VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

The Estee Lauder Companies Inc. vs Rockwell Automation, Inc.

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

The Estee Lauder Companies Inc.

EL · New York Stock Exchange

Market cap (USD)
SectorConsumer
CountryUS
Data as of2025-12-23
Moat score
70/ 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 The Estee Lauder Companies Inc.'s moat claims, evidence, and risks.

View EL analysis

Rockwell Automation, Inc.

ROK · New York Stock Exchange

Market cap (USD)$44.3B
SectorIndustrials
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: The Estee Lauder Companies Inc. leads (70 / 100 vs 65 / 100 for Rockwell Automation, Inc.).
  • Segment focus: The Estee Lauder Companies Inc. has 5 segments (48.6% in Skin Care); Rockwell Automation, Inc. has 3 segments (45% in Intelligent Devices).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: The Estee Lauder Companies Inc. has 4 moat types across 2 domains; Rockwell Automation, Inc. has 8 across 3.

Primary market context

The Estee Lauder Companies Inc.

Skin Care

Market

Prestige skin care products

Geography

Global

Customer

Consumers

Role

Branded manufacturer/marketer

Revenue share

48.6%

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

The Estee Lauder Companies Inc.
Rockwell Automation, Inc.
Ticker / Exchange
EL - New York Stock Exchange
ROK - New York Stock Exchange
Market cap (USD)
n/a
$44.3B
Sector
Consumer
Industrials
HQ country
US
US
Primary segment
Skin Care
Intelligent Devices
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
70 / 100
65 / 100
Moat domains
Demand, Supply
Demand, Network, Supply
Last update
2025-12-23
2025-12-31

Moat coverage

Shared moat types

Brand Trust

The Estee Lauder Companies Inc. strengths

Distribution ControlOperational ExcellenceScope Economies

Rockwell Automation, Inc. strengths

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

Segment mix

The Estee Lauder Companies Inc. segments

Full profile >

Skin Care

Oligopoly

48.6%

Makeup

Oligopoly

29.4%

Fragrance

Oligopoly

17.4%

Hair Care

Competitive

3.9%

Other

Competitive

0.7%

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.

View the moat stocks list

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.