VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

YASKAWA Electric Corporation vs Old Dominion Freight Line, 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)$8.4B
Gross margin (TTM)35.3%
Operating margin (TTM)8.4%
Net margin (TTM)6.5%
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

Old Dominion Freight Line, Inc.

ODFL · NASDAQ

Market cap (USD)$46.4B
Gross margin (TTM)32.2%
Operating margin (TTM)24.8%
Net margin (TTM)18.6%
SectorIndustrials
IndustryTrucking
CountryUS
Data as of2026-01-06
Moat score
70/ 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 Old Dominion Freight Line, Inc.'s moat claims, evidence, and risks.

View ODFL analysis

Comparison highlights

  • Moat score gap: Old Dominion Freight Line, Inc. leads (70 / 100 vs 62 / 100 for YASKAWA Electric Corporation).
  • Segment focus: YASKAWA Electric Corporation has 4 segments (44.4% in Motion Control); Old Dominion Freight Line, Inc. has 2 segments (99.1% in LTL Services).
  • Moat breadth: YASKAWA Electric Corporation has 8 moat types across 3 domains; Old Dominion Freight Line, Inc. has 6 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%

Old Dominion Freight Line, Inc.

LTL Services

Market

Less-than-truckload (LTL) freight transportation

Geography

United States (primarily); broader North America via alliances

Customer

B2B shippers

Role

Asset-based carrier (pickup, linehaul, delivery)

Revenue share

99.1%

Side-by-side metrics

YASKAWA Electric Corporation
Old Dominion Freight Line, Inc.
Ticker / Exchange
6506 - Tokyo Stock Exchange
ODFL - NASDAQ
Market cap (USD)
$8.4B
$46.4B
Gross margin (TTM)
35.3%
32.2%
Operating margin (TTM)
8.4%
24.8%
Net margin (TTM)
6.5%
18.6%
Sector
Industrials
Industrials
Industry
Electrical Equipment & Parts
Trucking
HQ country
JP
US
Primary segment
Motion Control
LTL Services
Market structure
Oligopoly
Oligopoly
Market share
16% (reported)
11%-13% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
62 / 100
70 / 100
Moat domains
Demand, Supply, Network
Supply, Demand
Last update
2025-12-29
2026-01-06

Moat coverage

Shared moat types

Brand TrustData Workflow LockinOperational Excellence

YASKAWA Electric Corporation strengths

Design In QualificationCapex Knowhow ScaleService Field NetworkEcosystem ComplementsTurnkey automation project execution know-how

Old Dominion Freight Line, Inc. strengths

Physical Network DensityScale Economies Unit CostSuite 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%

Old Dominion Freight Line, Inc. segments

Full profile >

LTL Services

Oligopoly

99.1%

Other Services (Drayage, Brokerage, Supply Chain Consulting)

Competitive

0.9%

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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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.