VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

YASKAWA Electric Corporation vs James Hardie Industries 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

James Hardie Industries plc

JHX · ASX

Market cap (USD)
SectorMaterials
CountryIE
Data as of2025-12-28
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 James Hardie Industries plc's moat claims, evidence, and risks.

View JHX analysis

Comparison highlights

  • Moat score gap: James Hardie Industries plc leads (74 / 100 vs 62 / 100 for YASKAWA Electric Corporation).
  • Segment focus: YASKAWA Electric Corporation has 4 segments (44.4% in Motion Control); James Hardie Industries plc has 4 segments (64.2% in Siding & Trim).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: YASKAWA Electric Corporation has 8 moat types across 3 domains; James Hardie Industries plc has 5 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%

James Hardie Industries plc

Siding & Trim

Market

North American fiber cement exterior siding & trim (plus related exterior products)

Geography

North America (primarily U.S. and Canada)

Customer

Homebuilders, contractors, remodelers, dealers/distributors, and retailers

Role

Manufacturer / branded building-products supplier

Revenue share

64.2%

Side-by-side metrics

YASKAWA Electric Corporation
James Hardie Industries plc
Ticker / Exchange
6506 - Tokyo Stock Exchange
JHX - ASX
Market cap (USD)
n/a
n/a
Sector
Industrials
Materials
HQ country
JP
IE
Primary segment
Motion Control
Siding & Trim
Market structure
Oligopoly
Quasi-Monopoly
Market share
16% (reported)
88%-92% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
62 / 100
74 / 100
Moat domains
Demand, Supply, Network
Supply, Demand
Last update
2025-12-29
2025-12-28

Moat coverage

Shared moat types

Brand TrustCapex Knowhow ScaleOperational Excellence

YASKAWA Electric Corporation strengths

Design In QualificationData Workflow LockinService Field NetworkEcosystem ComplementsTurnkey automation project execution know-how

James Hardie Industries plc strengths

Long Term ContractsDistribution Control

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%

James Hardie Industries plc segments

Full profile >

Siding & Trim

Quasi-Monopoly

64.2%

Deck, Rail & Accessories

Oligopoly

11.7%

Australia & New Zealand

Oligopoly

11.6%

Europe

Competitive

12.5%

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.