VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Keyence Corporation vs Fair Isaac Corporation

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Keyence Corporation

6861.T · Tokyo Stock Exchange

Market cap (USD)$87.6B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryJP
Data as of2026-01-02
Moat score
73/ 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 Keyence Corporation's moat claims, evidence, and risks.

View 6861.T analysis

Fair Isaac Corporation

FICO · New York Stock Exchange

Market cap (USD)$39.6B
Gross margin (TTM)82.2%
Operating margin (TTM)46.5%
Net margin (TTM)32.8%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2025-12-31
Moat score
82/ 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 Fair Isaac Corporation's moat claims, evidence, and risks.

View FICO analysis

Comparison highlights

  • Moat score gap: Fair Isaac Corporation leads (82 / 100 vs 73 / 100 for Keyence Corporation).
  • Segment focus: Keyence Corporation has 3 segments; Fair Isaac Corporation has 2 segments (58.7% in Scores).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Strong vs Strong.
  • Moat breadth: Keyence Corporation has 7 moat types across 2 domains; Fair Isaac Corporation has 5 across 2.

Primary market context

Keyence Corporation

Sensors & Safety/Static Control

Market

Industrial sensors and safety/static control for factory automation

Geography

Global

Customer

Manufacturers (production/automation teams) and machine builders

Role

Component OEM and application-solution provider

Fair Isaac Corporation

Scores

Market

Consumer credit scoring and related predictive scores used in lending decisions

Geography

Primarily United States; also international

Customer

Lenders (mortgage, credit card, auto, etc.), consumer reporting agencies, and consumers (B2C)

Role

Score model developer/licensor; distribution via consumer reporting agencies and direct-to-consumer channels

Revenue share

58.7%

Side-by-side metrics

Keyence Corporation
Fair Isaac Corporation
Ticker / Exchange
6861.T - Tokyo Stock Exchange
FICO - New York Stock Exchange
Market cap (USD)
$87.6B
$39.6B
Gross margin (TTM)
n/a
82.2%
Operating margin (TTM)
n/a
46.5%
Net margin (TTM)
n/a
32.8%
Sector
Technology
Technology
Industry
n/a
Software - Application
HQ country
JP
US
Primary segment
Sensors & Safety/Static Control
Scores
Market structure
Oligopoly
Quasi-Monopoly
Market share
n/a
90% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
73 / 100
82 / 100
Moat domains
Supply, Demand
Network, Demand
Last update
2026-01-02
2025-12-31

Moat coverage

Shared moat types

Brand Trust

Keyence Corporation strengths

Service Field NetworkDesign In QualificationLearning Curve YieldOperational ExcellenceDistribution ControlScope Economies

Fair Isaac Corporation strengths

De Facto StandardFormat Lock InData Workflow LockinSwitching Costs General

Segment mix

Keyence Corporation segments

Full profile >

Sensors & Safety/Static Control

Oligopoly

n/a

Machine Vision, Code Reading & Laser Marking

Oligopoly

n/a

Metrology & Microscopes

Oligopoly

n/a

Fair Isaac Corporation segments

Full profile >

Scores

Quasi-Monopoly

58.7%

Software

Competitive

41.3%

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.