VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Nabtesco Corporation vs Murata Manufacturing Co., Ltd.

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

Murata Manufacturing Co., Ltd.

6981 · Tokyo Stock Exchange

Market cap (USD)$37.4B
SectorTechnology
CountryJP
Data as of2025-12-30
Moat score
75/ 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 Murata Manufacturing Co., Ltd.'s moat claims, evidence, and risks.

View 6981 analysis

Comparison highlights

  • Moat score gap: Nabtesco Corporation leads (91 / 100 vs 75 / 100 for Murata Manufacturing Co., Ltd.).
  • Segment focus: Nabtesco Corporation has 4 segments (34.2% in Component Solutions Business); Murata Manufacturing Co., Ltd. has 6 segments (47.7% in Capacitors (primarily MLCC)).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Nabtesco Corporation has 5 moat types across 3 domains; Murata Manufacturing Co., Ltd. has 8 across 4.

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%

Murata Manufacturing Co., Ltd.

Capacitors (primarily MLCC)

Market

Multilayer ceramic capacitors (MLCC) and related capacitors

Geography

Global

Customer

Electronics OEMs and tier-1 suppliers (smartphone, PC/server, automotive, industrial)

Role

Component manufacturer / supplier

Revenue share

47.7%

Side-by-side metrics

Nabtesco Corporation
Murata Manufacturing Co., Ltd.
Ticker / Exchange
6268 - Tokyo Stock Exchange
6981 - Tokyo Stock Exchange
Market cap (USD)
n/a
$37.4B
Sector
Industrials
Technology
HQ country
JP
JP
Primary segment
Component Solutions Business
Capacitors (primarily MLCC)
Market structure
Quasi-Monopoly
Oligopoly
Market share
55%-65% (reported)
38%-42% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
91 / 100
75 / 100
Moat domains
Supply, Demand, Legal
Supply, Demand, Financial, Legal
Last update
2025-12-30
2025-12-30

Moat coverage

Shared moat types

Learning Curve YieldDesign In QualificationCompliance AdvantageBrand Trust

Nabtesco Corporation strengths

Service Field Network

Murata Manufacturing Co., Ltd. strengths

Capex Knowhow ScaleBenchmark Pricing PowerIP Choke PointResidual segment

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%

Murata Manufacturing Co., Ltd. segments

Full profile >

Capacitors (primarily MLCC)

Oligopoly

47.7%

Inductors and EMI Filters

Oligopoly

11.5%

High-Frequency Devices and Communications Modules

Oligopoly

25.4%

Batteries and Power Supply

Competitive

8.9%

Functional Devices (including sensors)

Competitive

5.6%

Other

Competitive

0.9%

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.