VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, December 31, 2025
Stock Comparison
Lam Research Corporation vs O'Reilly Automotive, 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 analysisO'Reilly Automotive, Inc.
ORLY · 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 O'Reilly Automotive, Inc.'s moat claims, evidence, and risks.
View ORLY analysisComparison highlights
- Moat score gap: Lam Research Corporation leads (73 / 100 vs 63 / 100 for O'Reilly Automotive, Inc.).
- Segment focus: Lam Research Corporation has 2 segments (62.3% in Systems); O'Reilly Automotive, Inc. has 2 segments (52% in DIY Aftermarket Retail).
- Moat breadth: Lam Research Corporation has 6 moat types across 2 domains; O'Reilly Automotive, 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%
O'Reilly Automotive, Inc.
DIY Aftermarket Retail
Specialty automotive aftermarket parts retail (DIY channel)
United States, Puerto Rico, Mexico, Canada
Consumers (do-it-yourself vehicle owners)
Specialty retailer
52%
Side-by-side metrics
Moat coverage
Shared moat types
Lam Research Corporation strengths
O'Reilly Automotive, Inc. strengths
Segment mix
Lam Research Corporation segments
Full profile >Systems
Oligopoly
Customer Support Business Group (CSBG)
Quasi-Monopoly
O'Reilly Automotive, Inc. segments
Full profile >DIY Aftermarket Retail
Oligopoly
Professional (B2B) Aftermarket Distribution
Competitive
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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.