WIDE MOAT STOCKS COMPARISON

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Stock Comparison

FANUC CORPORATION vs Rockwell Automation, Inc.

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

FANUC CORPORATION

6954 · Tokyo Stock Exchange

Market cap (USD)$35.5B
Gross margin (TTM)38.4%
Operating margin (TTM)21.8%
Net margin (TTM)20.1%
SectorIndustrials
IndustryMachinery
CountryJP
Data as of2026-08-23
71/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into FANUC CORPORATION's moat claims, evidence, and risks.

View 6954 analysis

Rockwell Automation, Inc.

ROK · New York Stock Exchange

Market cap (USD)$50.1B
Gross margin (TTM)49.1%
Operating margin (TTM)17.3%
Net margin (TTM)13.4%
SectorIndustrials
IndustryMachinery
CountryUS
Data as of2026-08-23
51/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into Rockwell Automation, Inc.'s moat claims, evidence, and risks.

View ROK analysis

Comparison highlights

  • Moat score gap: FANUC CORPORATION leads (71 / 100 vs 51 / 100 for Rockwell Automation, Inc.).
  • Segment focus: FANUC CORPORATION has 4 segments (44.1% in Industrial Robots (ROBOT) - robot systems and controllers); Rockwell Automation, Inc. has 3 segments (45% in Intelligent Devices).
  • Moat breadth: FANUC CORPORATION has 4 moat types across 3 domains; Rockwell Automation, Inc. has 4 across 2.

Primary market context

FANUC CORPORATION

Industrial Robots (ROBOT) - robot systems and controllers

Market

Industrial robot systems for welding, handling, assembly, painting, machine tending, etc.

Geography

Global

Customer

Manufacturers (automotive, electronics, general industry)

Role

Robot OEM (hardware + controllers)

Revenue share

44.1%

Rockwell Automation, Inc.

Intelligent Devices

Market

Industrial automation hardware (drives, motion, safety/sensing, industrial components, micro PLCs & distributed I/O)

Geography

Global

Customer

Industrial OEMs/machine builders and end-user manufacturers (often via distributors)

Role

Automation equipment supplier (hardware OEM)

Revenue share

45%

Side-by-side metrics

FANUC CORPORATION
Rockwell Automation, Inc.
Ticker / Exchange
6954 - Tokyo Stock Exchange
ROK - New York Stock Exchange
Market cap (USD)
$35.5B
$50.1B
Gross margin (TTM)
38.4%
49.1%
Operating margin (TTM)
21.8%
17.3%
Net margin (TTM)
20.1%
13.4%
Sector
Industrials
Industrials
Industry
Machinery
Machinery
HQ country
JP
US
Primary segment
Industrial Robots (ROBOT) - robot systems and controllers
Intelligent Devices
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
71 / 100
51 / 100
Moat domains
Network, Supply, Demand
Demand, Network
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

No overlap yet.

FANUC CORPORATION strengths

De Facto StandardService Field NetworkCapacity MoatInstalled Base Consumables

Rockwell Automation, Inc. strengths

Switching Costs GeneralEcosystem ComplementsSuite BundlingData Workflow Lockin

Segment mix

FANUC CORPORATION segments

Full profile >

Factory Automation (FA) - CNC, servos, lasers

Oligopoly

24.3%

Industrial Robots (ROBOT) - robot systems and controllers

Oligopoly

44.1%

ROBOMACHINE - ROBODRILL, ROBOSHOT, ROBOCUT

Competitive

15.1%

Service - parts, maintenance, and customer support

Competitive

16.5%

Rockwell Automation, Inc. segments

Full profile >

Intelligent Devices

Oligopoly

45%

Software & Control

Oligopoly

28.6%

Lifecycle Services

Competitive

26.4%

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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.