VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Nabtesco Corporation vs BE Semiconductor Industries 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

BE Semiconductor Industries N.V.

BESI · Euronext Amsterdam

Market cap (USD)
SectorTechnology
CountryNL
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 BE Semiconductor Industries N.V.'s moat claims, evidence, and risks.

View BESI analysis

Comparison highlights

  • Moat score gap: Nabtesco Corporation leads (91 / 100 vs 75 / 100 for BE Semiconductor Industries N.V.).
  • Segment focus: Nabtesco Corporation has 4 segments (34.2% in Component Solutions Business); BE Semiconductor Industries N.V. has 2 segments (81% in Die Attach (incl. advanced die placement & hybrid bonding)).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Strong.
  • Moat breadth: Nabtesco Corporation has 5 moat types across 3 domains; BE Semiconductor Industries N.V. has 5 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%

BE Semiconductor Industries N.V.

Die Attach (incl. advanced die placement & hybrid bonding)

Market

Semiconductor assembly equipment - die attach & advanced die placement/hybrid bonding systems

Geography

Global

Customer

Semiconductor IDMs, foundries, and OSATs

Role

Capital equipment OEM (back-end/advanced packaging)

Revenue share

81%

Side-by-side metrics

Nabtesco Corporation
BE Semiconductor Industries N.V.
Ticker / Exchange
6268 - Tokyo Stock Exchange
BESI - Euronext Amsterdam
Market cap (USD)
n/a
n/a
Sector
Industrials
Technology
HQ country
JP
NL
Primary segment
Component Solutions Business
Die Attach (incl. advanced die placement & hybrid bonding)
Market structure
Quasi-Monopoly
Oligopoly
Market share
55%-65% (reported)
42%-44% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
91 / 100
75 / 100
Moat domains
Supply, Demand, Legal
Supply, Demand
Last update
2025-12-30
2025-12-28

Moat coverage

Shared moat types

Design In QualificationService Field Network

Nabtesco Corporation strengths

Learning Curve YieldCompliance AdvantageBrand Trust

BE Semiconductor Industries N.V. strengths

Capex Knowhow ScaleSwitching Costs GeneralInstalled 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%

BE Semiconductor Industries N.V. segments

Full profile >

Die Attach (incl. advanced die placement & hybrid bonding)

Oligopoly

81%

Packaging & Plating

Competitive

19%

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.