VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Kao Corporation vs Kubota Corporation

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

Kao Corporation

4452 · Tokyo Stock Exchange

Market cap (USD)$18.5B
SectorConsumer
CountryJP
Data as of2025-12-28
Moat score
60/ 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 Kao Corporation's moat claims, evidence, and risks.

View 4452 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 60 / 100 for Kao Corporation).
  • Segment focus: Kao Corporation has 5 segments (33.5% in Hygiene Living Care Business); Kubota Corporation has 3 segments (87.4% in Farm & Industrial Machinery).
  • Moat breadth: Kao Corporation has 5 moat types across 2 domains; Kubota Corporation has 6 across 3.

Primary market context

Kao Corporation

Hygiene Living Care Business

Market

Household & fabric care and sanitary consumer packaged goods

Geography

Japan and Asia (with select global brands)

Customer

Consumers (retail)

Role

Branded manufacturer

Revenue share

33.5%

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

Kao Corporation
Kubota Corporation
Ticker / Exchange
4452 - Tokyo Stock Exchange
6326 - Tokyo Stock Exchange
Market cap (USD)
$18.5B
$16B
Sector
Consumer
Industrials
HQ country
JP
JP
Primary segment
Hygiene Living Care Business
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
60 / 100
73 / 100
Moat domains
Demand, Supply
Supply, Demand, Legal
Last update
2025-12-28
2025-12-30

Moat coverage

Shared moat types

Brand TrustService Field Network

Kao Corporation strengths

Training Org Change CostsCapex Knowhow ScaleDesign In Qualification

Kubota Corporation strengths

Installed Base ConsumablesLong Term ContractsGovernment Contracting RelationshipsAdjacency moat from captive support services

Segment mix

Kao Corporation segments

Full profile >

Hygiene Living Care Business

Oligopoly

33.5%

Health Beauty Care Business

Competitive

26%

Cosmetics Business

Competitive

15%

Business Connected Business

Competitive

2.4%

Chemical Business

Competitive

23.1%

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.