VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Lam Research Corporation vs The Procter & Gamble Company

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

The Procter & Gamble Company

PG · New York Stock Exchange

Market cap (USD)$338.4B
SectorConsumer
CountryUS
Data as of2025-12-30
Moat score
79/ 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 The Procter & Gamble Company's moat claims, evidence, and risks.

View PG analysis

Comparison highlights

  • Moat score gap: The Procter & Gamble Company leads (79 / 100 vs 73 / 100 for Lam Research Corporation).
  • Segment focus: Lam Research Corporation has 2 segments (62.3% in Systems); The Procter & Gamble Company has 5 segments (35.1% in Fabric & Home Care).
  • Moat breadth: Lam Research Corporation has 6 moat types across 2 domains; The Procter & Gamble Company has 4 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%

The Procter & Gamble Company

Fabric & Home Care

Market

Branded fabric care and home care (laundry detergents/additives, dish care, surface/home cleaning, air care)

Geography

Global

Customer

Consumers via retail and e-commerce channels

Role

Brand owner / manufacturer

Revenue share

35.1%

Side-by-side metrics

Lam Research Corporation
The Procter & Gamble Company
Ticker / Exchange
LRCX - NASDAQ
PG - New York Stock Exchange
Market cap (USD)
n/a
$338.4B
Sector
Technology
Consumer
HQ country
US
US
Primary segment
Systems
Fabric & Home Care
Market structure
Oligopoly
Oligopoly
Market share
8%-12% (implied)
35% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
73 / 100
79 / 100
Moat domains
Demand, Supply
Demand, Supply
Last update
2025-12-29
2025-12-30

Moat coverage

Shared moat types

Installed Base Consumables

Lam Research Corporation strengths

Design In QualificationCapex Knowhow ScaleLearning Curve YieldService Field NetworkData Workflow Lockin

The Procter & Gamble Company strengths

Brand TrustDistribution ControlScale Economies Unit Cost

Segment mix

Lam Research Corporation segments

Full profile >

Systems

Oligopoly

62.3%

Customer Support Business Group (CSBG)

Quasi-Monopoly

37.7%

The Procter & Gamble Company segments

Full profile >

Beauty

Oligopoly

17.8%

Grooming

Quasi-Monopoly

7.9%

Health Care

Oligopoly

14.2%

Fabric & Home Care

Oligopoly

35.1%

Baby, Feminine & Family Care

Oligopoly

24%

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.