VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

YASKAWA Electric Corporation vs ResMed 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)$1.3T
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

ResMed Inc.

RMD · New York Stock Exchange

Market cap (USD)$36B
Gross margin (TTM)60.1%
Operating margin (TTM)33.2%
Net margin (TTM)27.4%
SectorHealthcare
IndustryMedical - Instruments & Supplies
CountryUS
Data as of2026-01-04
Moat score
76/ 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 ResMed Inc.'s moat claims, evidence, and risks.

View RMD analysis

Comparison highlights

  • Moat score gap: ResMed Inc. leads (76 / 100 vs 62 / 100 for YASKAWA Electric Corporation).
  • Segment focus: YASKAWA Electric Corporation has 4 segments (44.4% in Motion Control); ResMed Inc. has 2 segments (87.5% in Sleep and Breathing Health).
  • Moat breadth: YASKAWA Electric Corporation has 8 moat types across 3 domains; ResMed Inc. has 7 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%

ResMed Inc.

Sleep and Breathing Health

Market

Sleep apnea and respiratory care devices and related consumables (PAP, masks, ventilation) plus connected monitoring services

Geography

Global

Customer

DME/HME providers, sleep clinics, hospitals, patients

Role

Medical device OEM + connected care software/data services

Revenue share

87.5%

Side-by-side metrics

YASKAWA Electric Corporation
ResMed Inc.
Ticker / Exchange
6506 - Tokyo Stock Exchange
RMD - New York Stock Exchange
Market cap (USD)
$1.3T
$36B
Gross margin (TTM)
35.6%
60.1%
Operating margin (TTM)
9.2%
33.2%
Net margin (TTM)
10.7%
27.4%
Sector
Industrials
Healthcare
Industry
Electrical Equipment & Parts
Medical - Instruments & Supplies
HQ country
JP
US
Primary segment
Motion Control
Sleep and Breathing Health
Market structure
Oligopoly
Oligopoly
Market share
16% (reported)
58%-66% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
62 / 100
76 / 100
Moat domains
Demand, Supply, Network
Demand, Legal
Last update
2025-12-29
2026-01-04

Moat coverage

Shared moat types

Brand TrustData Workflow Lockin

YASKAWA Electric Corporation strengths

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

ResMed Inc. strengths

Installed Base ConsumablesCompliance AdvantageIP Choke PointLong Term ContractsTraining Org Change Costs

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%

ResMed Inc. segments

Full profile >

Sleep and Breathing Health

Oligopoly

87.5%

Residential Care Software

Competitive

12.5%

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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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.