VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

YASKAWA Electric Corporation vs Thales S.A.

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

Thales S.A.

HO · Euronext Paris

Market cap (USD)$55.3B
SectorIndustrials
CountryFR
Data as of2025-12-28
Moat score
73/ 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 Thales S.A.'s moat claims, evidence, and risks.

View HO analysis

Comparison highlights

  • Moat score gap: Thales S.A. leads (73 / 100 vs 62 / 100 for YASKAWA Electric Corporation).
  • Segment focus: YASKAWA Electric Corporation has 4 segments (44.4% in Motion Control); Thales S.A. has 3 segments (53.3% in Defence).
  • Moat breadth: YASKAWA Electric Corporation has 8 moat types across 3 domains; Thales S.A. 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%

Thales S.A.

Defence

Market

Defense electronics, secure communications, and mission systems

Geography

Global

Customer

Government / defence ministries, armed forces, security forces

Role

Prime contractor and system integrator; OEM of defence electronics

Revenue share

53.3%

Side-by-side metrics

YASKAWA Electric Corporation
Thales S.A.
Ticker / Exchange
6506 - Tokyo Stock Exchange
HO - Euronext Paris
Market cap (USD)
n/a
$55.3B
Sector
Industrials
Industrials
HQ country
JP
FR
Primary segment
Motion Control
Defence
Market structure
Oligopoly
Oligopoly
Market share
16% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
62 / 100
73 / 100
Moat domains
Demand, Supply, Network
Legal, Demand, Supply
Last update
2025-12-29
2025-12-28

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

Thales S.A. strengths

Government Contracting RelationshipsLong Term ContractsRegulated Standards PipeSuite 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%

Thales S.A. segments

Full profile >

Defence

Oligopoly

53.3%

Aerospace

Oligopoly

26.6%

Cyber & Digital

Competitive

19.6%

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.