VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Murata Manufacturing Co., Ltd. vs Salesforce, 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

Salesforce, Inc.

CRM · New York Stock Exchange

Market cap (USD)$243.5B
SectorTechnology
CountryUS
Data as of2025-12-22
Moat score
70/ 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 Salesforce, Inc.'s moat claims, evidence, and risks.

View CRM analysis

Comparison highlights

  • Moat score gap: Murata Manufacturing Co., Ltd. leads (75 / 100 vs 70 / 100 for Salesforce, Inc.).
  • Segment focus: Murata Manufacturing Co., Ltd. has 6 segments (47.7% in Capacitors (primarily MLCC)); Salesforce, Inc. has 3 segments (78.9% in CRM Applications Suite (Sales, Service, Platform, Marketing & Commerce)).
  • Moat breadth: Murata Manufacturing Co., Ltd. has 8 moat types across 4 domains; Salesforce, Inc. has 6 across 2.

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%

Salesforce, Inc.

CRM Applications Suite (Sales, Service, Platform, Marketing & Commerce)

Market

CRM applications (sales, customer service, marketing, digital commerce) delivered as SaaS

Geography

Global

Customer

Business (SMB to enterprise)

Role

SaaS application & platform vendor

Revenue share

78.9%

Side-by-side metrics

Murata Manufacturing Co., Ltd.
Salesforce, Inc.
Ticker / Exchange
6981 - Tokyo Stock Exchange
CRM - New York Stock Exchange
Market cap (USD)
$37.4B
$243.5B
Sector
Technology
Technology
HQ country
JP
US
Primary segment
Capacitors (primarily MLCC)
CRM Applications Suite (Sales, Service, Platform, Marketing & Commerce)
Market structure
Oligopoly
Oligopoly
Market share
38%-42% (reported)
20.7% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
75 / 100
70 / 100
Moat domains
Supply, Demand, Financial, Legal
Demand, Network
Last update
2025-12-30
2025-12-22

Moat coverage

Shared moat types

No overlap yet.

Murata Manufacturing Co., Ltd. strengths

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

Salesforce, Inc. strengths

Data Workflow LockinSuite BundlingEcosystem ComplementsLong Term ContractsInteroperability HubTraining Org Change Costs

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%

Salesforce, Inc. segments

Full profile >

CRM Applications Suite (Sales, Service, Platform, Marketing & Commerce)

Oligopoly

78.9%

Integration & Analytics (MuleSoft, Tableau, related subscriptions)

Competitive

15.2%

Professional Services & Other

Competitive

5.8%

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.