VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Crown Castle Inc. vs Rockwell Automation, Inc.

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

Crown Castle Inc.

CCI · New York Stock Exchange

Market cap (USD)$38.7B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorReal Estate
Industry
CountryUS
Data as of2026-01-02
Moat score
84/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Crown Castle Inc.'s moat claims, evidence, and risks.

View CCI analysis

Rockwell Automation, Inc.

ROK · New York Stock Exchange

Market cap (USD)$44.5B
Gross margin (TTM)48%
Operating margin (TTM)18.4%
Net margin (TTM)10.4%
SectorIndustrials
IndustryIndustrial - Machinery
CountryUS
Data as of2025-12-31
Moat score
65/ 100

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 analysis

Comparison highlights

  • Moat score gap: Crown Castle Inc. leads (84 / 100 vs 65 / 100 for Rockwell Automation, Inc.).
  • Segment focus: Crown Castle Inc. has 2 segments (67% in Towers); Rockwell Automation, Inc. has 3 segments (45% in Intelligent Devices).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Crown Castle Inc. has 3 moat types across 3 domains; Rockwell Automation, Inc. has 8 across 3.

Primary market context

Crown Castle Inc.

Towers

Market

U.S. macrocell tower leasing (wireless site rental)

Geography

United States

Customer

Mobile network operators

Role

Infrastructure owner/lessor

Revenue share

67%

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

Crown Castle Inc.
Rockwell Automation, Inc.
Ticker / Exchange
CCI - New York Stock Exchange
ROK - New York Stock Exchange
Market cap (USD)
$38.7B
$44.5B
Gross margin (TTM)
n/a
48%
Operating margin (TTM)
n/a
18.4%
Net margin (TTM)
n/a
10.4%
Sector
Real Estate
Industrials
Industry
n/a
Industrial - Machinery
HQ country
US
US
Primary segment
Towers
Intelligent Devices
Market structure
Oligopoly
Oligopoly
Market share
16%-26% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
84 / 100
65 / 100
Moat domains
Supply, Legal, Demand
Demand, Network, Supply
Last update
2026-01-02
2025-12-31

Moat coverage

Shared moat types

No overlap yet.

Crown Castle Inc. strengths

Physical Network DensityPermits Rights Of WayLong Term Contracts

Rockwell Automation, Inc. strengths

Switching Costs GeneralBrand TrustEcosystem ComplementsSuite BundlingTraining Org Change CostsData Workflow LockinService Field NetworkProcurement Inertia

Segment mix

Crown Castle Inc. segments

Full profile >

Towers

Oligopoly

67%

Fiber (small cells + fiber solutions)

Competitive

33%

Rockwell Automation, Inc. segments

Full profile >

Intelligent Devices

Oligopoly

45%

Software & Control

Oligopoly

28.6%

Lifecycle Services

Competitive

26.4%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.