VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Wednesday, December 31, 2025

Stock Comparison

Kubota Corporation vs AutoZone, 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

AutoZone, Inc.

AZO · New York Stock Exchange

Market cap (USD)$56.3B
SectorConsumer
CountryUS
Data as of2025-12-31
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 AutoZone, Inc.'s moat claims, evidence, and risks.

View AZO analysis

Comparison highlights

  • Moat score gap: Kubota Corporation leads (73 / 100 vs 59 / 100 for AutoZone, Inc.).
  • Segment focus: Kubota Corporation has 3 segments (87.4% in Farm & Industrial Machinery); AutoZone, Inc. has 2 segments (88% in U.S. Auto Parts Retail & Commercial Distribution).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Kubota Corporation has 6 moat types across 3 domains; AutoZone, Inc. has 6 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%

AutoZone, Inc.

U.S. Auto Parts Retail & Commercial Distribution

Market

U.S. automotive aftermarket replacement parts & accessories retail and commercial distribution

Geography

United States

Customer

DIY consumers; professional repair shops (DIFM)

Role

Retailer and distributor

Revenue share

88%

Side-by-side metrics

Kubota Corporation
AutoZone, Inc.
Ticker / Exchange
6326 - Tokyo Stock Exchange
AZO - New York Stock Exchange
Market cap (USD)
$16B
$56.3B
Sector
Industrials
Consumer
HQ country
JP
US
Primary segment
Farm & Industrial Machinery
U.S. Auto Parts Retail & Commercial Distribution
Market structure
Oligopoly
Competitive
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, Financial
Last update
2025-12-30
2025-12-31

Moat coverage

Shared moat types

Service Field NetworkBrand Trust

Kubota Corporation strengths

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

AutoZone, Inc. strengths

Distribution ControlPhysical Network DensityOperational ExcellenceNegative Working Capital

Segment mix

Kubota Corporation segments

Full profile >

Farm & Industrial Machinery

Oligopoly

87.4%

Water & Environment

Competitive

12%

Other

Competitive

0.6%

AutoZone, Inc. segments

Full profile >

U.S. Auto Parts Retail & Commercial Distribution

Competitive

88%

International Auto Parts Retail & Commercial Distribution (Mexico & Brazil)

Competitive

12%

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.