VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Kubota Corporation vs Gilead Sciences, 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

Gilead Sciences, Inc.

GILD · NASDAQ Global Select Market

Market cap (USD)$155.6B
SectorHealthcare
CountryUS
Data as of2025-12-30
Moat score
74/ 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 Gilead Sciences, Inc.'s moat claims, evidence, and risks.

View GILD analysis

Comparison highlights

  • Moat score gap: Gilead Sciences, Inc. leads (74 / 100 vs 73 / 100 for Kubota Corporation).
  • Segment focus: Kubota Corporation has 3 segments (87.4% in Farm & Industrial Machinery); Gilead Sciences, Inc. has 5 segments (68.5% in HIV).
  • Moat breadth: Kubota Corporation has 6 moat types across 3 domains; Gilead Sciences, Inc. has 8 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%

Gilead Sciences, Inc.

HIV

Market

HIV treatment and prevention medicines (antiretroviral therapy and PrEP)

Geography

Global (U.S. and Europe are major markets)

Customer

Patients/prescribers; reimbursed by public and private payers; distributed via wholesalers and specialty pharmacies

Role

Drug developer and marketing authorization holder

Revenue share

68.5%

Side-by-side metrics

Kubota Corporation
Gilead Sciences, Inc.
Ticker / Exchange
6326 - Tokyo Stock Exchange
GILD - NASDAQ Global Select Market
Market cap (USD)
$16B
$155.6B
Sector
Industrials
Healthcare
HQ country
JP
US
Primary segment
Farm & Industrial Machinery
HIV
Market structure
Oligopoly
Oligopoly
Market share
22%-28% (estimated)
50%-60% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
73 / 100
74 / 100
Moat domains
Supply, Demand, Legal
Demand, Legal, Supply
Last update
2025-12-30
2025-12-30

Moat coverage

Shared moat types

Service Field NetworkBrand Trust

Kubota Corporation strengths

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

Gilead Sciences, Inc. strengths

Habit DefaultSwitching Costs GeneralIP Choke PointCapex Knowhow ScaleCompliance AdvantageRegulated Standards Pipe

Segment mix

Kubota Corporation segments

Full profile >

Farm & Industrial Machinery

Oligopoly

87.4%

Water & Environment

Competitive

12%

Other

Competitive

0.6%

Gilead Sciences, Inc. segments

Full profile >

HIV

Oligopoly

68.5%

Oncology (Cell Therapy + Trodelvy)

Oligopoly

11.5%

Liver Disease

Oligopoly

10.6%

Veklury (Remdesivir)

Competitive

6.3%

Other Products

Competitive

3.1%

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.