VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Lam Research Corporation vs Otis Worldwide Corporation

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

Otis Worldwide Corporation

OTIS · New York Stock Exchange

Market cap (USD)$62.7B
SectorIndustrials
CountryUS
Data as of2025-12-26
Moat score
67/ 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 Otis Worldwide Corporation's moat claims, evidence, and risks.

View OTIS analysis

Comparison highlights

  • Moat score gap: Lam Research Corporation leads (73 / 100 vs 67 / 100 for Otis Worldwide Corporation).
  • Segment focus: Lam Research Corporation has 2 segments (62.3% in Systems); Otis Worldwide Corporation has 2 segments (62.4% in Service).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Lam Research Corporation has 6 moat types across 2 domains; Otis Worldwide Corporation has 7 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%

Otis Worldwide Corporation

Service

Market

Elevator and escalator maintenance, repair and modernization services

Geography

Global

Customer

Building owners, facility managers, housing associations, government agencies

Role

Service provider / modernizer

Revenue share

62.4%

Side-by-side metrics

Lam Research Corporation
Otis Worldwide Corporation
Ticker / Exchange
LRCX - NASDAQ
OTIS - New York Stock Exchange
Market cap (USD)
n/a
$62.7B
Sector
Technology
Industrials
HQ country
US
US
Primary segment
Systems
Service
Market structure
Oligopoly
Competitive
Market share
8%-12% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
73 / 100
67 / 100
Moat domains
Demand, Supply
Demand, Supply
Last update
2025-12-29
2025-12-26

Moat coverage

Shared moat types

Design In QualificationInstalled Base ConsumablesService Field NetworkData Workflow Lockin

Lam Research Corporation strengths

Capex Knowhow ScaleLearning Curve Yield

Otis Worldwide Corporation strengths

Operational ExcellenceBrand TrustLong Term Contracts

Segment mix

Lam Research Corporation segments

Full profile >

Systems

Oligopoly

62.3%

Customer Support Business Group (CSBG)

Quasi-Monopoly

37.7%

Otis Worldwide Corporation segments

Full profile >

New Equipment

Competitive

37.6%

Service

Competitive

62.4%

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.