VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

YASKAWA Electric Corporation vs General Dynamics Corporation

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

General Dynamics Corporation

GD · New York Stock Exchange

Market cap (USD)$92.4B
SectorIndustrials
CountryUS
Data as of2025-12-29
Moat score
80/ 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 General Dynamics Corporation's moat claims, evidence, and risks.

View GD analysis

Comparison highlights

  • Moat score gap: General Dynamics Corporation leads (80 / 100 vs 62 / 100 for YASKAWA Electric Corporation).
  • Segment focus: YASKAWA Electric Corporation has 4 segments (44.4% in Motion Control); General Dynamics Corporation has 4 segments (30.1% in Marine Systems (Nuclear subs + surface shipbuilding)).
  • Primary market structure: Oligopoly vs Duopoly. Pricing power: Moderate vs Weak.
  • Moat breadth: YASKAWA Electric Corporation has 8 moat types across 3 domains; General Dynamics Corporation has 11 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%

General Dynamics Corporation

Marine Systems (Nuclear subs + surface shipbuilding)

Market

U.S. Navy nuclear-powered submarine construction and major surface combatant shipbuilding/lifecycle services

Geography

United States

Customer

Government (primarily U.S. Navy)

Role

Prime contractor / shipbuilder / lifecycle services

Revenue share

30.1%

Side-by-side metrics

YASKAWA Electric Corporation
General Dynamics Corporation
Ticker / Exchange
6506 - Tokyo Stock Exchange
GD - New York Stock Exchange
Market cap (USD)
n/a
$92.4B
Sector
Industrials
Industrials
HQ country
JP
US
Primary segment
Motion Control
Marine Systems (Nuclear subs + surface shipbuilding)
Market structure
Oligopoly
Duopoly
Market share
16% (reported)
45%-55% (estimated)
HHI estimate
n/a
5,000
Pricing power
Moderate
Weak
Moat score
62 / 100
80 / 100
Moat domains
Demand, Supply, Network
Demand, Supply, Legal
Last update
2025-12-29
2025-12-29

Moat coverage

Shared moat types

Design In QualificationBrand TrustCapex Knowhow ScaleService Field Network

YASKAWA Electric Corporation strengths

Data Workflow LockinEcosystem ComplementsTurnkey automation project execution know-howOperational Excellence

General Dynamics Corporation strengths

Regulated Standards PipeLong Term ContractsGovernment Contracting RelationshipsProcurement InertiaCapacity MoatCompliance AdvantageSuite Bundling

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%

General Dynamics Corporation segments

Full profile >

Aerospace (Gulfstream + Jet Aviation)

Oligopoly

23.6%

Marine Systems (Nuclear subs + surface shipbuilding)

Duopoly

30.1%

Combat Systems (Land vehicles + munitions)

Oligopoly

18.9%

Technologies (C5ISR + Federal IT)

Competitive

27.5%

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.