VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Kubota Corporation vs Nintendo Co., Ltd.

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

Nintendo Co., Ltd.

7974.JP · Tokyo Stock Exchange

Market cap (USD)
SectorCommunication Services
CountryJP
Data as of2026-01-01
Moat score
76/ 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 Nintendo Co., Ltd.'s moat claims, evidence, and risks.

View 7974.JP analysis

Comparison highlights

  • Moat score gap: Nintendo Co., Ltd. leads (76 / 100 vs 73 / 100 for Kubota Corporation).
  • Segment focus: Kubota Corporation has 3 segments (87.4% in Farm & Industrial Machinery); Nintendo Co., Ltd. has 3 segments (90.2% in Nintendo Switch platform ecosystem).
  • Moat breadth: Kubota Corporation has 6 moat types across 3 domains; Nintendo Co., Ltd. has 5 across 3.

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%

Nintendo Co., Ltd.

Nintendo Switch platform ecosystem

Market

Dedicated console gaming platform ecosystem (hardware + software + digital storefront + online services)

Geography

Global

Customer

Consumers

Role

Platform owner / first-party publisher

Revenue share

90.2%

Side-by-side metrics

Kubota Corporation
Nintendo Co., Ltd.
Ticker / Exchange
6326 - Tokyo Stock Exchange
7974.JP - Tokyo Stock Exchange
Market cap (USD)
$16B
n/a
Sector
Industrials
Communication Services
HQ country
JP
JP
Primary segment
Farm & Industrial Machinery
Nintendo Switch platform ecosystem
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
76 / 100
Moat domains
Supply, Demand, Legal
Network, Demand, Legal
Last update
2025-12-30
2026-01-01

Moat coverage

Shared moat types

Brand Trust

Kubota Corporation strengths

Service Field NetworkInstalled Base ConsumablesLong Term ContractsGovernment Contracting RelationshipsAdjacency moat from captive support services

Nintendo Co., Ltd. strengths

Ecosystem ComplementsSwitching Costs GeneralIP Choke PointContent Rights Currency

Segment mix

Kubota Corporation segments

Full profile >

Farm & Industrial Machinery

Oligopoly

87.4%

Water & Environment

Competitive

12%

Other

Competitive

0.6%

Nintendo Co., Ltd. segments

Full profile >

Nintendo Switch platform ecosystem

Oligopoly

90.2%

Mobile and IP-related income

Competitive

5.8%

Other products and legacy platforms

Competitive

4%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.