VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Tuesday, December 30, 2025
Stock Comparison
Lam Research Corporation vs The Trade Desk, Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Lam Research Corporation
LRCX · NASDAQ
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 analysisThe Trade Desk, Inc.
TTD · NASDAQ
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 Trade Desk, Inc.'s moat claims, evidence, and risks.
View TTD analysisComparison highlights
- Moat score gap: Lam Research Corporation leads (73 / 100 vs 62 / 100 for The Trade Desk, Inc.).
- Segment focus: Lam Research Corporation has 2 segments (62.3% in Systems); The Trade Desk, Inc. has 1 segment (100% in Advertising Technology Platform (DSP)).
- Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
- Moat breadth: Lam Research Corporation has 6 moat types across 2 domains; The Trade Desk, Inc. has 4 across 2.
Primary market context
Lam Research Corporation
Systems
Wafer fabrication equipment (etch, deposition, clean and related wafer processing tools)
Global
Semiconductor manufacturers (memory, foundry, logic/IDM)
Equipment OEM
62.3%
The Trade Desk, Inc.
Advertising Technology Platform (DSP)
Demand-side platforms (DSP) for programmatic advertising (open internet)
Global
Advertising agencies and advertisers
Buy-side platform / demand aggregation
100%
Side-by-side metrics
Moat coverage
Shared moat types
No overlap yet.
Lam Research Corporation strengths
The Trade Desk, Inc. strengths
Segment mix
Lam Research Corporation segments
Full profile >Systems
Oligopoly
Customer Support Business Group (CSBG)
Quasi-Monopoly
The Trade Desk, Inc. segments
Full profile >Advertising Technology Platform (DSP)
Competitive
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View the moat stocks listCuration & 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.