VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Saturday, January 3, 2026

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Stock Comparison

YASKAWA Electric Corporation vs Constellation Software 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)$1.2T

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

Constellation Software Inc.

CSU · Toronto Stock Exchange

Market cap (USD)—

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorTechnology

Industry—

CountryCA

Data as of2026-01-02

Moat score

74/ 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 Constellation Software Inc.'s moat claims, evidence, and risks.

View CSU analysis

Comparison highlights

Moat score gap: Constellation Software Inc. leads (74 / 100 vs 62 / 100 for YASKAWA Electric Corporation).
Segment focus: YASKAWA Electric Corporation has 4 segments (44.4% in Motion Control); Constellation Software Inc. has 6 segments.
Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
Moat breadth: YASKAWA Electric Corporation has 8 moat types across 3 domains; Constellation Software Inc. has 3 across 2.

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%

Constellation Software Inc.

Volaris Operating Group

Market

Vertical market software (VMS) portfolios across diverse industries (Volaris)

Geography

Global (North America, Continental Europe, UK, Australia, South America, Africa)

Customer

Organizations in specific verticals (mix of public and private sector)

Role

Vertical market software vendor (application provider + long-term maintainer)

Side-by-side metrics

YASKAWA Electric Corporation

Constellation Software Inc.

Ticker / Exchange

6506 - Tokyo Stock Exchange

CSU - Toronto Stock Exchange

Market cap (USD)

$1.2T

n/a

Gross margin (TTM)

35.6%

n/a

Operating margin (TTM)

9.2%

n/a

Net margin (TTM)

10.7%

n/a

Sector

Industrials

Technology

Industry

Electrical Equipment & Parts

n/a

HQ country

Primary segment

Motion Control

Volaris Operating Group

Market structure

Oligopoly

Competitive

Market share

16% (reported)

n/a

HHI estimate

n/a

Pricing power

Moderate

Moat score

62 / 100

74 / 100

Moat domains

Demand, Supply, Network

Demand, Supply

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

Constellation Software Inc. strengths

Switching Costs GeneralInstalled 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%

Constellation Software Inc. segments

Full profile >

Volaris Operating Group

Competitive

n/a

Harris Operating Group

Competitive

n/a

Topicus.com Operating Group

Competitive

n/a

Jonas Operating Group

Competitive

n/a

Perseus Operating Group

Competitive

n/a

Vela Operating Group

Competitive

n/a

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.