VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 3, 2026

Stock Comparison

YASKAWA Electric Corporation vs KONE Oyj

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)$1.2T
Gross margin (TTM)35.6%
Operating margin (TTM)9.2%
Net margin (TTM)10.7%
SectorIndustrials
IndustryElectrical Equipment & Parts
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

KONE Oyj

KNEBV · Nasdaq Helsinki

Market cap (USD)$37B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
Industry
CountryFI
Data as of2026-01-02
Moat score
63/ 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 KONE Oyj's moat claims, evidence, and risks.

View KNEBV analysis

Comparison highlights

  • Moat score gap: KONE Oyj leads (63 / 100 vs 62 / 100 for YASKAWA Electric Corporation).
  • Segment focus: YASKAWA Electric Corporation has 4 segments (44.4% in Motion Control); KONE Oyj has 3 segments (40.6% in New Building Solutions).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Weak.
  • Moat breadth: YASKAWA Electric Corporation has 8 moat types across 3 domains; KONE Oyj has 8 across 4.

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%

KONE Oyj

New Building Solutions

Market

Elevator, escalator and automatic building door new equipment (new installations)

Geography

Global

Customer

Property developers and general contractors

Role

OEM + project installation

Revenue share

40.6%

Side-by-side metrics

YASKAWA Electric Corporation
KONE Oyj
Ticker / Exchange
6506 - Tokyo Stock Exchange
KNEBV - Nasdaq Helsinki
Market cap (USD)
$1.2T
$37B
Gross margin (TTM)
35.6%
n/a
Operating margin (TTM)
9.2%
n/a
Net margin (TTM)
10.7%
n/a
Sector
Industrials
Industrials
Industry
Electrical Equipment & Parts
n/a
HQ country
JP
FI
Primary segment
Motion Control
New Building Solutions
Market structure
Oligopoly
Oligopoly
Market share
16% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
62 / 100
63 / 100
Moat domains
Demand, Supply, Network
Supply, Financial, Demand, Legal
Last update
2025-12-29
2026-01-02

Moat coverage

Shared moat types

Data Workflow LockinCapex Knowhow ScaleService Field NetworkOperational Excellence

YASKAWA Electric Corporation strengths

Design In QualificationBrand TrustEcosystem ComplementsTurnkey automation project execution know-how

KONE Oyj strengths

Negative Working CapitalInstalled Base ConsumablesSwitching Costs GeneralCompliance Advantage

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%

KONE Oyj segments

Full profile >

New Building Solutions

Oligopoly

40.6%

Service (maintenance & repairs)

Competitive

40.6%

Modernization

Competitive

18.8%

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.