VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

YASKAWA Electric Corporation vs QUALCOMM Incorporated

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

QUALCOMM Incorporated

QCOM · NASDAQ Global Select Market

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-30
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 QUALCOMM Incorporated's moat claims, evidence, and risks.

View QCOM analysis

Comparison highlights

  • Moat score gap: QUALCOMM Incorporated leads (70 / 100 vs 62 / 100 for YASKAWA Electric Corporation).
  • Segment focus: YASKAWA Electric Corporation has 4 segments (44.4% in Motion Control); QUALCOMM Incorporated has 4 segments (62.8% in Handset chipsets (Snapdragon platforms)).
  • Moat breadth: YASKAWA Electric Corporation has 8 moat types across 3 domains; QUALCOMM Incorporated has 7 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%

QUALCOMM Incorporated

Handset chipsets (Snapdragon platforms)

Market

Smartphone application processors and cellular modem/RF platforms

Geography

Global

Customer

Smartphone OEMs

Role

fabless semiconductor/platform supplier

Revenue share

62.8%

Side-by-side metrics

YASKAWA Electric Corporation
QUALCOMM Incorporated
Ticker / Exchange
6506 - Tokyo Stock Exchange
QCOM - NASDAQ Global Select Market
Market cap (USD)
n/a
n/a
Sector
Industrials
Technology
HQ country
JP
US
Primary segment
Motion Control
Handset chipsets (Snapdragon platforms)
Market structure
Oligopoly
Oligopoly
Market share
16% (reported)
22%-26% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
62 / 100
70 / 100
Moat domains
Demand, Supply, Network
Supply, Network, Demand, Legal
Last update
2025-12-29
2025-12-30

Moat coverage

Shared moat types

Design In QualificationCapex Knowhow ScaleEcosystem Complements

YASKAWA Electric Corporation strengths

Brand TrustData Workflow LockinService Field NetworkTurnkey automation project execution know-howOperational Excellence

QUALCOMM Incorporated strengths

Keystone ComponentScope EconomiesIP Choke PointLong Term Contracts

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%

QUALCOMM Incorporated segments

Full profile >

Handset chipsets (Snapdragon platforms)

Oligopoly

62.8%

Automotive silicon (connectivity, digital cockpit, ADAS/AD)

Oligopoly

8.9%

IoT silicon (consumer, industrial, edge networking)

Competitive

14.9%

Wireless technology licensing (cellular SEPs, royalties)

Oligopoly

12.6%

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.