VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Lam Research Corporation vs Mettler-Toledo International Inc.

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

Lam Research Corporation

LRCX · NASDAQ

Market cap (USD)
Gross margin (TTM)49.3%
Operating margin (TTM)33%
Net margin (TTM)29.7%
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

Mettler-Toledo International Inc.

MTD · New York Stock Exchange

Market cap (USD)
Gross margin (TTM)58.4%
Operating margin (TTM)28.6%
Net margin (TTM)21.2%
SectorHealthcare
CountryUS
Data as of2026-01-01
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 Mettler-Toledo International Inc.'s moat claims, evidence, and risks.

View MTD analysis

Comparison highlights

  • Moat score: both at 73 / 100.
  • Segment focus: Lam Research Corporation has 2 segments (62.3% in Systems); Mettler-Toledo International Inc. has 3 segments (56% in Laboratory Products and Services).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Lam Research Corporation has 6 moat types across 2 domains; Mettler-Toledo International Inc. has 5 across 3.

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%

Mettler-Toledo International Inc.

Laboratory Products and Services

Market

Laboratory precision weighing (balances/scales) and adjacent lab measurement & sample-prep instruments, plus related software and services

Geography

Global

Customer

Life science, chemical, academic, and testing laboratories (end-users) via direct sales and distributors

Role

Instrument OEM / software provider / service provider

Revenue share

56%

Side-by-side metrics

Lam Research Corporation
Mettler-Toledo International Inc.
Ticker / Exchange
LRCX - NASDAQ
MTD - New York Stock Exchange
Market cap (USD)
n/a
n/a
Gross margin (TTM)
49.3%
58.4%
Operating margin (TTM)
33%
28.6%
Net margin (TTM)
29.7%
21.2%
Sector
Technology
Healthcare
HQ country
US
US
Primary segment
Systems
Laboratory Products and Services
Market structure
Oligopoly
Oligopoly
Market share
8%-12% (implied)
25%-30% (estimated)
HHI estimate
n/a
2,440
Pricing power
Moderate
Strong
Moat score
73 / 100
73 / 100
Moat domains
Demand, Supply
Demand, Supply, Legal
Last update
2025-12-29
2026-01-01

Moat coverage

Shared moat types

Service Field NetworkData Workflow Lockin

Lam Research Corporation strengths

Design In QualificationCapex Knowhow ScaleLearning Curve YieldInstalled Base Consumables

Mettler-Toledo International Inc. strengths

Brand TrustSwitching Costs GeneralCompliance Advantage

Segment mix

Lam Research Corporation segments

Full profile >

Systems

Oligopoly

62.3%

Customer Support Business Group (CSBG)

Quasi-Monopoly

37.7%

Mettler-Toledo International Inc. segments

Full profile >

Laboratory Products and Services

Oligopoly

56%

Industrial Products and Services

Competitive

39%

Food Retailing Products and Services

Competitive

5%

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.