VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Tencent Holdings Limited vs Kubota Corporation

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

Tencent Holdings Limited

0700.HK · Hong Kong Stock Exchange

Market cap (USD)$705.6B
SectorCommunication Services
CountryCN
Data as of2025-12-28
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 Tencent Holdings Limited's moat claims, evidence, and risks.

View 0700.HK 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: both at 73 / 100.
  • Segment focus: Tencent Holdings Limited has 4 segments (48.3% in Value-Added Services (VAS)); Kubota Corporation has 3 segments (87.4% in Farm & Industrial Machinery).
  • Moat breadth: Tencent Holdings Limited has 6 moat types across 2 domains; Kubota Corporation has 6 across 3.

Primary market context

Tencent Holdings Limited

Value-Added Services (VAS)

Market

Consumer social platforms and digital entertainment (online games, subscriptions, virtual items, digital content)

Geography

Mainland China (core) + Global (games)

Customer

Consumers

Role

Platform/operator + content publisher

Revenue share

48.3%

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

Tencent Holdings Limited
Kubota Corporation
Ticker / Exchange
0700.HK - Hong Kong Stock Exchange
6326 - Tokyo Stock Exchange
Market cap (USD)
$705.6B
$16B
Sector
Communication Services
Industrials
HQ country
CN
JP
Primary segment
Value-Added Services (VAS)
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
73 / 100
73 / 100
Moat domains
Network, Supply
Supply, Demand, Legal
Last update
2025-12-28
2025-12-30

Moat coverage

Shared moat types

No overlap yet.

Tencent Holdings Limited strengths

Direct Network EffectsEcosystem ComplementsDistribution ControlTwo Sided NetworkData Network EffectsCapex Knowhow Scale

Kubota Corporation strengths

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

Segment mix

Tencent Holdings Limited segments

Full profile >

Value-Added Services (VAS)

Oligopoly

48.3%

Marketing Services

Oligopoly

18.4%

FinTech and Business Services

Oligopoly

32.1%

Others

Competitive

1.2%

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?

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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.