VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Nabtesco Corporation vs The Boeing Company

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

The Boeing Company

BA · New York Stock Exchange

Market cap (USD)
SectorIndustrials
CountryUS
Data as of2025-12-23
Moat score
61/ 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 The Boeing Company's moat claims, evidence, and risks.

View BA analysis

Comparison highlights

  • Moat score gap: Nabtesco Corporation leads (91 / 100 vs 61 / 100 for The Boeing Company).
  • Segment focus: Nabtesco Corporation has 4 segments (34.2% in Component Solutions Business); The Boeing Company has 3 segments (35.8% in Defense, Space & Security (BDS)).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Weak.
  • Moat breadth: Nabtesco Corporation has 5 moat types across 3 domains; The Boeing Company has 9 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%

The Boeing Company

Defense, Space & Security (BDS)

Market

Defense aerospace & space prime contracting (air, space, and mission systems)

Geography

Primarily U.S., with international programs

Customer

U.S. and allied governments; defense agencies

Role

Prime contractor / systems integrator

Revenue share

35.8%

Side-by-side metrics

Nabtesco Corporation
The Boeing Company
Ticker / Exchange
6268 - Tokyo Stock Exchange
BA - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Industrials
Industrials
HQ country
JP
US
Primary segment
Component Solutions Business
Defense, Space & Security (BDS)
Market structure
Quasi-Monopoly
Oligopoly
Market share
55%-65% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Weak
Moat score
91 / 100
61 / 100
Moat domains
Supply, Demand, Legal
Legal, Supply, Demand
Last update
2025-12-30
2025-12-23

Moat coverage

Shared moat types

Design In QualificationCompliance AdvantageService Field Network

Nabtesco Corporation strengths

Learning Curve YieldBrand Trust

The Boeing Company strengths

Regulated Standards PipeCapex Knowhow ScaleGovernment Contracting RelationshipsLong Term ContractsInstalled Base ConsumablesData Workflow Lockin

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%

The Boeing Company segments

Full profile >

Commercial Airplanes (BCA)

Duopoly

34.3%

Defense, Space & Security (BDS)

Oligopoly

35.8%

Global Services (BGS)

Competitive

29.9%

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.