VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, December 31, 2025
Stock Comparison
Applied Materials, Inc. vs Rockwell Automation, Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Applied Materials, Inc.
AMAT · The Nasdaq Stock Market LLC
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Applied Materials, Inc.'s moat claims, evidence, and risks.
View AMAT analysisRockwell Automation, Inc.
ROK · New York 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 Rockwell Automation, Inc.'s moat claims, evidence, and risks.
View ROK analysisComparison highlights
- Moat score gap: Applied Materials, Inc. leads (76 / 100 vs 65 / 100 for Rockwell Automation, Inc.).
- Segment focus: Applied Materials, Inc. has 2 segments (73.3% in Semiconductor Systems); Rockwell Automation, Inc. has 3 segments (45% in Intelligent Devices).
- Moat breadth: Applied Materials, Inc. has 7 moat types across 3 domains; Rockwell Automation, Inc. has 8 across 3.
Primary market context
Applied Materials, Inc.
Semiconductor Systems
Wafer fabrication equipment (WFE) and adjacent front-end process equipment (deposition, etch, CMP, metrology/inspection) plus advanced packaging tools
Global
Semiconductor manufacturers (foundry, logic, memory) and advanced packaging providers
OEM equipment supplier
73.3%
Rockwell Automation, Inc.
Intelligent Devices
Industrial automation hardware (drives, motion, safety/sensing, industrial components, micro PLCs & distributed I/O)
Global
Industrial OEMs/machine builders and end-user manufacturers (often via distributors)
Automation equipment supplier (hardware OEM)
45%
Side-by-side metrics
Moat coverage
Shared moat types
Applied Materials, Inc. strengths
Rockwell Automation, Inc. strengths
Segment mix
Applied Materials, Inc. segments
Full profile >Semiconductor Systems
Oligopoly
Applied Global Services (AGS)
Competitive
Rockwell Automation, Inc. segments
Full profile >Intelligent Devices
Oligopoly
Software & Control
Oligopoly
Lifecycle Services
Competitive
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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.