VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Nabtesco Corporation vs BAE Systems plc

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

BAE Systems plc

BA. · London Stock Exchange

Market cap (USD)
SectorIndustrials
CountryGB
Data as of2025-12-28
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 BAE Systems plc's moat claims, evidence, and risks.

View BA. analysis

Comparison highlights

  • Moat score gap: Nabtesco Corporation leads (91 / 100 vs 75 / 100 for BAE Systems plc).
  • Segment focus: Nabtesco Corporation has 4 segments (34.2% in Component Solutions Business); BAE Systems plc has 5 segments (26.6% in Electronic Systems).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Nabtesco Corporation has 5 moat types across 3 domains; BAE Systems plc has 8 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%

BAE Systems plc

Electronic Systems

Market

Defence electronics (electronic warfare, avionics, C4ISR, space payloads and mission systems)

Geography

Primarily US and UK; global programmes

Customer

Government defence and intelligence agencies; prime contractors

Role

Subsystem OEM and prime contractor for electronics/mission systems

Revenue share

26.6%

Side-by-side metrics

Nabtesco Corporation
BAE Systems plc
Ticker / Exchange
6268 - Tokyo Stock Exchange
BA. - London Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Industrials
Industrials
HQ country
JP
GB
Primary segment
Component Solutions Business
Electronic Systems
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
75 / 100
Moat domains
Supply, Demand, Legal
Legal, Demand, Supply
Last update
2025-12-30
2025-12-28

Moat coverage

Shared moat types

Design In QualificationCompliance AdvantageService Field Network

Nabtesco Corporation strengths

Learning Curve YieldBrand Trust

BAE Systems plc strengths

Government Contracting RelationshipsLong Term ContractsCapex Knowhow ScaleCapacity MoatSwitching Costs General

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%

BAE Systems plc segments

Full profile >

Electronic Systems

Oligopoly

26.6%

Platforms & Services

Oligopoly

16.3%

Air

Oligopoly

26%

Maritime

Oligopoly

22.5%

Cyber & Intelligence

Competitive

8.6%

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.