VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Friday, January 2, 2026
Stock Comparison
Lam Research Corporation vs Old Dominion Freight Line, 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 analysisOld Dominion Freight Line, Inc.
ODFL · The Nasdaq Stock Market LLC
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Old Dominion Freight Line, Inc.'s moat claims, evidence, and risks.
View ODFL analysisComparison highlights
- Moat score gap: Old Dominion Freight Line, Inc. leads (76 / 100 vs 73 / 100 for Lam Research Corporation).
- Segment focus: Lam Research Corporation has 2 segments (62.3% in Systems); Old Dominion Freight Line, Inc. has 2 segments (99.1% in LTL Services).
- Moat breadth: Lam Research Corporation has 6 moat types across 2 domains; Old Dominion Freight Line, Inc. has 7 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%
Old Dominion Freight Line, Inc.
LTL Services
North American less-than-truckload (LTL) freight transportation
North America (primarily United States)
B2B shippers
Asset-based LTL carrier (terminal network + pickup & delivery + linehaul)
99.1%
Side-by-side metrics
Moat coverage
Shared moat types
Lam Research Corporation strengths
Old Dominion Freight Line, Inc. strengths
Segment mix
Lam Research Corporation segments
Full profile >Systems
Oligopoly
Customer Support Business Group (CSBG)
Quasi-Monopoly
Old Dominion Freight Line, Inc. segments
Full profile >LTL Services
Oligopoly
Other Services (Value-added logistics)
Competitive
Want the full wide moat stocks list?
Browse the full ranking of wide moat stocks, updated with moat scores and segment context.
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.