VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Monday, December 29, 2025

Stock Comparison

FANUC CORPORATION vs Adyen N.V.

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

Adyen N.V.

ADYEN · Euronext Amsterdam

Market cap (USD)
SectorFinancials
CountryNL
Data as of2025-12-28
Moat score
63/ 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 Adyen N.V.'s moat claims, evidence, and risks.

View ADYEN analysis

Comparison highlights

  • Moat score gap: FANUC CORPORATION leads (76 / 100 vs 63 / 100 for Adyen N.V.).
  • Segment focus: FANUC CORPORATION has 4 segments (41.3% in Industrial Robots (ROBOT) - robot systems and controllers); Adyen N.V. has 3 segments (58.4% in Digital).
  • Moat breadth: FANUC CORPORATION has 6 moat types across 3 domains; Adyen N.V. has 6 across 4.

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%

Adyen N.V.

Digital

Market

Enterprise payment processing and acquiring for online/digital commerce

Geography

Global

Customer

Enterprise merchants and digital-native businesses

Role

PSP / gateway + processor + (direct or indirect) acquiring enablement

Revenue share

58.4%

Side-by-side metrics

FANUC CORPORATION
Adyen N.V.
Ticker / Exchange
6954 - Tokyo Stock Exchange
ADYEN - Euronext Amsterdam
Market cap (USD)
$35.8B
n/a
Sector
Industrials
Financials
HQ country
JP
NL
Primary segment
Industrial Robots (ROBOT) - robot systems and controllers
Digital
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
63 / 100
Moat domains
Network, Supply, Demand
Network, Demand, Legal, Supply
Last update
2025-12-28
2025-12-28

Moat coverage

Shared moat types

No overlap yet.

FANUC CORPORATION strengths

De Facto StandardService Field NetworkCapacity MoatEcosystem ComplementsBrand TrustInstalled Base Consumables

Adyen N.V. strengths

Data Network EffectsData Workflow LockinCompliance AdvantageSuite BundlingOperational ExcellenceSwitching Costs General

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%

Adyen N.V. segments

Full profile >

Digital

Oligopoly

58.4%

Unified Commerce

Competitive

30.6%

Platforms

Oligopoly

11%

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.