VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

FANUC CORPORATION vs Nintendo Co., Ltd.

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

FANUC CORPORATION

6954 · Tokyo Stock Exchange

Market cap (USD)$35.8B
SectorIndustrials
CountryJP
Data as of2025-12-28
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 FANUC CORPORATION's moat claims, evidence, and risks.

View 6954 analysis

Nintendo Co., Ltd.

7974.JP · Tokyo Stock Exchange

Market cap (USD)
SectorCommunication Services
CountryJP
Data as of2026-01-01
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 Nintendo Co., Ltd.'s moat claims, evidence, and risks.

View 7974.JP analysis

Comparison highlights

  • Moat score: both at 76 / 100.
  • Segment focus: FANUC CORPORATION has 4 segments (41.3% in Industrial Robots (ROBOT) - robot systems and controllers); Nintendo Co., Ltd. has 3 segments (90.2% in Nintendo Switch platform ecosystem).
  • Moat breadth: FANUC CORPORATION has 6 moat types across 3 domains; Nintendo Co., Ltd. has 5 across 3.

Primary market context

FANUC CORPORATION

Industrial Robots (ROBOT) - robot systems and controllers

Market

Industrial robot systems for welding, handling, assembly, painting, machine tending, etc.

Geography

Global

Customer

Manufacturers (automotive, electronics, general industry)

Role

Robot OEM (hardware + controllers)

Revenue share

41.3%

Nintendo Co., Ltd.

Nintendo Switch platform ecosystem

Market

Dedicated console gaming platform ecosystem (hardware + software + digital storefront + online services)

Geography

Global

Customer

Consumers

Role

Platform owner / first-party publisher

Revenue share

90.2%

Side-by-side metrics

FANUC CORPORATION
Nintendo Co., Ltd.
Ticker / Exchange
6954 - Tokyo Stock Exchange
7974.JP - Tokyo Stock Exchange
Market cap (USD)
$35.8B
n/a
Sector
Industrials
Communication Services
HQ country
JP
JP
Primary segment
Industrial Robots (ROBOT) - robot systems and controllers
Nintendo Switch platform ecosystem
Market structure
Oligopoly
Oligopoly
Market share
12%-15% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
76 / 100
76 / 100
Moat domains
Network, Supply, Demand
Network, Demand, Legal
Last update
2025-12-28
2026-01-01

Moat coverage

Shared moat types

Ecosystem ComplementsBrand Trust

FANUC CORPORATION strengths

De Facto StandardService Field NetworkCapacity MoatInstalled Base Consumables

Nintendo Co., Ltd. strengths

Switching Costs GeneralIP Choke PointContent Rights Currency

Segment mix

FANUC CORPORATION segments

Full profile >

Factory Automation (FA) - CNC, servos, lasers

Oligopoly

24.4%

Industrial Robots (ROBOT) - robot systems and controllers

Oligopoly

41.3%

ROBOMACHINE - ROBODRILL, ROBOSHOT, ROBOCUT

Competitive

17.3%

Service - parts, maintenance, and customer support

Quasi-Monopoly

17%

Nintendo Co., Ltd. segments

Full profile >

Nintendo Switch platform ecosystem

Oligopoly

90.2%

Mobile and IP-related income

Competitive

5.8%

Other products and legacy platforms

Competitive

4%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

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.