VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

FANUC CORPORATION vs Autodesk, 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)$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

Autodesk, Inc.

ADSK · NASDAQ

Market cap (USD)$63.7B
SectorTechnology
CountryUS
Data as of2025-12-29
Moat score
69/ 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 Autodesk, Inc.'s moat claims, evidence, and risks.

View ADSK analysis

Comparison highlights

  • Moat score gap: FANUC CORPORATION leads (76 / 100 vs 69 / 100 for Autodesk, Inc.).
  • Segment focus: FANUC CORPORATION has 4 segments (41.3% in Industrial Robots (ROBOT) - robot systems and controllers); Autodesk, Inc. has 5 segments (47.9% in Architecture, Engineering, Construction and Operations (AECO)).
  • Moat breadth: FANUC CORPORATION has 6 moat types across 3 domains; Autodesk, Inc. has 7 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%

Autodesk, Inc.

Architecture, Engineering, Construction and Operations (AECO)

Market

Architecture, engineering, construction & operations (AECO) software (BIM, civil design, construction management)

Geography

Global

Customer

B2B / professional

Role

Software vendor (design + construction workflow platform)

Revenue share

47.9%

Side-by-side metrics

FANUC CORPORATION
Autodesk, Inc.
Ticker / Exchange
6954 - Tokyo Stock Exchange
ADSK - NASDAQ
Market cap (USD)
$35.8B
$63.7B
Sector
Industrials
Technology
HQ country
JP
US
Primary segment
Industrial Robots (ROBOT) - robot systems and controllers
Architecture, Engineering, Construction and Operations (AECO)
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
69 / 100
Moat domains
Network, Supply, Demand
Demand, Network
Last update
2025-12-28
2025-12-29

Moat coverage

Shared moat types

Ecosystem ComplementsBrand Trust

FANUC CORPORATION strengths

De Facto StandardService Field NetworkCapacity MoatInstalled Base Consumables

Autodesk, Inc. strengths

Data Workflow LockinSuite BundlingTwo Sided NetworkFormat Lock InProcurement Inertia

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%

Autodesk, Inc. segments

Full profile >

Architecture, Engineering, Construction and Operations (AECO)

Oligopoly

47.9%

AutoCAD and AutoCAD LT

Quasi-Monopoly

25.6%

Manufacturing (MFG)

Oligopoly

19.4%

Media and Entertainment (M&E)

Competitive

5.1%

Other (Consulting and other products/services)

Competitive

1.9%

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.