VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Kubota Corporation vs British American Tobacco p.l.c.

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

British American Tobacco p.l.c.

BATS · London Stock Exchange

Market cap (USD)
SectorConsumer
CountryGB
Data as of2025-12-30
Moat score
71/ 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 British American Tobacco p.l.c.'s moat claims, evidence, and risks.

View BATS analysis

Comparison highlights

  • Moat score gap: Kubota Corporation leads (73 / 100 vs 71 / 100 for British American Tobacco p.l.c.).
  • Segment focus: Kubota Corporation has 3 segments (87.4% in Farm & Industrial Machinery); British American Tobacco p.l.c. has 6 segments (80% in Combustibles).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Kubota Corporation has 6 moat types across 3 domains; British American Tobacco p.l.c. 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%

British American Tobacco p.l.c.

Combustibles

Market

Combustible tobacco (cigarettes and other combustible products)

Geography

Global

Customer

Adult nicotine consumers via retail/wholesale channels

Role

Manufacturer / brand owner

Revenue share

80%

Side-by-side metrics

Kubota Corporation
British American Tobacco p.l.c.
Ticker / Exchange
6326 - Tokyo Stock Exchange
BATS - London Stock Exchange
Market cap (USD)
$16B
n/a
Sector
Industrials
Consumer
HQ country
JP
GB
Primary segment
Farm & Industrial Machinery
Combustibles
Market structure
Oligopoly
Oligopoly
Market share
22%-28% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
73 / 100
71 / 100
Moat domains
Supply, Demand, Legal
Demand, Supply, Legal
Last update
2025-12-30
2025-12-30

Moat coverage

Shared moat types

Installed Base ConsumablesBrand Trust

Kubota Corporation strengths

Service Field NetworkLong Term ContractsGovernment Contracting RelationshipsAdjacency moat from captive support services

British American Tobacco p.l.c. strengths

Distribution ControlCompliance AdvantageOperational ExcellenceCapability adjacency

Segment mix

Kubota Corporation segments

Full profile >

Farm & Industrial Machinery

Oligopoly

87.4%

Water & Environment

Competitive

12%

Other

Competitive

0.6%

British American Tobacco p.l.c. segments

Full profile >

Combustibles

Oligopoly

80%

Vapour

Competitive

6.7%

Heated Products

Oligopoly

3.6%

Modern Oral

Oligopoly

3.1%

Traditional Oral

Oligopoly

4.2%

Other

Competitive

2.5%

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.