VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Microsoft Corporation vs Rockwell Automation, Inc.

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

Microsoft Corporation

MSFT · Nasdaq Global Select Market

Market cap (USD)$3.6T
SectorTechnology
CountryUS
Data as of2025-12-21
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 Microsoft Corporation's moat claims, evidence, and risks.

View MSFT 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: Microsoft Corporation leads (84 / 100 vs 65 / 100 for Rockwell Automation, Inc.).
  • Segment focus: Microsoft Corporation has 3 segments (42.9% in Productivity and Business Processes); Rockwell Automation, Inc. has 3 segments (45% in Intelligent Devices).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Microsoft Corporation has 9 moat types across 4 domains; Rockwell Automation, Inc. has 8 across 3.

Primary market context

Microsoft Corporation

Productivity and Business Processes

Market

Enterprise productivity & collaboration suites, business applications, and professional network platforms

Geography

Global

Customer

Enterprises, SMBs, consumers, recruiters/advertisers

Role

SaaS platform + professional network

Revenue share

42.9%

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

Microsoft Corporation
Rockwell Automation, Inc.
Ticker / Exchange
MSFT - Nasdaq Global Select Market
ROK - New York Stock Exchange
Market cap (USD)
$3.6T
$44.3B
Sector
Technology
Industrials
HQ country
US
US
Primary segment
Productivity and Business Processes
Intelligent Devices
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
84 / 100
65 / 100
Moat domains
Demand, Network, Supply, Legal
Demand, Network, Supply
Last update
2025-12-21
2025-12-31

Moat coverage

Shared moat types

Suite BundlingData Workflow LockinEcosystem Complements

Microsoft Corporation strengths

Long Term ContractsTwo Sided NetworkCapex Knowhow ScaleOperational ExcellenceDefault OS GatewayContent Rights Currency

Rockwell Automation, Inc. strengths

Switching Costs GeneralBrand TrustTraining Org Change CostsService Field NetworkProcurement Inertia

Segment mix

Microsoft Corporation segments

Full profile >

Productivity and Business Processes

Oligopoly

42.9%

Intelligent Cloud

Oligopoly

37.7%

More Personal Computing

Quasi-Monopoly

19.4%

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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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.