VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Kubota Corporation vs Nestle S.A.

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

Nestle S.A.

NESN · SIX Swiss Exchange

Market cap (USD)
SectorConsumer
CountryCH
Data as of2025-12-30
Moat score
57/ 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 Nestle S.A.'s moat claims, evidence, and risks.

View NESN analysis

Comparison highlights

  • Moat score gap: Kubota Corporation leads (73 / 100 vs 57 / 100 for Nestle S.A.).
  • Segment focus: Kubota Corporation has 3 segments (87.4% in Farm & Industrial Machinery); Nestle S.A. has 7 segments (26.9% in Powdered and Liquid Beverages).
  • Moat breadth: Kubota Corporation has 6 moat types across 3 domains; Nestle S.A. 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%

Nestle S.A.

Powdered and Liquid Beverages

Market

Packaged coffee (instant, roast and ground, portioned) and other powdered beverages (cocoa/malt, creamers)

Geography

Global

Customer

Consumers (end-users) via retail and e-commerce; plus out-of-home channels

Role

Branded manufacturer and marketer; system operator for portioned coffee (machines + capsules)

Revenue share

26.9%

Side-by-side metrics

Kubota Corporation
Nestle S.A.
Ticker / Exchange
6326 - Tokyo Stock Exchange
NESN - SIX Swiss Exchange
Market cap (USD)
$16B
n/a
Sector
Industrials
Consumer
HQ country
JP
CH
Primary segment
Farm & Industrial Machinery
Powdered and Liquid Beverages
Market structure
Oligopoly
Oligopoly
Market share
22%-28% (estimated)
25% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
73 / 100
57 / 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

Nestle S.A. strengths

Preferential Input AccessLearning Curve YieldDistribution ControlCompliance Advantage

Segment mix

Kubota Corporation segments

Full profile >

Farm & Industrial Machinery

Oligopoly

87.4%

Water & Environment

Competitive

12%

Other

Competitive

0.6%

Nestle S.A. segments

Full profile >

Powdered and Liquid Beverages

Oligopoly

26.9%

PetCare

Oligopoly

20.7%

Nutrition and Health Science

Oligopoly

16.6%

Prepared dishes and cooking aids

Competitive

11.7%

Milk products and Ice cream

Competitive

11.4%

Confectionery

Oligopoly

9.2%

Water

Competitive

3.5%

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.