VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

YASKAWA Electric Corporation vs GSK plc

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

GSK plc

GSK · London Stock Exchange

Market cap (USD)$98.8B
SectorHealthcare
CountryGB
Data as of2025-12-28
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 GSK plc's moat claims, evidence, and risks.

View GSK analysis

Comparison highlights

  • Moat score: both at 62 / 100.
  • Segment focus: YASKAWA Electric Corporation has 4 segments (44.4% in Motion Control); GSK plc has 3 segments (37.6% in Specialty Medicines).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: YASKAWA Electric Corporation has 8 moat types across 3 domains; GSK plc has 4 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%

GSK plc

Specialty Medicines

Market

Branded specialty pharmaceuticals (HIV, oncology, immunology/respiratory)

Geography

Global

Customer

Hospitals, specialist physicians, payers

Role

Innovator & branded manufacturer

Revenue share

37.6%

Side-by-side metrics

YASKAWA Electric Corporation
GSK plc
Ticker / Exchange
6506 - Tokyo Stock Exchange
GSK - London Stock Exchange
Market cap (USD)
n/a
$98.8B
Sector
Industrials
Healthcare
HQ country
JP
GB
Primary segment
Motion Control
Specialty Medicines
Market structure
Oligopoly
Oligopoly
Market share
16% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
62 / 100
62 / 100
Moat domains
Demand, Supply, Network
Supply, Legal, Demand
Last update
2025-12-29
2025-12-28

Moat coverage

Shared moat types

Capex Knowhow Scale

YASKAWA Electric Corporation strengths

Design In QualificationBrand TrustData Workflow LockinService Field NetworkEcosystem ComplementsTurnkey automation project execution know-howOperational Excellence

GSK plc strengths

Compliance AdvantageIP Choke PointSwitching Costs General

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%

GSK plc segments

Full profile >

Vaccines

Oligopoly

29.1%

Specialty Medicines

Oligopoly

37.6%

General Medicines

Competitive

33.2%

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.