VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Lam Research Corporation vs The Sherwin-Williams 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 Sherwin-Williams Company

SHW · New York Stock Exchange

Market cap (USD)$80.4B
SectorMaterials
CountryUS
Data as of2025-12-31
Moat score
84/ 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 Sherwin-Williams Company's moat claims, evidence, and risks.

View SHW analysis

Comparison highlights

  • Moat score gap: The Sherwin-Williams Company leads (84 / 100 vs 73 / 100 for Lam Research Corporation).
  • Segment focus: Lam Research Corporation has 2 segments (62.3% in Systems); The Sherwin-Williams Company has 3 segments (57.1% in Paint Stores Group).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Lam Research Corporation has 6 moat types across 2 domains; The Sherwin-Williams Company 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%

The Sherwin-Williams Company

Paint Stores Group

Market

Company-operated paint & coatings retail (architectural + related products)

Geography

United States, Canada, Caribbean

Customer

Professional contractors and DIY homeowners

Role

Manufacturer-owned retail / distribution

Revenue share

57.1%

Side-by-side metrics

Lam Research Corporation
The Sherwin-Williams Company
Ticker / Exchange
LRCX - NASDAQ
SHW - New York Stock Exchange
Market cap (USD)
n/a
$80.4B
Sector
Technology
Materials
HQ country
US
US
Primary segment
Systems
Paint Stores Group
Market structure
Oligopoly
Quasi-Monopoly
Market share
8%-12% (implied)
69.4% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
73 / 100
84 / 100
Moat domains
Demand, Supply
Supply, Demand, Legal
Last update
2025-12-29
2025-12-31

Moat coverage

Shared moat types

Service Field Network

Lam Research Corporation strengths

Design In QualificationCapex Knowhow ScaleLearning Curve YieldInstalled Base ConsumablesData Workflow Lockin

The Sherwin-Williams Company strengths

Distribution ControlBrand TrustScope EconomiesSwitching Costs GeneralCompliance Advantage

Segment mix

Lam Research Corporation segments

Full profile >

Systems

Oligopoly

62.3%

Customer Support Business Group (CSBG)

Quasi-Monopoly

37.7%

The Sherwin-Williams Company segments

Full profile >

Paint Stores Group

Quasi-Monopoly

57.1%

Consumer Brands Group

Oligopoly

13.5%

Performance Coatings Group

Oligopoly

29.4%

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.