VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

YASKAWA Electric Corporation vs Uber Technologies, 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

Uber Technologies, Inc.

UBER · New York Stock Exchange

Market cap (USD)$167.8B
Gross margin (TTM)39.8%
Operating margin (TTM)9.2%
Net margin (TTM)33.5%
SectorIndustrials
IndustrySoftware - Application
CountryUS
Data as of2026-01-05
Moat score
66/ 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 Uber Technologies, Inc.'s moat claims, evidence, and risks.

View UBER analysis

Comparison highlights

  • Moat score gap: Uber Technologies, Inc. leads (66 / 100 vs 62 / 100 for YASKAWA Electric Corporation).
  • Segment focus: YASKAWA Electric Corporation has 4 segments (44.4% in Motion Control); Uber Technologies, Inc. has 3 segments (57% in Mobility).
  • Moat breadth: YASKAWA Electric Corporation has 8 moat types across 3 domains; Uber Technologies, Inc. has 4 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%

Uber Technologies, Inc.

Mobility

Market

Ride-hailing / on-demand mobility marketplaces

Geography

Global

Customer

Consumers (riders) and independent mobility drivers; plus transit/taxi partners in some markets

Role

Marketplace platform / demand generation / dispatch and payments

Revenue share

57%

Side-by-side metrics

YASKAWA Electric Corporation
Uber Technologies, Inc.
Ticker / Exchange
6506 - Tokyo Stock Exchange
UBER - New York Stock Exchange
Market cap (USD)
$1.3T
$167.8B
Gross margin (TTM)
35.6%
39.8%
Operating margin (TTM)
9.2%
9.2%
Net margin (TTM)
10.7%
33.5%
Sector
Industrials
Industrials
Industry
Electrical Equipment & Parts
Software - Application
HQ country
JP
US
Primary segment
Motion Control
Mobility
Market structure
Oligopoly
Oligopoly
Market share
16% (reported)
74%-78% (reported)
HHI estimate
n/a
6,352
Pricing power
Moderate
Moderate
Moat score
62 / 100
66 / 100
Moat domains
Demand, Supply, Network
Network, Demand
Last update
2025-12-29
2026-01-05

Moat coverage

Shared moat types

Brand Trust

YASKAWA Electric Corporation strengths

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

Uber Technologies, Inc. strengths

Two Sided NetworkData Network EffectsSuite 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%

Uber Technologies, Inc. segments

Full profile >

Mobility

Oligopoly

57%

Delivery

Oligopoly

31.3%

Freight

Competitive

11.7%

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

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.