VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Nabtesco Corporation vs James Hardie Industries 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

James Hardie Industries plc

JHX · ASX

Market cap (USD)
SectorMaterials
CountryIE
Data as of2025-12-28
Moat score
74/ 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 James Hardie Industries plc's moat claims, evidence, and risks.

View JHX analysis

Comparison highlights

  • Moat score gap: Nabtesco Corporation leads (91 / 100 vs 74 / 100 for James Hardie Industries plc).
  • Segment focus: Nabtesco Corporation has 4 segments (34.2% in Component Solutions Business); James Hardie Industries plc has 4 segments (64.2% in Siding & Trim).
  • Primary market structure: Quasi-Monopoly vs Quasi-Monopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Nabtesco Corporation has 5 moat types across 3 domains; James Hardie Industries plc 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%

James Hardie Industries plc

Siding & Trim

Market

North American fiber cement exterior siding & trim (plus related exterior products)

Geography

North America (primarily U.S. and Canada)

Customer

Homebuilders, contractors, remodelers, dealers/distributors, and retailers

Role

Manufacturer / branded building-products supplier

Revenue share

64.2%

Side-by-side metrics

Nabtesco Corporation
James Hardie Industries plc
Ticker / Exchange
6268 - Tokyo Stock Exchange
JHX - ASX
Market cap (USD)
n/a
n/a
Sector
Industrials
Materials
HQ country
JP
IE
Primary segment
Component Solutions Business
Siding & Trim
Market structure
Quasi-Monopoly
Quasi-Monopoly
Market share
55%-65% (reported)
88%-92% (estimated)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
91 / 100
74 / 100
Moat domains
Supply, Demand, Legal
Supply, Demand
Last update
2025-12-30
2025-12-28

Moat coverage

Shared moat types

Brand Trust

Nabtesco Corporation strengths

Learning Curve YieldDesign In QualificationCompliance AdvantageService Field Network

James Hardie Industries plc strengths

Capex Knowhow ScaleLong Term ContractsOperational ExcellenceDistribution Control

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%

James Hardie Industries plc segments

Full profile >

Siding & Trim

Quasi-Monopoly

64.2%

Deck, Rail & Accessories

Oligopoly

11.7%

Australia & New Zealand

Oligopoly

11.6%

Europe

Competitive

12.5%

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.