VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Kubota Corporation vs Broadcom Inc.

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

Broadcom Inc.

AVGO · NASDAQ Global Select Market

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-30
Moat score
66/ 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 Broadcom Inc.'s moat claims, evidence, and risks.

View AVGO analysis

Comparison highlights

  • Moat score gap: Kubota Corporation leads (73 / 100 vs 66 / 100 for Broadcom Inc.).
  • Segment focus: Kubota Corporation has 3 segments (87.4% in Farm & Industrial Machinery); Broadcom Inc. has 2 segments (57.7% in Semiconductor Solutions).
  • Moat breadth: Kubota Corporation has 6 moat types across 3 domains; Broadcom Inc. has 8 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%

Broadcom Inc.

Semiconductor Solutions

Market

Fabless semiconductor solutions (data center and AI networking/custom silicon, connectivity, broadband, storage, industrial) plus semiconductor IP licensing

Geography

Global

Customer

Hyperscalers, OEMs, and contract manufacturers; sold via direct sales and distributors

Role

Fabless chip designer and IP licensor; outsources most wafer manufacturing and assembly/test

Revenue share

57.7%

Side-by-side metrics

Kubota Corporation
Broadcom Inc.
Ticker / Exchange
6326 - Tokyo Stock Exchange
AVGO - NASDAQ Global Select Market
Market cap (USD)
$16B
n/a
Sector
Industrials
Technology
HQ country
JP
US
Primary segment
Farm & Industrial Machinery
Semiconductor Solutions
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
66 / 100
Moat domains
Supply, Demand, Legal
Demand, Supply, Legal, Network
Last update
2025-12-30
2025-12-30

Moat coverage

Shared moat types

Long Term Contracts

Kubota Corporation strengths

Service Field NetworkInstalled Base ConsumablesBrand TrustGovernment Contracting RelationshipsAdjacency moat from captive support services

Broadcom Inc. strengths

Design In QualificationKeystone ComponentSupply Chain ControlIP Choke PointSwitching Costs GeneralSuite BundlingEcosystem Complements

Segment mix

Kubota Corporation segments

Full profile >

Farm & Industrial Machinery

Oligopoly

87.4%

Water & Environment

Competitive

12%

Other

Competitive

0.6%

Broadcom Inc. segments

Full profile >

Semiconductor Solutions

Oligopoly

57.7%

Infrastructure Software

Oligopoly

42.3%

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.