VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Friday, January 9, 2026
Stock Comparison
Eli Lilly and Company vs Lam Research Corporation
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Eli Lilly and Company
LLY · 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 Eli Lilly and Company's moat claims, evidence, and risks.
View LLY 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 Eli Lilly and Company).
- Segment focus: Eli Lilly and Company has 5 segments (65.5% in Cardiometabolic Health); Lam Research Corporation has 2 segments (62.3% in Systems).
- Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
- Moat breadth: Eli Lilly and Company has 5 moat types across 2 domains; Lam Research Corporation has 6 across 2.
Primary market context
Eli Lilly and Company
Cardiometabolic Health
Branded cardiometabolic pharmaceuticals (type 2 diabetes, obesity, and related metabolic/cardiovascular conditions; especially incretin therapies)
Global
Patients via prescribers; payers/PBMs; wholesaler & pharmacy channels
Drug developer, manufacturer, and marketer
65.5%
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
Eli Lilly and Company strengths
Lam Research Corporation strengths
Segment mix
Eli Lilly and Company segments
Full profile >Cardiometabolic Health
Oligopoly
Oncology
Competitive
Immunology
Competitive
Neuroscience
Competitive
Other
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 listLooking for expansion-stage stocks?
Proven models entering the expansion stage with unit economics that work.
View expansion-stage stocksCuration & 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.