VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Kubota Corporation vs CSL Limited

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)$18.2B
Gross margin (TTM)29.3%
Operating margin (TTM)9.1%
Net margin (TTM)6.2%
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

CSL Limited

CSL · ASX

Market cap (USD)$45B
Gross margin (TTM)48.9%
Operating margin (TTM)23.3%
Net margin (TTM)14.9%
SectorHealthcare
IndustryBiotechnology
CountryAU
Data as of2026-01-02
Moat score
77/ 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 CSL Limited's moat claims, evidence, and risks.

View CSL analysis

Comparison highlights

  • Moat score gap: CSL Limited leads (77 / 100 vs 73 / 100 for Kubota Corporation).
  • Segment focus: Kubota Corporation has 3 segments (87.4% in Farm & Industrial Machinery); CSL Limited has 3 segments (71.7% in CSL Behring).
  • Moat breadth: Kubota Corporation has 6 moat types across 3 domains; CSL Limited has 7 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%

CSL Limited

CSL Behring

Market

Plasma-derived therapies (immunoglobulins, albumin, coagulation factors) plus recombinant and gene therapies for rare and serious diseases

Geography

Global

Customer

Hospitals, specialty pharmacies, physicians; payers and national health systems

Role

Vertically integrated biopharma (plasma collection -> fractionation/manufacturing -> commercial distribution)

Revenue share

71.7%

Side-by-side metrics

Kubota Corporation
CSL Limited
Ticker / Exchange
6326 - Tokyo Stock Exchange
CSL - ASX
Market cap (USD)
$18.2B
$45B
Gross margin (TTM)
29.3%
48.9%
Operating margin (TTM)
9.1%
23.3%
Net margin (TTM)
6.2%
14.9%
Sector
Industrials
Healthcare
Industry
Agricultural - Machinery
Biotechnology
HQ country
JP
AU
Primary segment
Farm & Industrial Machinery
CSL Behring
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
77 / 100
Moat domains
Supply, Demand, Legal
Supply, Legal, Demand
Last update
2025-12-30
2026-01-02

Moat coverage

Shared moat types

Government Contracting Relationships

Kubota Corporation strengths

Service Field NetworkInstalled Base ConsumablesBrand TrustLong Term ContractsAdjacency moat from captive support services

CSL Limited strengths

Supply Chain ControlPhysical Network DensityOperational ExcellenceRegulated Standards PipeCapacity MoatProcurement Inertia

Segment mix

Kubota Corporation segments

Full profile >

Farm & Industrial Machinery

Oligopoly

87.4%

Water & Environment

Competitive

12%

Other

Competitive

0.6%

CSL Limited segments

Full profile >

CSL Behring

Oligopoly

71.7%

CSL Seqirus

Oligopoly

13.9%

CSL Vifor

Oligopoly

14.4%

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.