VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Nabtesco Corporation vs Kubota Corporation

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

Nabtesco Corporation

6268 · Tokyo Stock Exchange

Market cap (USD)
SectorIndustrials
CountryJP
Data as of2025-12-30
Moat score
91/ 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 Nabtesco Corporation's moat claims, evidence, and risks.

View 6268 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: Nabtesco Corporation leads (91 / 100 vs 73 / 100 for Kubota Corporation).
  • Segment focus: Nabtesco Corporation has 4 segments (34.2% in Component Solutions Business); Kubota Corporation has 3 segments (87.4% in Farm & Industrial Machinery).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Nabtesco Corporation has 5 moat types across 3 domains; Kubota Corporation has 6 across 3.

Primary market context

Nabtesco Corporation

Component Solutions Business

Market

Precision reduction gears (RV reducers) for industrial robot joints

Geography

Global

Customer

Industrial robot manufacturers (OEMs)

Role

Precision motion-control component supplier

Revenue share

34.2%

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

Nabtesco Corporation
Kubota Corporation
Ticker / Exchange
6268 - Tokyo Stock Exchange
6326 - Tokyo Stock Exchange
Market cap (USD)
n/a
$16B
Sector
Industrials
Industrials
HQ country
JP
JP
Primary segment
Component Solutions Business
Farm & Industrial Machinery
Market structure
Quasi-Monopoly
Oligopoly
Market share
55%-65% (reported)
22%-28% (estimated)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
91 / 100
73 / 100
Moat domains
Supply, Demand, Legal
Supply, Demand, Legal
Last update
2025-12-30
2025-12-30

Moat coverage

Shared moat types

Service Field NetworkBrand Trust

Nabtesco Corporation strengths

Learning Curve YieldDesign In QualificationCompliance Advantage

Kubota Corporation strengths

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

Segment mix

Nabtesco Corporation segments

Full profile >

Component Solutions Business

Quasi-Monopoly

34.2%

Transport Solutions Business

Oligopoly

27.4%

Accessibility Solutions Business

Quasi-Monopoly

33%

Other Businesses

Quasi-Monopoly

5.4%

Kubota Corporation segments

Full profile >

Farm & Industrial Machinery

Oligopoly

87.4%

Water & Environment

Competitive

12%

Other

Competitive

0.6%

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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.