VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Nabtesco Corporation vs ASM International N.V.

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

ASM International N.V.

ASM · Euronext Amsterdam

Market cap (USD)
SectorTechnology
CountryNL
Data as of2025-12-29
Moat score
74/ 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 ASM International N.V.'s moat claims, evidence, and risks.

View ASM analysis

Comparison highlights

  • Moat score gap: Nabtesco Corporation leads (91 / 100 vs 74 / 100 for ASM International N.V.).
  • Segment focus: Nabtesco Corporation has 4 segments (34.2% in Component Solutions Business); ASM International N.V. has 3 segments.
  • Primary market structure: Quasi-Monopoly vs Quasi-Monopoly. Pricing power: Strong vs n/a.
  • Moat breadth: Nabtesco Corporation has 5 moat types across 3 domains; ASM International N.V. has 5 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%

ASM International N.V.

ALD equipment

Market

Single-wafer atomic layer deposition (ALD) equipment for semiconductor manufacturing

Geography

Global

Customer

Semiconductor manufacturers (logic/foundry, memory)

Role

Wafer fab equipment supplier

Side-by-side metrics

Nabtesco Corporation
ASM International N.V.
Ticker / Exchange
6268 - Tokyo Stock Exchange
ASM - Euronext Amsterdam
Market cap (USD)
n/a
n/a
Sector
Industrials
Technology
HQ country
JP
NL
Primary segment
Component Solutions Business
ALD equipment
Market structure
Quasi-Monopoly
Quasi-Monopoly
Market share
55%-65% (reported)
55%-60% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
n/a
Moat score
91 / 100
74 / 100
Moat domains
Supply, Demand, Legal
Supply, Demand, Legal
Last update
2025-12-30
2025-12-29

Moat coverage

Shared moat types

Learning Curve YieldDesign In QualificationService Field Network

Nabtesco Corporation strengths

Compliance AdvantageBrand Trust

ASM International N.V. strengths

IP Choke PointInstalled Base Consumables

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%

ASM International N.V. segments

Full profile >

ALD equipment

Quasi-Monopoly

n/a

Silicon epitaxy equipment

Oligopoly

n/a

Spares and services

Quasi-Monopoly

n/a

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.