VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

YASKAWA Electric Corporation vs CSL Limited

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)$8.4B
Gross margin (TTM)35.3%
Operating margin (TTM)8.4%
Net margin (TTM)6.5%
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

CSL Limited

CSL · ASX

Market cap (USD)$45B
Gross margin (TTM)48.9%
Operating margin (TTM)23.3%
Net margin (TTM)14.9%
SectorHealthcare
IndustryBiotechnology
CountryAU
Data as of2026-01-02
Moat score
77/ 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 CSL Limited's moat claims, evidence, and risks.

View CSL analysis

Comparison highlights

  • Moat score gap: CSL Limited leads (77 / 100 vs 62 / 100 for YASKAWA Electric Corporation).
  • Segment focus: YASKAWA Electric Corporation has 4 segments (44.4% in Motion Control); CSL Limited has 3 segments (71.7% in CSL Behring).
  • Moat breadth: YASKAWA Electric Corporation has 8 moat types across 3 domains; CSL Limited 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%

CSL Limited

CSL Behring

Market

Plasma-derived therapies (immunoglobulins, albumin, coagulation factors) plus recombinant and gene therapies for rare and serious diseases

Geography

Global

Customer

Hospitals, specialty pharmacies, physicians; payers and national health systems

Role

Vertically integrated biopharma (plasma collection -> fractionation/manufacturing -> commercial distribution)

Revenue share

71.7%

Side-by-side metrics

YASKAWA Electric Corporation
CSL Limited
Ticker / Exchange
6506 - Tokyo Stock Exchange
CSL - ASX
Market cap (USD)
$8.4B
$45B
Gross margin (TTM)
35.3%
48.9%
Operating margin (TTM)
8.4%
23.3%
Net margin (TTM)
6.5%
14.9%
Sector
Industrials
Healthcare
Industry
Electrical Equipment & Parts
Biotechnology
HQ country
JP
AU
Primary segment
Motion Control
CSL Behring
Market structure
Oligopoly
Oligopoly
Market share
16% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
62 / 100
77 / 100
Moat domains
Demand, Supply, Network
Supply, Legal, Demand
Last update
2025-12-29
2026-01-02

Moat coverage

Shared moat types

Operational Excellence

YASKAWA Electric Corporation strengths

Design In QualificationBrand TrustData Workflow LockinCapex Knowhow ScaleService Field NetworkEcosystem ComplementsTurnkey automation project execution know-how

CSL Limited strengths

Supply Chain ControlPhysical Network DensityGovernment Contracting RelationshipsRegulated Standards PipeCapacity MoatProcurement 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%

CSL Limited segments

Full profile >

CSL Behring

Oligopoly

71.7%

CSL Seqirus

Oligopoly

13.9%

CSL Vifor

Oligopoly

14.4%

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.