue Inc.
Self Care
OTC self-care consumer health products (pain care, cough/cold/allergy, digestive health, smoking cessation, eye care)
Global
Consumers via retailers, pharmacies, and e-commerce
Branded consumer health products manufacturer
42.3%
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
No overlap yet.
Kenvue Inc. strengths
Lam Research Corporation strengths
Segment mix
Kenvue Inc. segments
Full profile >Self Care
Oligopoly
Skin Health and Beauty
Competitive
Essential Health
Competitive
Lam Research Corporation segments
Full profile >Systems
Oligopoly
Customer Support Business Group (CSBG)
Quasi-Monopoly
Want the full wide moat stocks list?
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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.