VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Kubota Corporation vs Old Dominion Freight Line, 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)$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

Old Dominion Freight Line, Inc.

ODFL · NASDAQ

Market cap (USD)$46.4B
Gross margin (TTM)32.2%
Operating margin (TTM)24.8%
Net margin (TTM)18.6%
SectorIndustrials
IndustryTrucking
CountryUS
Data as of2026-01-06
Moat score
70/ 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 Old Dominion Freight Line, Inc.'s moat claims, evidence, and risks.

View ODFL analysis

Comparison highlights

  • Moat score gap: Kubota Corporation leads (73 / 100 vs 70 / 100 for Old Dominion Freight Line, Inc.).
  • Segment focus: Kubota Corporation has 3 segments (87.4% in Farm & Industrial Machinery); Old Dominion Freight Line, Inc. has 2 segments (99.1% in LTL Services).
  • Moat breadth: Kubota Corporation has 6 moat types across 3 domains; Old Dominion Freight Line, Inc. has 6 across 2.

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%

Old Dominion Freight Line, Inc.

LTL Services

Market

Less-than-truckload (LTL) freight transportation

Geography

United States (primarily); broader North America via alliances

Customer

B2B shippers

Role

Asset-based carrier (pickup, linehaul, delivery)

Revenue share

99.1%

Side-by-side metrics

Kubota Corporation
Old Dominion Freight Line, Inc.
Ticker / Exchange
6326 - Tokyo Stock Exchange
ODFL - NASDAQ
Market cap (USD)
$18.2B
$46.4B
Gross margin (TTM)
29.3%
32.2%
Operating margin (TTM)
9.1%
24.8%
Net margin (TTM)
6.2%
18.6%
Sector
Industrials
Industrials
Industry
Agricultural - Machinery
Trucking
HQ country
JP
US
Primary segment
Farm & Industrial Machinery
LTL Services
Market structure
Oligopoly
Oligopoly
Market share
22%-28% (estimated)
11%-13% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
73 / 100
70 / 100
Moat domains
Supply, Demand, Legal
Supply, Demand
Last update
2025-12-30
2026-01-06

Moat coverage

Shared moat types

Brand Trust

Kubota Corporation strengths

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

Old Dominion Freight Line, Inc. strengths

Physical Network DensityOperational ExcellenceScale Economies Unit CostData Workflow LockinSuite Bundling

Segment mix

Kubota Corporation segments

Full profile >

Farm & Industrial Machinery

Oligopoly

87.4%

Water & Environment

Competitive

12%

Other

Competitive

0.6%

Old Dominion Freight Line, Inc. segments

Full profile >

LTL Services

Oligopoly

99.1%

Other Services (Drayage, Brokerage, Supply Chain Consulting)

Competitive

0.9%

Want the full wide moat stocks list?

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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.