VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Nabtesco Corporation vs Pool Corporation

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)$474.6B
Gross margin (TTM)28.7%
Operating margin (TTM)6.6%
Net margin (TTM)5.1%
SectorIndustrials
IndustryIndustrial - Machinery
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

Pool Corporation

POOL · NASDAQ

Market cap (USD)$8.8B
Gross margin (TTM)29.6%
Operating margin (TTM)11.1%
Net margin (TTM)7.8%
SectorIndustrials
IndustryIndustrial - Distribution
CountryUS
Data as of2026-01-06
Moat score
56/ 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 Pool Corporation's moat claims, evidence, and risks.

View POOL analysis

Comparison highlights

  • Moat score gap: Nabtesco Corporation leads (91 / 100 vs 56 / 100 for Pool Corporation).
  • Segment focus: Nabtesco Corporation has 4 segments (34.2% in Component Solutions Business); Pool Corporation has 1 segment (100% in Wholesale distribution (pool, irrigation, outdoor living)).
  • Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Strong vs Weak.
  • Moat breadth: Nabtesco Corporation has 5 moat types across 3 domains; Pool Corporation 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%

Pool Corporation

Wholesale distribution (pool, irrigation, outdoor living)

Market

Wholesale distribution of swimming pool, irrigation/landscape, and related outdoor living products

Geography

North America (majority), with operations in Europe and Australia

Customer

Pool builders/remodelers, pool service/repair professionals, specialty pool retailers, irrigation/landscape contractors, commercial pool operators

Role

Distributor / wholesaler

Revenue share

100%

Side-by-side metrics

Nabtesco Corporation
Pool Corporation
Ticker / Exchange
6268 - Tokyo Stock Exchange
POOL - NASDAQ
Market cap (USD)
$474.6B
$8.8B
Gross margin (TTM)
28.7%
29.6%
Operating margin (TTM)
6.6%
11.1%
Net margin (TTM)
5.1%
7.8%
Sector
Industrials
Industrials
Industry
Industrial - Machinery
Industrial - Distribution
HQ country
JP
US
Primary segment
Component Solutions Business
Wholesale distribution (pool, irrigation, outdoor living)
Market structure
Quasi-Monopoly
Competitive
Market share
55%-65% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Weak
Moat score
91 / 100
56 / 100
Moat domains
Supply, Demand, Legal
Supply, Demand
Last update
2025-12-30
2026-01-06

Moat coverage

Shared moat types

No overlap yet.

Nabtesco Corporation strengths

Learning Curve YieldDesign In QualificationCompliance AdvantageService Field NetworkBrand Trust

Pool Corporation strengths

Physical Network DensityScale Economies Unit CostScope EconomiesProcurement InertiaData 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%

Pool Corporation segments

Full profile >

Wholesale distribution (pool, irrigation, outdoor living)

Competitive

100%

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Proven models entering the expansion stage with unit economics that work.

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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.