VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, December 31, 2025
Stock Comparison
BE Semiconductor Industries N.V. vs Rockwell Automation, Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
BE Semiconductor Industries N.V.
BESI · Euronext Amsterdam
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into BE Semiconductor Industries N.V.'s moat claims, evidence, and risks.
View BESI 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: BE Semiconductor Industries N.V. leads (75 / 100 vs 65 / 100 for Rockwell Automation, Inc.).
- Segment focus: BE Semiconductor Industries N.V. has 2 segments (81% in Die Attach (incl. advanced die placement & hybrid bonding)); Rockwell Automation, Inc. has 3 segments (45% in Intelligent Devices).
- Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
- Moat breadth: BE Semiconductor Industries N.V. has 5 moat types across 2 domains; Rockwell Automation, Inc. has 8 across 3.
Primary market context
BE Semiconductor Industries N.V.
Die Attach (incl. advanced die placement & hybrid bonding)
Semiconductor assembly equipment - die attach & advanced die placement/hybrid bonding systems
Global
Semiconductor IDMs, foundries, and OSATs
Capital equipment OEM (back-end/advanced packaging)
81%
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
BE Semiconductor Industries N.V. strengths
Rockwell Automation, Inc. strengths
Segment mix
BE Semiconductor Industries N.V. segments
Full profile >Die Attach (incl. advanced die placement & hybrid bonding)
Oligopoly
Packaging & Plating
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.