VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Mastercard Incorporated vs Rockwell Automation, Inc.

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

Mastercard Incorporated

MA · New York Stock Exchange

Market cap (USD)$516.9B
SectorFinancials
CountryUS
Data as of2025-12-21
Moat score
77/ 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 Mastercard Incorporated's moat claims, evidence, and risks.

View MA 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: Mastercard Incorporated leads (77 / 100 vs 65 / 100 for Rockwell Automation, Inc.).
  • Segment focus: Mastercard Incorporated has 2 segments (61.5% in Payment Network); Rockwell Automation, Inc. has 3 segments (45% in Intelligent Devices).
  • Moat breadth: Mastercard Incorporated has 6 moat types across 3 domains; Rockwell Automation, Inc. has 8 across 3.

Primary market context

Mastercard Incorporated

Payment Network

Market

Four-party card payment network (switching, acceptance, and network-related services)

Geography

Global

Customer

Issuers, acquirers, merchants, account holders

Role

Network operator (authorization, clearing, settlement) and rules/standards steward

Revenue share

61.5%

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

Mastercard Incorporated
Rockwell Automation, Inc.
Ticker / Exchange
MA - New York Stock Exchange
ROK - New York Stock Exchange
Market cap (USD)
$516.9B
$44.3B
Sector
Financials
Industrials
HQ country
US
US
Primary segment
Payment Network
Intelligent Devices
Market structure
Oligopoly
Oligopoly
Market share
29.7% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
77 / 100
65 / 100
Moat domains
Network, Demand, Legal
Demand, Network, Supply
Last update
2025-12-21
2025-12-31

Moat coverage

Shared moat types

Brand TrustData Workflow Lockin

Mastercard Incorporated strengths

Two Sided NetworkClearing SettlementRegulated Standards PipeData Network Effects

Rockwell Automation, Inc. strengths

Switching Costs GeneralEcosystem ComplementsSuite BundlingTraining Org Change CostsService Field NetworkProcurement Inertia

Segment mix

Mastercard Incorporated segments

Full profile >

Payment Network

Oligopoly

61.5%

Value-Added Services and Solutions

Competitive

38.5%

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.