VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Kubota Corporation vs Equifax 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)$19.6B
Gross margin (TTM)29.6%
Operating margin (TTM)10%
Net margin (TTM)7%
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

Equifax Inc.

EFX · New York Stock Exchange

Market cap (USD)$19.7B
Gross margin (TTM)44.7%
Operating margin (TTM)18.3%
Net margin (TTM)11.1%
SectorIndustrials
IndustryConsulting Services
CountryUS
Data as of2026-05-26
Moat score
78/ 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 Equifax Inc.'s moat claims, evidence, and risks.

View EFX analysis

Comparison highlights

  • Moat score gap: Equifax Inc. leads (78 / 100 vs 73 / 100 for Kubota Corporation).
  • Segment focus: Kubota Corporation has 3 segments (87.4% in Farm & Industrial Machinery); Equifax Inc. has 4 segments (36.7% in U.S. Information Solutions).
  • Moat breadth: Kubota Corporation has 6 moat types across 3 domains; Equifax 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%

Equifax Inc.

U.S. Information Solutions

Market

U.S. consumer and commercial credit information, mortgage credit, identity, fraud, analytics and financial marketing services

Geography

United States

Customer

Banks, mortgage lenders, auto lenders, credit card issuers, telecoms, utilities, merchants, resellers, and consumers

Role

Consumer reporting agency, credit-data supplier, decisioning workflow provider, fraud/identity data provider and mortgage-data distributor

Revenue share

36.7%

Side-by-side metrics

Kubota Corporation
Equifax Inc.
Ticker / Exchange
6326 - Tokyo Stock Exchange
EFX - New York Stock Exchange
Market cap (USD)
$19.6B
$19.7B
Gross margin (TTM)
29.6%
44.7%
Operating margin (TTM)
10%
18.3%
Net margin (TTM)
7%
11.1%
Sector
Industrials
Industrials
Industry
Agricultural - Machinery
Consulting Services
HQ country
JP
US
Primary segment
Farm & Industrial Machinery
U.S. Information Solutions
Market structure
Oligopoly
Oligopoly
Market share
22%-28% (estimated)
25%-35% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
73 / 100
78 / 100
Moat domains
Supply, Demand, Legal
Network, Legal, Demand, Supply
Last update
2025-12-30
2026-05-26

Moat coverage

Shared moat types

No overlap yet.

Kubota Corporation strengths

Service Field NetworkInstalled Base ConsumablesBrand TrustLong Term ContractsGovernment Contracting RelationshipsAdjacency moat from captive support services

Equifax Inc. strengths

Data Network EffectsTwo Sided NetworkContractual ExclusivityCompliance AdvantageTraining Org Change CostsDe Facto StandardData Workflow LockinGeographic Natural

Segment mix

Kubota Corporation segments

Full profile >

Farm & Industrial Machinery

Oligopoly

87.4%

Water & Environment

Competitive

12%

Other

Competitive

0.6%

Equifax Inc. segments

Full profile >

Workforce Verification Services

Quasi-Monopoly

34.7%

Workforce Employer Services

Competitive

6.8%

U.S. Information Solutions

Oligopoly

36.7%

International

Oligopoly

21.8%

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.