VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

YASKAWA Electric Corporation vs The Boeing Company

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)
SectorIndustrials
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

The Boeing Company

BA · New York Stock Exchange

Market cap (USD)
SectorIndustrials
CountryUS
Data as of2025-12-23
Moat score
61/ 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 The Boeing Company's moat claims, evidence, and risks.

View BA analysis

Comparison highlights

  • Moat score gap: YASKAWA Electric Corporation leads (62 / 100 vs 61 / 100 for The Boeing Company).
  • Segment focus: YASKAWA Electric Corporation has 4 segments (44.4% in Motion Control); The Boeing Company has 3 segments (35.8% in Defense, Space & Security (BDS)).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Weak.
  • Moat breadth: YASKAWA Electric Corporation has 8 moat types across 3 domains; The Boeing Company has 9 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%

The Boeing Company

Defense, Space & Security (BDS)

Market

Defense aerospace & space prime contracting (air, space, and mission systems)

Geography

Primarily U.S., with international programs

Customer

U.S. and allied governments; defense agencies

Role

Prime contractor / systems integrator

Revenue share

35.8%

Side-by-side metrics

YASKAWA Electric Corporation
The Boeing Company
Ticker / Exchange
6506 - Tokyo Stock Exchange
BA - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Industrials
Industrials
HQ country
JP
US
Primary segment
Motion Control
Defense, Space & Security (BDS)
Market structure
Oligopoly
Oligopoly
Market share
16% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
62 / 100
61 / 100
Moat domains
Demand, Supply, Network
Legal, Supply, Demand
Last update
2025-12-29
2025-12-23

Moat coverage

Shared moat types

Design In QualificationData Workflow LockinCapex Knowhow ScaleService Field Network

YASKAWA Electric Corporation strengths

Brand TrustEcosystem ComplementsTurnkey automation project execution know-howOperational Excellence

The Boeing Company strengths

Regulated Standards PipeGovernment Contracting RelationshipsLong Term ContractsCompliance AdvantageInstalled Base Consumables

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%

The Boeing Company segments

Full profile >

Commercial Airplanes (BCA)

Duopoly

34.3%

Defense, Space & Security (BDS)

Oligopoly

35.8%

Global Services (BGS)

Competitive

29.9%

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.