VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Nabtesco Corporation vs Atlas Copco AB (publ)

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)$474.6B
Gross margin (TTM)28.7%
Operating margin (TTM)6.6%
Net margin (TTM)5.1%
SectorIndustrials
IndustryIndustrial - Machinery
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

Atlas Copco AB (publ)

ATCO-A · Nasdaq Stockholm

Market cap (USD)$839.9B
Gross margin (TTM)42.7%
Operating margin (TTM)21%
Net margin (TTM)16.1%
SectorIndustrials
IndustryIndustrial - Machinery
CountrySE
Data as of2026-01-05
Moat score
63/ 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 Atlas Copco AB (publ)'s moat claims, evidence, and risks.

View ATCO-A analysis

Comparison highlights

  • Moat score gap: Nabtesco Corporation leads (91 / 100 vs 63 / 100 for Atlas Copco AB (publ)).
  • Segment focus: Nabtesco Corporation has 4 segments (34.2% in Component Solutions Business); Atlas Copco AB (publ) has 4 segments (43.8% in Compressor Technique).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Nabtesco Corporation has 5 moat types across 3 domains; Atlas Copco AB (publ) has 6 across 2.

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%

Atlas Copco AB (publ)

Compressor Technique

Market

Industrial compressors, air/gas systems (including air treatment) and related aftermarket service

Geography

Global

Customer

Industrial and process customers; distributors; service-contract customers

Role

Equipment OEM + aftermarket service provider

Revenue share

43.8%

Side-by-side metrics

Nabtesco Corporation
Atlas Copco AB (publ)
Ticker / Exchange
6268 - Tokyo Stock Exchange
ATCO-A - Nasdaq Stockholm
Market cap (USD)
$474.6B
$839.9B
Gross margin (TTM)
28.7%
42.7%
Operating margin (TTM)
6.6%
21%
Net margin (TTM)
5.1%
16.1%
Sector
Industrials
Industrials
Industry
Industrial - Machinery
Industrial - Machinery
HQ country
JP
SE
Primary segment
Component Solutions Business
Compressor Technique
Market structure
Quasi-Monopoly
Oligopoly
Market share
55%-65% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
91 / 100
63 / 100
Moat domains
Supply, Demand, Legal
Supply, Demand
Last update
2025-12-30
2026-01-05

Moat coverage

Shared moat types

Learning Curve YieldDesign In QualificationService Field Network

Nabtesco Corporation strengths

Compliance AdvantageBrand Trust

Atlas Copco AB (publ) strengths

Data Workflow LockinInstalled Base ConsumablesCapacity Moat

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%

Atlas Copco AB (publ) segments

Full profile >

Compressor Technique

Oligopoly

43.8%

Vacuum Technique

Oligopoly

22.9%

Industrial Technique

Oligopoly

16.7%

Power Technique

Competitive

16.7%

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

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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.