VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Kubota Corporation vs ASML Holding N.V.

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

ASML Holding N.V.

ASML · Euronext Amsterdam

Market cap (USD)$417.7B
SectorTechnology
CountryNL
Data as of2025-12-21
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 ASML Holding N.V.'s moat claims, evidence, and risks.

View ASML analysis

Comparison highlights

  • Moat score gap: ASML Holding N.V. leads (76 / 100 vs 73 / 100 for Kubota Corporation).
  • Segment focus: Kubota Corporation has 3 segments (87.4% in Farm & Industrial Machinery); ASML Holding N.V. has 3 segments (23% in Installed Base Management (service, upgrades, field options)).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Kubota Corporation has 6 moat types across 3 domains; ASML Holding N.V. has 6 across 2.

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%

ASML Holding N.V.

Installed Base Management (service, upgrades, field options)

Market

Service, upgrades and field options for installed ASML lithography tools

Geography

Global

Customer

Owners/operators of ASML lithography systems

Role

Aftermarket service provider

Revenue share

23%

Side-by-side metrics

Kubota Corporation
ASML Holding N.V.
Ticker / Exchange
6326 - Tokyo Stock Exchange
ASML - Euronext Amsterdam
Market cap (USD)
$16B
$417.7B
Sector
Industrials
Technology
HQ country
JP
NL
Primary segment
Farm & Industrial Machinery
Installed Base Management (service, upgrades, field options)
Market structure
Oligopoly
Quasi-Monopoly
Market share
22%-28% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
73 / 100
76 / 100
Moat domains
Supply, Demand, Legal
Supply, Demand
Last update
2025-12-30
2025-12-21

Moat coverage

Shared moat types

Service Field NetworkInstalled Base ConsumablesBrand Trust

Kubota Corporation strengths

Long Term ContractsGovernment Contracting RelationshipsAdjacency moat from captive support services

ASML Holding N.V. strengths

Supply Chain ControlCapex Knowhow ScaleSwitching Costs General

Segment mix

Kubota Corporation segments

Full profile >

Farm & Industrial Machinery

Oligopoly

87.4%

Water & Environment

Competitive

12%

Other

Competitive

0.6%

ASML Holding N.V. segments

Full profile >

EUV lithography systems (incl. High-NA)

Monopoly

n/a

DUV lithography systems

Oligopoly

n/a

Installed Base Management (service, upgrades, field options)

Quasi-Monopoly

23%

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.