VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

FANUC CORPORATION vs Allegion Public Limited Company

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)$36.6B
Gross margin (TTM)37.9%
Operating margin (TTM)21.1%
Net margin (TTM)19.4%
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

Allegion Public Limited Company

ALLE · New York Stock Exchange

Market cap (USD)$12.7B
Gross margin (TTM)45.2%
Operating margin (TTM)21.1%
Net margin (TTM)15.8%
SectorIndustrials
IndustrySecurity & Protection Services
CountryIE
Data as of2025-12-26
Moat score
64/ 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 Allegion Public Limited Company's moat claims, evidence, and risks.

View ALLE analysis

Comparison highlights

  • Moat score gap: FANUC CORPORATION leads (76 / 100 vs 64 / 100 for Allegion Public Limited Company).
  • Segment focus: FANUC CORPORATION has 4 segments (41.3% in Industrial Robots (ROBOT) - robot systems and controllers); Allegion Public Limited Company has 2 segments (79.9% in Allegion Americas).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: FANUC CORPORATION has 6 moat types across 3 domains; Allegion Public Limited Company has 6 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%

Allegion Public Limited Company

Allegion Americas

Market

Security products, access solutions, and related services (mechanical + electronic) in North America

Geography

North America

Customer

Commercial, institutional, and residential facilities; channel partners (distributors, installers, retailers)

Role

Manufacturer/brand owner; sells via distribution/retail; provides services and some SaaS

Revenue share

79.9%

Side-by-side metrics

FANUC CORPORATION
Allegion Public Limited Company
Ticker / Exchange
6954 - Tokyo Stock Exchange
ALLE - New York Stock Exchange
Market cap (USD)
$36.6B
$12.7B
Gross margin (TTM)
37.9%
45.2%
Operating margin (TTM)
21.1%
21.1%
Net margin (TTM)
19.4%
15.8%
Sector
Industrials
Industrials
Industry
Industrial - Machinery
Security & Protection Services
HQ country
JP
IE
Primary segment
Industrial Robots (ROBOT) - robot systems and controllers
Allegion Americas
Market structure
Oligopoly
Competitive
Market share
12%-15% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
76 / 100
64 / 100
Moat domains
Network, Supply, Demand
Demand, Supply, Legal
Last update
2025-12-28
2025-12-26

Moat coverage

Shared moat types

Service Field NetworkBrand Trust

FANUC CORPORATION strengths

De Facto StandardCapacity MoatEcosystem ComplementsInstalled Base Consumables

Allegion Public Limited Company strengths

Design In QualificationDistribution ControlCompliance AdvantageData 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%

Allegion Public Limited Company segments

Full profile >

Allegion Americas

Competitive

79.9%

Allegion International

Competitive

20.1%

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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.