VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Jiangsu Yanghe Distillery Co., Ltd. vs Kubota Corporation

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Jiangsu Yanghe Distillery Co., Ltd.

002304.SZ · Shenzhen Stock Exchange

Market cap (USD)
SectorConsumer
CountryCN
Data as of2025-12-30
Moat score
61/ 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 Jiangsu Yanghe Distillery Co., Ltd.'s moat claims, evidence, and risks.

View 002304.SZ analysis

Kubota Corporation

6326 · Tokyo Stock Exchange

Market cap (USD)$16B
SectorIndustrials
CountryJP
Data as of2025-12-30
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 Kubota Corporation's moat claims, evidence, and risks.

View 6326 analysis

Comparison highlights

  • Moat score gap: Kubota Corporation leads (73 / 100 vs 61 / 100 for Jiangsu Yanghe Distillery Co., Ltd.).
  • Segment focus: Jiangsu Yanghe Distillery Co., Ltd. has 2 segments; Kubota Corporation has 3 segments (87.4% in Farm & Industrial Machinery).
  • Moat breadth: Jiangsu Yanghe Distillery Co., Ltd. has 4 moat types across 2 domains; Kubota Corporation has 6 across 3.

Primary market context

Jiangsu Yanghe Distillery Co., Ltd.

Premium baijiu (mid-high to high-end)

Market

China premium baijiu (mid-high to high-end price tiers)

Geography

China

Customer

Consumers via distributor/retail channels (banquet, gifting, personal consumption)

Role

Branded producer

Kubota Corporation

Farm & Industrial Machinery

Market

Agricultural machinery and compact construction equipment (incl. compact/utility tractors, construction machinery, engines)

Geography

Global

Customer

Dealers and end users (farmers, contractors, municipalities)

Role

OEM

Revenue share

87.4%

Side-by-side metrics

Jiangsu Yanghe Distillery Co., Ltd.
Kubota Corporation
Ticker / Exchange
002304.SZ - Shenzhen Stock Exchange
6326 - Tokyo Stock Exchange
Market cap (USD)
n/a
$16B
Sector
Consumer
Industrials
HQ country
CN
JP
Primary segment
Premium baijiu (mid-high to high-end)
Farm & Industrial Machinery
Market structure
Oligopoly
Oligopoly
Market share
n/a
22%-28% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
61 / 100
73 / 100
Moat domains
Demand, Supply
Supply, Demand, Legal
Last update
2025-12-30
2025-12-30

Moat coverage

Shared moat types

Brand Trust

Jiangsu Yanghe Distillery Co., Ltd. strengths

Distribution ControlCapacity MoatScale Economies Unit Cost

Kubota Corporation strengths

Service Field NetworkInstalled Base ConsumablesLong Term ContractsGovernment Contracting RelationshipsAdjacency moat from captive support services

Segment mix

Jiangsu Yanghe Distillery Co., Ltd. segments

Full profile >

Premium baijiu (mid-high to high-end)

Oligopoly

n/a

Mass-market baijiu (mainstream price tiers)

Competitive

n/a

Kubota Corporation segments

Full profile >

Farm & Industrial Machinery

Oligopoly

87.4%

Water & Environment

Competitive

12%

Other

Competitive

0.6%

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.