VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Kubota Corporation vs Microsoft Corporation

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

Microsoft Corporation

MSFT · Nasdaq Global Select Market

Market cap (USD)$3.6T
SectorTechnology
CountryUS
Data as of2025-12-21
Moat score
84/ 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 Microsoft Corporation's moat claims, evidence, and risks.

View MSFT analysis

Comparison highlights

  • Moat score gap: Microsoft Corporation leads (84 / 100 vs 73 / 100 for Kubota Corporation).
  • Segment focus: Kubota Corporation has 3 segments (87.4% in Farm & Industrial Machinery); Microsoft Corporation has 3 segments (42.9% in Productivity and Business Processes).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Kubota Corporation has 6 moat types across 3 domains; Microsoft Corporation has 9 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%

Microsoft Corporation

Productivity and Business Processes

Market

Enterprise productivity & collaboration suites, business applications, and professional network platforms

Geography

Global

Customer

Enterprises, SMBs, consumers, recruiters/advertisers

Role

SaaS platform + professional network

Revenue share

42.9%

Side-by-side metrics

Kubota Corporation
Microsoft Corporation
Ticker / Exchange
6326 - Tokyo Stock Exchange
MSFT - Nasdaq Global Select Market
Market cap (USD)
$16B
$3.6T
Sector
Industrials
Technology
HQ country
JP
US
Primary segment
Farm & Industrial Machinery
Productivity and Business Processes
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
84 / 100
Moat domains
Supply, Demand, Legal
Demand, Network, Supply, Legal
Last update
2025-12-30
2025-12-21

Moat coverage

Shared moat types

Long Term Contracts

Kubota Corporation strengths

Service Field NetworkInstalled Base ConsumablesBrand TrustGovernment Contracting RelationshipsAdjacency moat from captive support services

Microsoft Corporation strengths

Suite BundlingData Workflow LockinTwo Sided NetworkCapex Knowhow ScaleEcosystem ComplementsOperational ExcellenceDefault OS GatewayContent Rights Currency

Segment mix

Kubota Corporation segments

Full profile >

Farm & Industrial Machinery

Oligopoly

87.4%

Water & Environment

Competitive

12%

Other

Competitive

0.6%

Microsoft Corporation segments

Full profile >

Productivity and Business Processes

Oligopoly

42.9%

Intelligent Cloud

Oligopoly

37.7%

More Personal Computing

Quasi-Monopoly

19.4%

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.