VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Tuesday, December 30, 2025
Stock Comparison
Lam Research Corporation vs Meta Platforms, Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
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 analysisMeta Platforms, Inc.
META · Nasdaq Global Select Market
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Meta Platforms, Inc.'s moat claims, evidence, and risks.
View META analysisComparison highlights
- Moat score gap: Meta Platforms, Inc. leads (94 / 100 vs 73 / 100 for Lam Research Corporation).
- Segment focus: Lam Research Corporation has 2 segments (62.3% in Systems); Meta Platforms, Inc. has 2 segments (98.7% in Family of Apps (FoA)).
- Moat breadth: Lam Research Corporation has 6 moat types across 2 domains; Meta Platforms, Inc. has 6 across 2.
Primary market context
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%
Meta Platforms, Inc.
Family of Apps (FoA)
Global social media platforms & social media advertising
Global
Consumers and advertisers
Two-sided platform (attention + ad auction)
98.7%
Side-by-side metrics
Moat coverage
Shared moat types
Lam Research Corporation strengths
Meta Platforms, Inc. strengths
Segment mix
Lam Research Corporation segments
Full profile >Systems
Oligopoly
Customer Support Business Group (CSBG)
Quasi-Monopoly
Meta Platforms, Inc. segments
Full profile >Family of Apps (FoA)
Oligopoly
Reality Labs (RL)
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 Pricing, features, and availability may be incomplete or out of date.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.