VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

FANUC CORPORATION vs Analog Devices, Inc.

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)$5.7T
Gross margin (TTM)37.5%
Operating margin (TTM)20.7%
Net margin (TTM)19.3%
SectorIndustrials
IndustryIndustrial - Machinery
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

Analog Devices, Inc.

ADI · Nasdaq Global Select Market

Market cap (USD)$133B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryUS
Data as of2026-01-02
Moat score
59/ 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 Analog Devices, Inc.'s moat claims, evidence, and risks.

View ADI analysis

Comparison highlights

  • Moat score gap: FANUC CORPORATION leads (76 / 100 vs 59 / 100 for Analog Devices, Inc.).
  • Segment focus: FANUC CORPORATION has 4 segments (41.3% in Industrial Robots (ROBOT) - robot systems and controllers); Analog Devices, Inc. has 4 segments (44.7% in Industrial).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: FANUC CORPORATION has 6 moat types across 3 domains; Analog Devices, Inc. has 5 across 2.

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%

Analog Devices, Inc.

Industrial

Market

Industrial analog, mixed-signal, RF and power management semiconductors

Geography

Global

Customer

B2B (OEMs/ODMs, industrial equipment, test & measurement, aerospace/defense)

Role

Semiconductor IC supplier

Revenue share

44.7%

Side-by-side metrics

FANUC CORPORATION
Analog Devices, Inc.
Ticker / Exchange
6954 - Tokyo Stock Exchange
ADI - Nasdaq Global Select Market
Market cap (USD)
$5.7T
$133B
Gross margin (TTM)
37.5%
n/a
Operating margin (TTM)
20.7%
n/a
Net margin (TTM)
19.3%
n/a
Sector
Industrials
Technology
Industry
Industrial - Machinery
n/a
HQ country
JP
US
Primary segment
Industrial Robots (ROBOT) - robot systems and controllers
Industrial
Market structure
Oligopoly
Oligopoly
Market share
12%-15% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
76 / 100
59 / 100
Moat domains
Network, Supply, Demand
Demand, Supply
Last update
2025-12-28
2026-01-02

Moat coverage

Shared moat types

Brand Trust

FANUC CORPORATION strengths

De Facto StandardService Field NetworkCapacity MoatEcosystem ComplementsInstalled Base Consumables

Analog Devices, Inc. strengths

Design In QualificationScope EconomiesCapex Knowhow ScaleData Workflow Lockin

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%

Analog Devices, Inc. segments

Full profile >

Industrial

Oligopoly

44.7%

Automotive

Oligopoly

29.8%

Communications

Oligopoly

12.5%

Consumer

Competitive

13%

Want the full wide moat stocks list?

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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.