VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Thursday, January 8, 2026
Stock Comparison
Lam Research Corporation vs Netflix, 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 analysisNetflix, Inc.
NFLX · 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 Netflix, Inc.'s moat claims, evidence, and risks.
View NFLX analysisComparison highlights
- Moat score gap: Lam Research Corporation leads (73 / 100 vs 65 / 100 for Netflix, Inc.).
- Segment focus: Lam Research Corporation has 2 segments (62.3% in Systems); Netflix, Inc. has 1 segment (100% in Streaming entertainment platform).
- Moat breadth: Lam Research Corporation has 6 moat types across 2 domains; Netflix, Inc. has 5 across 4.
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%
Netflix, Inc.
Streaming entertainment platform
Paid streaming video entertainment (SVOD/AVOD)
Global
Consumers (B2C); advertisers via ad-supported inventory
Streaming platform operator; content producer/licensor
100%
Side-by-side metrics
Moat coverage
Shared moat types
No overlap yet.
Lam Research Corporation strengths
Netflix, Inc. strengths
Segment mix
Lam Research Corporation segments
Full profile >Systems
Oligopoly
Customer Support Business Group (CSBG)
Quasi-Monopoly
Netflix, Inc. segments
Full profile >Streaming entertainment platform
Oligopoly
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.