VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Lam Research Corporation vs Koninklijke Philips N.V.

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

Koninklijke Philips N.V.

PHIA · Euronext Amsterdam

Market cap (USD)$26B
SectorHealthcare
CountryNL
Data as of2025-12-28
Moat score
68/ 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 Koninklijke Philips N.V.'s moat claims, evidence, and risks.

View PHIA analysis

Comparison highlights

  • Moat score gap: Lam Research Corporation leads (73 / 100 vs 68 / 100 for Koninklijke Philips N.V.).
  • Segment focus: Lam Research Corporation has 2 segments (62.3% in Systems); Koninklijke Philips N.V. has 3 segments (48.9% in Diagnosis & Treatment).
  • Moat breadth: Lam Research Corporation has 6 moat types across 2 domains; Koninklijke Philips N.V. has 6 across 3.

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%

Koninklijke Philips N.V.

Diagnosis & Treatment

Market

Medical imaging, image-guided therapy systems, and enterprise imaging informatics

Geography

Global

Customer

Hospitals & clinics

Role

OEM systems + software + services

Revenue share

48.9%

Side-by-side metrics

Lam Research Corporation
Koninklijke Philips N.V.
Ticker / Exchange
LRCX - NASDAQ
PHIA - Euronext Amsterdam
Market cap (USD)
n/a
$26B
Sector
Technology
Healthcare
HQ country
US
NL
Primary segment
Systems
Diagnosis & Treatment
Market structure
Oligopoly
Oligopoly
Market share
8%-12% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
73 / 100
68 / 100
Moat domains
Demand, Supply
Demand, Supply, Network
Last update
2025-12-29
2025-12-28

Moat coverage

Shared moat types

Installed Base ConsumablesService Field NetworkData Workflow Lockin

Lam Research Corporation strengths

Design In QualificationCapex Knowhow ScaleLearning Curve Yield

Koninklijke Philips N.V. strengths

Interoperability HubProcurement InertiaBrand Trust

Segment mix

Lam Research Corporation segments

Full profile >

Systems

Oligopoly

62.3%

Customer Support Business Group (CSBG)

Quasi-Monopoly

37.7%

Koninklijke Philips N.V. segments

Full profile >

Diagnosis & Treatment

Oligopoly

48.9%

Connected Care

Oligopoly

28.3%

Personal Health

Competitive

20%

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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.