VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Murata Manufacturing Co., Ltd. vs Chubb Limited

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)$6.2T
Gross margin (TTM)41.4%
Operating margin (TTM)16.8%
Net margin (TTM)13.4%
SectorTechnology
IndustryHardware, Equipment & Parts
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

Chubb Limited

CB · New York Stock Exchange

Market cap (USD)$126.1B
Gross margin (TTM)28.5%
Operating margin (TTM)21.1%
Net margin (TTM)16.5%
SectorFinancials
IndustryInsurance - Property & Casualty
CountryCH
Data as of2026-01-04
Moat score
68/ 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 Chubb Limited's moat claims, evidence, and risks.

View CB analysis

Comparison highlights

  • Moat score gap: Murata Manufacturing Co., Ltd. leads (75 / 100 vs 68 / 100 for Chubb Limited).
  • Segment focus: Murata Manufacturing Co., Ltd. has 6 segments (47.7% in Capacitors (primarily MLCC)); Chubb Limited has 6 segments (40% in North America Commercial P&C Insurance).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Murata Manufacturing Co., Ltd. has 8 moat types across 4 domains; Chubb Limited has 6 across 4.

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%

Chubb Limited

North America Commercial P&C Insurance

Market

Commercial property & casualty and corporate accident & health insurance

Geography

North America

Customer

Businesses and institutions (middle market to large corporates); specialty commercial

Role

Primary insurer / underwriter

Revenue share

40%

Side-by-side metrics

Murata Manufacturing Co., Ltd.
Chubb Limited
Ticker / Exchange
6981 - Tokyo Stock Exchange
CB - New York Stock Exchange
Market cap (USD)
$6.2T
$126.1B
Gross margin (TTM)
41.4%
28.5%
Operating margin (TTM)
16.8%
21.1%
Net margin (TTM)
13.4%
16.5%
Sector
Technology
Financials
Industry
Hardware, Equipment & Parts
Insurance - Property & Casualty
HQ country
JP
CH
Primary segment
Capacitors (primarily MLCC)
North America Commercial P&C Insurance
Market structure
Oligopoly
Competitive
Market share
38%-42% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
75 / 100
68 / 100
Moat domains
Supply, Demand, Financial, Legal
Supply, Demand, Legal, Financial
Last update
2025-12-30
2026-01-04

Moat coverage

Shared moat types

Brand TrustCompliance Advantage

Murata Manufacturing Co., Ltd. strengths

Capex Knowhow ScaleLearning Curve YieldDesign In QualificationBenchmark Pricing PowerIP Choke PointResidual segment

Chubb Limited strengths

Distribution ControlOperational ExcellenceCost Of Capital AdvantageInstalled 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%

Chubb Limited segments

Full profile >

North America Commercial P&C Insurance

Competitive

40%

North America Personal P&C Insurance

Oligopoly

12%

North America Agricultural Insurance

Oligopoly

5%

Overseas General Insurance

Competitive

27%

Global Reinsurance

Oligopoly

3%

Life Insurance

Competitive

13%

Want the full wide moat stocks list?

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

View the moat stocks list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.