VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Wednesday, December 31, 2025

Stock Comparison

Nabtesco Corporation vs Intuitive Surgical, Inc.

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

Intuitive Surgical, Inc.

ISRG · NASDAQ

Market cap (USD)
SectorHealthcare
CountryUS
Data as of2025-12-30
Moat score
83/ 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 Intuitive Surgical, Inc.'s moat claims, evidence, and risks.

View ISRG analysis

Comparison highlights

  • Moat score gap: Nabtesco Corporation leads (91 / 100 vs 83 / 100 for Intuitive Surgical, Inc.).
  • Segment focus: Nabtesco Corporation has 4 segments (34.2% in Component Solutions Business); Intuitive Surgical, Inc. has 3 segments (60.8% in Instruments and Accessories).
  • Primary market structure: Quasi-Monopoly vs Monopoly. Pricing power: Strong vs Strong.
  • Moat breadth: Nabtesco Corporation has 5 moat types across 3 domains; Intuitive Surgical, Inc. has 9 across 4.

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%

Intuitive Surgical, Inc.

Instruments and Accessories

Market

Proprietary robotic surgery instruments, accessories, and consumables used per procedure on the da Vinci (and Ion) installed base

Geography

Global

Customer

Hospitals and surgery centers purchasing consumables; surgeons and OR teams as end users

Role

Consumables OEM within proprietary platform

Revenue share

60.8%

Side-by-side metrics

Nabtesco Corporation
Intuitive Surgical, Inc.
Ticker / Exchange
6268 - Tokyo Stock Exchange
ISRG - NASDAQ
Market cap (USD)
n/a
n/a
Sector
Industrials
Healthcare
HQ country
JP
US
Primary segment
Component Solutions Business
Instruments and Accessories
Market structure
Quasi-Monopoly
Monopoly
Market share
55%-65% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
91 / 100
83 / 100
Moat domains
Supply, Demand, Legal
Supply, Demand, Network, Legal
Last update
2025-12-30
2025-12-30

Moat coverage

Shared moat types

Service Field Network

Nabtesco Corporation strengths

Learning Curve YieldDesign In QualificationCompliance AdvantageBrand Trust

Intuitive Surgical, Inc. strengths

Capex Knowhow ScaleTraining Org Change CostsEcosystem ComplementsProcurement InertiaInstalled Base ConsumablesIP Choke PointData Workflow LockinLong Term Contracts

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%

Intuitive Surgical, Inc. segments

Full profile >

Systems

Quasi-Monopoly

23.5%

Instruments and Accessories

Monopoly

60.8%

Services

Monopoly

15.6%

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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.