VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Sunday, January 11, 2026

Stock Comparison

YASKAWA Electric Corporation vs The Italian Sea Group S.p.A.

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

The Italian Sea Group S.p.A.

TISG · Euronext Milan (Borsa Italiana)

Market cap (USD)$241.7M
Gross margin (TTM)70.9%
Operating margin (TTM)12.1%
Net margin (TTM)3.8%
SectorConsumer
IndustryLeisure
CountryIT
Data as of2026-01-08
Moat score
61/ 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 The Italian Sea Group S.p.A.'s moat claims, evidence, and risks.

View TISG analysis

Comparison highlights

  • Moat score gap: YASKAWA Electric Corporation leads (62 / 100 vs 61 / 100 for The Italian Sea Group S.p.A.).
  • Segment focus: YASKAWA Electric Corporation has 4 segments (44.4% in Motion Control); The Italian Sea Group S.p.A. has 2 segments (89.7% in Shipbuilding).
  • Moat breadth: YASKAWA Electric Corporation has 8 moat types across 3 domains; The Italian Sea Group S.p.A. has 5 across 3.

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%

The Italian Sea Group S.p.A.

Shipbuilding

Market

Luxury yacht and superyacht shipbuilding (motor and sailing, 24m+ projects under construction/contract)

Geography

Global

Customer

Ultra-high-net-worth individuals (owners) and yacht brokers; occasional fleet/charter buyers

Role

Designer/shipyard (OEM) and brand owner

Revenue share

89.7%

Side-by-side metrics

YASKAWA Electric Corporation
The Italian Sea Group S.p.A.
Ticker / Exchange
6506 - Tokyo Stock Exchange
TISG - Euronext Milan (Borsa Italiana)
Market cap (USD)
$1.3T
$241.7M
Gross margin (TTM)
35.6%
70.9%
Operating margin (TTM)
9.2%
12.1%
Net margin (TTM)
10.7%
3.8%
Sector
Industrials
Consumer
Industry
Electrical Equipment & Parts
Leisure
HQ country
JP
IT
Primary segment
Motion Control
Shipbuilding
Market structure
Oligopoly
Oligopoly
Market share
16% (reported)
1.8%-2.2% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
62 / 100
61 / 100
Moat domains
Demand, Supply, Network
Demand, Supply, Legal
Last update
2025-12-29
2026-01-08

Moat coverage

Shared moat types

Brand TrustOperational Excellence

YASKAWA Electric Corporation strengths

Design In QualificationData Workflow LockinCapex Knowhow ScaleService Field NetworkEcosystem ComplementsTurnkey automation project execution know-how

The Italian Sea Group S.p.A. strengths

Supply Chain ControlConcession LicenseLong 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%

The Italian Sea Group S.p.A. segments

Full profile >

Shipbuilding

Oligopoly

89.7%

Refit

Competitive

10.3%

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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.