VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Kubota Corporation vs OMRON Corporation

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Kubota Corporation

6326 · Tokyo Stock Exchange

Market cap (USD)$16B
SectorIndustrials
CountryJP
Data as of2025-12-30
Moat score
73/ 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 Kubota Corporation's moat claims, evidence, and risks.

View 6326 analysis

OMRON Corporation

6645 · Tokyo Stock Exchange

Market cap (USD)$5B
SectorIndustrials
CountryJP
Data as of2025-12-30
Moat score
59/ 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 OMRON Corporation's moat claims, evidence, and risks.

View 6645 analysis

Comparison highlights

  • Moat score gap: Kubota Corporation leads (73 / 100 vs 59 / 100 for OMRON Corporation).
  • Segment focus: Kubota Corporation has 3 segments (87.4% in Farm & Industrial Machinery); OMRON Corporation has 5 segments (45% in Industrial Automation Business (IAB)).
  • Moat breadth: Kubota Corporation has 6 moat types across 3 domains; OMRON Corporation has 7 across 4.

Primary market context

Kubota Corporation

Farm & Industrial Machinery

Market

Agricultural machinery and compact construction equipment (incl. compact/utility tractors, construction machinery, engines)

Geography

Global

Customer

Dealers and end users (farmers, contractors, municipalities)

Role

OEM

Revenue share

87.4%

OMRON Corporation

Industrial Automation Business (IAB)

Market

Industrial automation components and factory automation solutions (sensors, controllers, safety, robotics, OT/IT services)

Geography

Global

Customer

Manufacturers and machine builders (B2B)

Role

Automation supplier + solutions/services provider

Revenue share

45%

Side-by-side metrics

Kubota Corporation
OMRON Corporation
Ticker / Exchange
6326 - Tokyo Stock Exchange
6645 - Tokyo Stock Exchange
Market cap (USD)
$16B
$5B
Sector
Industrials
Industrials
HQ country
JP
JP
Primary segment
Farm & Industrial Machinery
Industrial Automation Business (IAB)
Market structure
Oligopoly
Oligopoly
Market share
22%-28% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
73 / 100
59 / 100
Moat domains
Supply, Demand, Legal
Supply, Demand, Legal, Network
Last update
2025-12-30
2025-12-30

Moat coverage

Shared moat types

Service Field NetworkBrand Trust

Kubota Corporation strengths

Installed Base ConsumablesLong Term ContractsGovernment Contracting RelationshipsAdjacency moat from captive support services

OMRON Corporation strengths

Data Workflow LockinCompliance AdvantageProcurement InertiaLearning Curve YieldData Network Effects

Segment mix

Kubota Corporation segments

Full profile >

Farm & Industrial Machinery

Oligopoly

87.4%

Water & Environment

Competitive

12%

Other

Competitive

0.6%

OMRON Corporation segments

Full profile >

Industrial Automation Business (IAB)

Oligopoly

45%

Healthcare Business (HCB)

Competitive

18.2%

Social Systems, Solutions and Service Business (SSB)

Oligopoly

18.2%

Device and Module Solutions Business (DMB)

Competitive

13.2%

Data Solution Business (DSB)

Oligopoly

5.3%

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.