VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Lam Research Corporation vs Rightmove plc

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Lam Research Corporation

LRCX · NASDAQ

Market cap (USD)$274.3B
Gross margin (TTM)49.3%
Operating margin (TTM)33%
Net margin (TTM)29.7%
SectorTechnology
IndustrySemiconductors
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

Rightmove plc

RMV · London Stock Exchange

Market cap (USD)$5.2B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorReal Estate
Industry
CountryGB
Data as of2026-01-09
Moat score
88/ 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 Rightmove plc's moat claims, evidence, and risks.

View RMV analysis

Comparison highlights

  • Moat score gap: Rightmove plc leads (88 / 100 vs 73 / 100 for Lam Research Corporation).
  • Segment focus: Lam Research Corporation has 2 segments (62.3% in Systems); Rightmove plc has 3 segments (71.8% in Agency).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Lam Research Corporation has 6 moat types across 2 domains; Rightmove plc has 5 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%

Rightmove plc

Agency

Market

UK residential property portal advertising subscriptions and lead generation for estate and letting agents

Geography

United Kingdom

Customer

Property professionals (estate and letting agents)

Role

Two-sided marketplace operator (consumers <-> agents)

Revenue share

71.8%

Side-by-side metrics

Lam Research Corporation
Rightmove plc
Ticker / Exchange
LRCX - NASDAQ
RMV - London Stock Exchange
Market cap (USD)
$274.3B
$5.2B
Gross margin (TTM)
49.3%
n/a
Operating margin (TTM)
33%
n/a
Net margin (TTM)
29.7%
n/a
Sector
Technology
Real Estate
Industry
Semiconductors
n/a
HQ country
US
GB
Primary segment
Systems
Agency
Market structure
Oligopoly
Quasi-Monopoly
Market share
8%-12% (implied)
70%-82% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
73 / 100
88 / 100
Moat domains
Demand, Supply
Network, Demand
Last update
2025-12-29
2026-01-09

Moat coverage

Shared moat types

Data Workflow Lockin

Lam Research Corporation strengths

Design In QualificationCapex Knowhow ScaleLearning Curve YieldInstalled Base ConsumablesService Field Network

Rightmove plc strengths

Two Sided NetworkHabit DefaultProcurement InertiaEcosystem Complements

Segment mix

Lam Research Corporation segments

Full profile >

Systems

Oligopoly

62.3%

Customer Support Business Group (CSBG)

Quasi-Monopoly

37.7%

Rightmove plc segments

Full profile >

Agency

Quasi-Monopoly

71.8%

New Homes

Oligopoly

17.7%

Other

Competitive

10.4%

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.