VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Kubota Corporation vs Atlas Copco AB (publ)

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)$2.6T
Gross margin (TTM)29.9%
Operating margin (TTM)9%
Net margin (TTM)5.9%
SectorIndustrials
IndustryAgricultural - Machinery
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

Atlas Copco AB (publ)

ATCO-A · Nasdaq Stockholm

Market cap (USD)$839.9B
Gross margin (TTM)42.7%
Operating margin (TTM)21%
Net margin (TTM)16.1%
SectorIndustrials
IndustryIndustrial - Machinery
CountrySE
Data as of2026-01-05
Moat score
63/ 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 Atlas Copco AB (publ)'s moat claims, evidence, and risks.

View ATCO-A analysis

Comparison highlights

  • Moat score gap: Kubota Corporation leads (73 / 100 vs 63 / 100 for Atlas Copco AB (publ)).
  • Segment focus: Kubota Corporation has 3 segments (87.4% in Farm & Industrial Machinery); Atlas Copco AB (publ) has 4 segments (43.8% in Compressor Technique).
  • Moat breadth: Kubota Corporation has 6 moat types across 3 domains; Atlas Copco AB (publ) 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%

Atlas Copco AB (publ)

Compressor Technique

Market

Industrial compressors, air/gas systems (including air treatment) and related aftermarket service

Geography

Global

Customer

Industrial and process customers; distributors; service-contract customers

Role

Equipment OEM + aftermarket service provider

Revenue share

43.8%

Side-by-side metrics

Kubota Corporation
Atlas Copco AB (publ)
Ticker / Exchange
6326 - Tokyo Stock Exchange
ATCO-A - Nasdaq Stockholm
Market cap (USD)
$2.6T
$839.9B
Gross margin (TTM)
29.9%
42.7%
Operating margin (TTM)
9%
21%
Net margin (TTM)
5.9%
16.1%
Sector
Industrials
Industrials
Industry
Agricultural - Machinery
Industrial - Machinery
HQ country
JP
SE
Primary segment
Farm & Industrial Machinery
Compressor Technique
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
63 / 100
Moat domains
Supply, Demand, Legal
Supply, Demand
Last update
2025-12-30
2026-01-05

Moat coverage

Shared moat types

Service Field NetworkInstalled Base Consumables

Kubota Corporation strengths

Brand TrustLong Term ContractsGovernment Contracting RelationshipsAdjacency moat from captive support services

Atlas Copco AB (publ) strengths

Data Workflow LockinDesign In QualificationLearning Curve YieldCapacity Moat

Segment mix

Kubota Corporation segments

Full profile >

Farm & Industrial Machinery

Oligopoly

87.4%

Water & Environment

Competitive

12%

Other

Competitive

0.6%

Atlas Copco AB (publ) segments

Full profile >

Compressor Technique

Oligopoly

43.8%

Vacuum Technique

Oligopoly

22.9%

Industrial Technique

Oligopoly

16.7%

Power Technique

Competitive

16.7%

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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Looking for expansion-stage stocks?

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.