VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

YASKAWA Electric Corporation vs Gilead Sciences, 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)
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

Gilead Sciences, Inc.

GILD · NASDAQ Global Select Market

Market cap (USD)$155.6B
SectorHealthcare
CountryUS
Data as of2025-12-30
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 Gilead Sciences, Inc.'s moat claims, evidence, and risks.

View GILD analysis

Comparison highlights

  • Moat score gap: Gilead Sciences, Inc. leads (74 / 100 vs 62 / 100 for YASKAWA Electric Corporation).
  • Segment focus: YASKAWA Electric Corporation has 4 segments (44.4% in Motion Control); Gilead Sciences, Inc. has 5 segments (68.5% in HIV).
  • Moat breadth: YASKAWA Electric Corporation has 8 moat types across 3 domains; Gilead Sciences, Inc. has 8 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%

Gilead Sciences, Inc.

HIV

Market

HIV treatment and prevention medicines (antiretroviral therapy and PrEP)

Geography

Global (U.S. and Europe are major markets)

Customer

Patients/prescribers; reimbursed by public and private payers; distributed via wholesalers and specialty pharmacies

Role

Drug developer and marketing authorization holder

Revenue share

68.5%

Side-by-side metrics

YASKAWA Electric Corporation
Gilead Sciences, Inc.
Ticker / Exchange
6506 - Tokyo Stock Exchange
GILD - NASDAQ Global Select Market
Market cap (USD)
n/a
$155.6B
Sector
Industrials
Healthcare
HQ country
JP
US
Primary segment
Motion Control
HIV
Market structure
Oligopoly
Oligopoly
Market share
16% (reported)
50%-60% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
62 / 100
74 / 100
Moat domains
Demand, Supply, Network
Demand, Legal, Supply
Last update
2025-12-29
2025-12-30

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

Gilead Sciences, Inc. strengths

Habit DefaultSwitching Costs GeneralIP Choke PointCompliance AdvantageRegulated Standards Pipe

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%

Gilead Sciences, Inc. segments

Full profile >

HIV

Oligopoly

68.5%

Oncology (Cell Therapy + Trodelvy)

Oligopoly

11.5%

Liver Disease

Oligopoly

10.6%

Veklury (Remdesivir)

Competitive

6.3%

Other Products

Competitive

3.1%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.