VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Lam Research Corporation vs Synopsys, Inc.

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

Synopsys, Inc.

SNPS · NASDAQ

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-29
Moat score
85/ 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 Synopsys, Inc.'s moat claims, evidence, and risks.

View SNPS analysis

Comparison highlights

  • Moat score gap: Synopsys, Inc. leads (85 / 100 vs 73 / 100 for Lam Research Corporation).
  • Segment focus: Lam Research Corporation has 2 segments (62.3% in Systems); Synopsys, Inc. has 2 segments (75.2% in Design Automation).
  • Moat breadth: Lam Research Corporation has 6 moat types across 2 domains; Synopsys, Inc. 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%

Synopsys, Inc.

Design Automation

Market

Electronic design automation (EDA) software and silicon-to-systems simulation & analysis tools

Geography

Global

Customer

Semiconductor and systems companies (chip/system designers)

Role

Software + hardware tooling provider / platform

Revenue share

75.2%

Side-by-side metrics

Lam Research Corporation
Synopsys, Inc.
Ticker / Exchange
LRCX - NASDAQ
SNPS - NASDAQ
Market cap (USD)
n/a
n/a
Sector
Technology
Technology
HQ country
US
US
Primary segment
Systems
Design Automation
Market structure
Oligopoly
Oligopoly
Market share
8%-12% (implied)
30%-32% (reported)
HHI estimate
n/a
2,140
Pricing power
Moderate
Moderate
Moat score
73 / 100
85 / 100
Moat domains
Demand, Supply
Demand, Supply
Last update
2025-12-29
2025-12-29

Moat coverage

Shared moat types

Design In QualificationCapex Knowhow ScaleInstalled Base Consumables

Lam Research Corporation strengths

Learning Curve YieldService Field NetworkData Workflow Lockin

Synopsys, Inc. strengths

Switching Costs GeneralSuite Bundling

Segment mix

Lam Research Corporation segments

Full profile >

Systems

Oligopoly

62.3%

Customer Support Business Group (CSBG)

Quasi-Monopoly

37.7%

Synopsys, Inc. segments

Full profile >

Design Automation

Oligopoly

75.2%

Design IP

Oligopoly

24.8%

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.