VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Thursday, January 1, 2026
Stock Comparison
Nintendo Co., Ltd. vs Tokyo Electron Limited
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Nintendo Co., Ltd.
7974.JP · Tokyo Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Nintendo Co., Ltd.'s moat claims, evidence, and risks.
View 7974.JP analysisTokyo Electron Limited
8035 · Tokyo Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Tokyo Electron Limited's moat claims, evidence, and risks.
View 8035 analysisComparison highlights
- Moat score gap: Tokyo Electron Limited leads (86 / 100 vs 76 / 100 for Nintendo Co., Ltd.).
- Segment focus: Nintendo Co., Ltd. has 3 segments (90.2% in Nintendo Switch platform ecosystem); Tokyo Electron Limited has 3 segments.
- Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Moderate vs Strong.
- Moat breadth: Nintendo Co., Ltd. has 5 moat types across 3 domains; Tokyo Electron Limited has 5 across 2.
Primary market context
Nintendo Co., Ltd.
Nintendo Switch platform ecosystem
Dedicated console gaming platform ecosystem (hardware + software + digital storefront + online services)
Global
Consumers
Platform owner / first-party publisher
90.2%
Tokyo Electron Limited
Coater/Developer (Lithography Track) Systems
Coater/developer track systems for semiconductor lithography
Global
Semiconductor fabs
Equipment OEM (process tool)
Side-by-side metrics
Moat coverage
Shared moat types
No overlap yet.
Nintendo Co., Ltd. strengths
Tokyo Electron Limited strengths
Segment mix
Nintendo Co., Ltd. segments
Full profile >Nintendo Switch platform ecosystem
Oligopoly
Mobile and IP-related income
Competitive
Other products and legacy platforms
Competitive
Tokyo Electron Limited segments
Full profile >Coater/Developer (Lithography Track) Systems
Quasi-Monopoly
Wafer Fab Process Tools (Etch/Cleaning/Deposition/Thermal/Bonding/Probing)
Oligopoly
Field Solutions (Spare Parts, Repairs, Upgrades, On-site Service, Used Tools)
Quasi-Monopoly
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View the moat stocks listCuration & 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.