Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Signup now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/qiJ7pMTV1Bs.
ABB vs FANUC vs Yaskawa - which industrial robotics stock is best? We review each of these robot leaders to determine which meets our criteria which is to find the most pure-play exposure. ABB stock provides the least exposure to industrial robotics as a percentage of total revenues. They're focused on vehicle electrification, which has its own unique appeal. Both FANUC and Yaskawa offer about 40% robotics exposure in addition to other areas such as motion control and CNC manufacturing machinery. Both of these Japanese stocks are growing robotics revenues at a CAGR of 7-8% over the past 10 quarters or so. Valuations aren't overly rich, but that's because both stocks represent value more than growth. So, which is the better stock - ABB stock, FANUC stock, or Yaskawa stock? You better watch the video and find out.

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