VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Fidelity National Information Services, Inc. vs Rockwell Automation, Inc.

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

Fidelity National Information Services, Inc.

FIS · New York Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryUS
Data as of2026-01-10
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 Fidelity National Information Services, Inc.'s moat claims, evidence, and risks.

View FIS analysis

Rockwell Automation, Inc.

ROK · New York Stock Exchange

Market cap (USD)$46.1B
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: both at 65 / 100.
  • Segment focus: Fidelity National Information Services, Inc. has 2 segments (68.1% in Banking Solutions); Rockwell Automation, Inc. has 3 segments (45% in Intelligent Devices).
  • Moat breadth: Fidelity National Information Services, Inc. has 6 moat types across 3 domains; Rockwell Automation, Inc. has 8 across 3.

Primary market context

Fidelity National Information Services, Inc.

Banking Solutions

Market

Core banking platforms and bank transaction processing software/services

Geography

Global

Customer

Banks, credit unions, commercial lenders, and other institutions

Role

Software/platform provider and outsourced processor

Revenue share

68.1%

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

Fidelity National Information Services, Inc.
Rockwell Automation, Inc.
Ticker / Exchange
FIS - New York Stock Exchange
ROK - New York Stock Exchange
Market cap (USD)
n/a
$46.1B
Gross margin (TTM)
n/a
48%
Operating margin (TTM)
n/a
18.4%
Net margin (TTM)
n/a
10.4%
Sector
Technology
Industrials
Industry
n/a
Industrial - Machinery
HQ country
US
US
Primary segment
Banking Solutions
Intelligent Devices
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
65 / 100
65 / 100
Moat domains
Demand, Legal, Network
Demand, Network, Supply
Last update
2026-01-10
2025-12-31

Moat coverage

Shared moat types

Switching Costs GeneralSuite BundlingData Workflow LockinEcosystem Complements

Fidelity National Information Services, Inc. strengths

Long Term ContractsCompliance Advantage

Rockwell Automation, Inc. strengths

Brand TrustTraining Org Change CostsService Field NetworkProcurement Inertia

Segment mix

Fidelity National Information Services, Inc. segments

Full profile >

Banking Solutions

Oligopoly

68.1%

Capital Market Solutions

Competitive

29.4%

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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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

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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.