VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

FANUC CORPORATION vs Global Payments 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)$6T
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

Global Payments Inc.

GPN · New York Stock Exchange

Market cap (USD)$18.8B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorFinancials
Industry
CountryUS
Data as of2026-01-10
Moat score
62/ 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 Global Payments Inc.'s moat claims, evidence, and risks.

View GPN analysis

Comparison highlights

  • Moat score gap: FANUC CORPORATION leads (76 / 100 vs 62 / 100 for Global Payments Inc.).
  • Segment focus: FANUC CORPORATION has 4 segments (41.3% in Industrial Robots (ROBOT) - robot systems and controllers); Global Payments Inc. has 2 segments (76.1% in Merchant Solutions).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: FANUC CORPORATION has 6 moat types across 3 domains; Global Payments Inc. 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%

Global Payments Inc.

Merchant Solutions

Market

Merchant acquiring and integrated payments (card-present and e-commerce)

Geography

Global

Customer

Merchants (SMB to enterprise) and software platforms

Role

Acquirer and payment processor

Revenue share

76.1%

Side-by-side metrics

FANUC CORPORATION
Global Payments Inc.
Ticker / Exchange
6954 - Tokyo Stock Exchange
GPN - New York Stock Exchange
Market cap (USD)
$6T
$18.8B
Gross margin (TTM)
37.5%
n/a
Operating margin (TTM)
20.7%
n/a
Net margin (TTM)
19.3%
n/a
Sector
Industrials
Financials
Industry
Industrial - Machinery
n/a
HQ country
JP
US
Primary segment
Industrial Robots (ROBOT) - robot systems and controllers
Merchant Solutions
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
62 / 100
Moat domains
Network, Supply, Demand
Network, Demand, Supply, Legal
Last update
2025-12-28
2026-01-10

Moat coverage

Shared moat types

Ecosystem Complements

FANUC CORPORATION strengths

De Facto StandardService Field NetworkCapacity MoatBrand TrustInstalled Base Consumables

Global Payments Inc. strengths

Data Workflow LockinScale Economies Unit CostLong Term ContractsSwitching Costs GeneralCompliance Advantage

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%

Global Payments Inc. segments

Full profile >

Merchant Solutions

Competitive

76.1%

Issuer Solutions

Oligopoly

24.6%

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.