VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Murata Manufacturing Co., Ltd. vs Apple Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Murata Manufacturing Co., Ltd.

6981 · Tokyo Stock Exchange

Market cap (USD)$37.4B
SectorTechnology
CountryJP
Data as of2025-12-30
Moat score
75/ 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 Murata Manufacturing Co., Ltd.'s moat claims, evidence, and risks.

View 6981 analysis

Apple Inc.

AAPL · NASDAQ

Market cap (USD)$3T
SectorTechnology
CountryUS
Data as of2025-12-20
Moat score
87/ 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 Apple Inc.'s moat claims, evidence, and risks.

View AAPL analysis

Comparison highlights

  • Moat score gap: Apple Inc. leads (87 / 100 vs 75 / 100 for Murata Manufacturing Co., Ltd.).
  • Segment focus: Murata Manufacturing Co., Ltd. has 6 segments (47.7% in Capacitors (primarily MLCC)); Apple Inc. has 5 segments (50.4% in iPhone).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Murata Manufacturing Co., Ltd. has 8 moat types across 4 domains; Apple Inc. has 7 across 3.

Primary market context

Murata Manufacturing Co., Ltd.

Capacitors (primarily MLCC)

Market

Multilayer ceramic capacitors (MLCC) and related capacitors

Geography

Global

Customer

Electronics OEMs and tier-1 suppliers (smartphone, PC/server, automotive, industrial)

Role

Component manufacturer / supplier

Revenue share

47.7%

Apple Inc.

iPhone

Market

Smartphones (with focus on premium smartphones and iOS ecosystem devices)

Geography

Global

Customer

Consumers and enterprises (end-users), plus carrier/retail channels

Role

OEM / platform owner

Revenue share

50.4%

Side-by-side metrics

Murata Manufacturing Co., Ltd.
Apple Inc.
Ticker / Exchange
6981 - Tokyo Stock Exchange
AAPL - NASDAQ
Market cap (USD)
$37.4B
$3T
Sector
Technology
Technology
HQ country
JP
US
Primary segment
Capacitors (primarily MLCC)
iPhone
Market structure
Oligopoly
Oligopoly
Market share
38%-42% (reported)
14%-17% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
75 / 100
87 / 100
Moat domains
Supply, Demand, Financial, Legal
Demand, Network, Supply
Last update
2025-12-30
2025-12-20

Moat coverage

Shared moat types

Brand Trust

Murata Manufacturing Co., Ltd. strengths

Capex Knowhow ScaleLearning Curve YieldDesign In QualificationBenchmark Pricing PowerIP Choke PointCompliance AdvantageResidual segment

Apple Inc. strengths

Ecosystem ComplementsScale Economies Unit CostSwitching Costs GeneralDefault OS GatewayTwo Sided NetworkInstalled Base Consumables

Segment mix

Murata Manufacturing Co., Ltd. segments

Full profile >

Capacitors (primarily MLCC)

Oligopoly

47.7%

Inductors and EMI Filters

Oligopoly

11.5%

High-Frequency Devices and Communications Modules

Oligopoly

25.4%

Batteries and Power Supply

Competitive

8.9%

Functional Devices (including sensors)

Competitive

5.6%

Other

Competitive

0.9%

Apple Inc. segments

Full profile >

iPhone

Oligopoly

50.4%

Mac

Oligopoly

8.1%

iPad

Oligopoly

6.7%

Wearables, Home and Accessories

Competitive

8.6%

Services

Quasi-Monopoly

26.2%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.