VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Lam Research Corporation vs Wolters Kluwer N.V.

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

Wolters Kluwer N.V.

WKL · Euronext Amsterdam

Market cap (USD)$23.9B
SectorIndustrials
CountryNL
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 Wolters Kluwer N.V.'s moat claims, evidence, and risks.

View WKL analysis

Comparison highlights

  • Moat score: both at 73 / 100.
  • Segment focus: Lam Research Corporation has 2 segments (62.3% in Systems); Wolters Kluwer N.V. has 5 segments (26.8% in Health).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Lam Research Corporation has 6 moat types across 2 domains; Wolters Kluwer N.V. has 6 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%

Wolters Kluwer N.V.

Health

Market

Clinical decision support and clinical drug information solutions (point-of-care) for healthcare providers

Geography

Global

Customer

Hospitals/health systems, clinicians, payers, and academic institutions

Role

Software + expert content provider

Revenue share

26.8%

Side-by-side metrics

Lam Research Corporation
Wolters Kluwer N.V.
Ticker / Exchange
LRCX - NASDAQ
WKL - Euronext Amsterdam
Market cap (USD)
n/a
$23.9B
Sector
Technology
Industrials
HQ country
US
NL
Primary segment
Systems
Health
Market structure
Oligopoly
Oligopoly
Market share
8%-12% (implied)
85%-90% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
73 / 100
73 / 100
Moat domains
Demand, Supply
Demand, Legal
Last update
2025-12-29
2025-12-29

Moat coverage

Shared moat types

Data Workflow Lockin

Lam Research Corporation strengths

Design In QualificationCapex Knowhow ScaleLearning Curve YieldInstalled Base ConsumablesService Field Network

Wolters Kluwer N.V. strengths

Brand TrustSuite BundlingCompliance AdvantageSwitching Costs GeneralLong Term Contracts

Segment mix

Lam Research Corporation segments

Full profile >

Systems

Oligopoly

62.3%

Customer Support Business Group (CSBG)

Quasi-Monopoly

37.7%

Wolters Kluwer N.V. segments

Full profile >

Health

Oligopoly

26.8%

Tax & Accounting

Oligopoly

26.4%

Financial & Corporate Compliance

Oligopoly

20.8%

Legal & Regulatory

Oligopoly

16%

Corporate Performance & ESG

Competitive

10.1%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.