VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

YASKAWA Electric Corporation vs Alcon Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

YASKAWA Electric Corporation

6506 · Tokyo Stock Exchange

Market cap (USD)$1.3T
Gross margin (TTM)35.6%
Operating margin (TTM)9.2%
Net margin (TTM)10.7%
SectorIndustrials
IndustryElectrical Equipment & Parts
CountryJP
Data as of2025-12-29
Moat score
62/ 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 YASKAWA Electric Corporation's moat claims, evidence, and risks.

View 6506 analysis

Alcon Inc.

ALC · New York Stock Exchange

Market cap (USD)$39.8B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorHealthcare
Industry
CountryCH
Data as of2026-01-10
Moat score
71/ 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 Alcon Inc.'s moat claims, evidence, and risks.

View ALC analysis

Comparison highlights

  • Moat score gap: Alcon Inc. leads (71 / 100 vs 62 / 100 for YASKAWA Electric Corporation).
  • Segment focus: YASKAWA Electric Corporation has 4 segments (44.4% in Motion Control); Alcon Inc. has 2 segments (56% in Surgical).
  • Moat breadth: YASKAWA Electric Corporation has 8 moat types across 3 domains; Alcon Inc. has 7 across 3.

Primary market context

YASKAWA Electric Corporation

Motion Control

Market

Factory automation motion control components (AC servo motors/drives & controllers, AC drives/inverters)

Geography

Global

Customer

Industrial OEMs and end-users (machine builders; semiconductor, electronics, automotive, and general industry plants)

Role

Component manufacturer + maintenance/service provider

Revenue share

44.4%

Alcon Inc.

Surgical

Market

Ophthalmic surgical devices (implantables, consumables, equipment) and related service/training

Geography

Global

Customer

Ophthalmic surgeons, hospitals, ambulatory surgery centers, group purchasing organizations

Role

Medical device OEM with direct service, clinical support, and training

Revenue share

56%

Side-by-side metrics

YASKAWA Electric Corporation
Alcon Inc.
Ticker / Exchange
6506 - Tokyo Stock Exchange
ALC - New York Stock Exchange
Market cap (USD)
$1.3T
$39.8B
Gross margin (TTM)
35.6%
n/a
Operating margin (TTM)
9.2%
n/a
Net margin (TTM)
10.7%
n/a
Sector
Industrials
Healthcare
Industry
Electrical Equipment & Parts
n/a
HQ country
JP
CH
Primary segment
Motion Control
Surgical
Market structure
Oligopoly
Oligopoly
Market share
16% (reported)
40%-46% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
62 / 100
71 / 100
Moat domains
Demand, Supply, Network
Demand, Supply, Legal
Last update
2025-12-29
2026-01-10

Moat coverage

Shared moat types

Brand TrustCapex Knowhow ScaleService Field Network

YASKAWA Electric Corporation strengths

Design In QualificationData Workflow LockinEcosystem ComplementsTurnkey automation project execution know-howOperational Excellence

Alcon Inc. strengths

Installed Base ConsumablesSuite BundlingCompliance AdvantageProcurement Inertia

Segment mix

YASKAWA Electric Corporation segments

Full profile >

Motion Control

Oligopoly

44.4%

Robotics

Oligopoly

44.2%

System Engineering

Competitive

7.1%

Other / Logistics Services

Competitive

4.3%

Alcon Inc. segments

Full profile >

Surgical

Oligopoly

56%

Vision Care

Oligopoly

44%

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.