VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Lam Research Corporation vs Symrise AG

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

Symrise AG

SY1 · Xetra

Market cap (USD)$14.5B
SectorMaterials
CountryDE
Data as of2025-12-29
Moat score
69/ 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 Symrise AG's moat claims, evidence, and risks.

View SY1 analysis

Comparison highlights

  • Moat score gap: Lam Research Corporation leads (73 / 100 vs 69 / 100 for Symrise AG).
  • Segment focus: Lam Research Corporation has 2 segments (62.3% in Systems); Symrise AG has 2 segments (61.8% in Taste, Nutrition & Health).
  • Moat breadth: Lam Research Corporation has 6 moat types across 2 domains; Symrise AG has 5 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%

Symrise AG

Taste, Nutrition & Health

Market

Food & beverage flavor ingredients and pet food ingredients

Geography

Global

Customer

B2B (food & beverage, pet food, aquafeed manufacturers)

Role

Ingredient/formulation supplier

Revenue share

61.8%

Side-by-side metrics

Lam Research Corporation
Symrise AG
Ticker / Exchange
LRCX - NASDAQ
SY1 - Xetra
Market cap (USD)
n/a
$14.5B
Sector
Technology
Materials
HQ country
US
DE
Primary segment
Systems
Taste, Nutrition & Health
Market structure
Oligopoly
Oligopoly
Market share
8%-12% (implied)
12%-16% (implied)
HHI estimate
n/a
958
Pricing power
Moderate
Moderate
Moat score
73 / 100
69 / 100
Moat domains
Demand, Supply
Demand, Supply, Legal
Last update
2025-12-29
2025-12-29

Moat coverage

Shared moat types

Design In QualificationCapex Knowhow Scale

Lam Research Corporation strengths

Learning Curve YieldInstalled Base ConsumablesService Field NetworkData Workflow Lockin

Symrise AG strengths

Preferential Input AccessScope EconomiesIP Choke Point

Segment mix

Lam Research Corporation segments

Full profile >

Systems

Oligopoly

62.3%

Customer Support Business Group (CSBG)

Quasi-Monopoly

37.7%

Symrise AG segments

Full profile >

Taste, Nutrition & Health

Oligopoly

61.8%

Scent & Care

Oligopoly

38.2%

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.