VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Lam Research Corporation vs Melrose Industries PLC

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

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

Melrose Industries PLC

MRO · London Stock Exchange

Market cap (USD)$10B
SectorIndustrials
CountryGB
Data as of2025-12-28
Moat score
77/ 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 Melrose Industries PLC's moat claims, evidence, and risks.

View MRO analysis

Comparison highlights

  • Moat score gap: Melrose Industries PLC leads (77 / 100 vs 73 / 100 for Lam Research Corporation).
  • Segment focus: Lam Research Corporation has 2 segments (62.3% in Systems); Melrose Industries PLC has 2 segments (57.9% in Structures).
  • Moat breadth: Lam Research Corporation has 6 moat types across 2 domains; Melrose Industries PLC has 5 across 2.

Primary market context

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%

Melrose Industries PLC

Structures

Market

Aerostructures and aircraft electrical wiring systems (EWIS)

Geography

Global

Customer

Airframe OEMs; defence primes

Role

Tier-1 aerospace supplier

Revenue share

57.9%

Side-by-side metrics

Lam Research Corporation
Melrose Industries PLC
Ticker / Exchange
LRCX - NASDAQ
MRO - London Stock Exchange
Market cap (USD)
n/a
$10B
Sector
Technology
Industrials
HQ country
US
GB
Primary segment
Systems
Structures
Market structure
Oligopoly
Oligopoly
Market share
8%-12% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
73 / 100
77 / 100
Moat domains
Demand, Supply
Demand, Supply
Last update
2025-12-29
2025-12-28

Moat coverage

Shared moat types

Design In QualificationCapex Knowhow ScaleService Field Network

Lam Research Corporation strengths

Learning Curve YieldInstalled Base ConsumablesData Workflow Lockin

Melrose Industries PLC strengths

Long Term ContractsCapacity Moat

Segment mix

Lam Research Corporation segments

Full profile >

Systems

Oligopoly

62.3%

Customer Support Business Group (CSBG)

Quasi-Monopoly

37.7%

Melrose Industries PLC segments

Full profile >

Engines

Oligopoly

42.1%

Structures

Oligopoly

57.9%

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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.