VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

NVIDIA Corporation vs Roper Technologies, Inc.

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

NVIDIA Corporation

NVDA · Nasdaq Stock Market

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-26
Moat score
97/ 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 NVIDIA Corporation's moat claims, evidence, and risks.

View NVDA analysis

Roper Technologies, Inc.

ROP · The Nasdaq Stock Market LLC

Market cap (USD)$48.5B
SectorTechnology
CountryUS
Data as of2025-12-30
Moat score
67/ 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 Roper Technologies, Inc.'s moat claims, evidence, and risks.

View ROP analysis

Comparison highlights

  • Moat score gap: NVIDIA Corporation leads (97 / 100 vs 67 / 100 for Roper Technologies, Inc.).
  • Segment focus: NVIDIA Corporation has 5 segments (88.3% in Data Center); Roper Technologies, Inc. has 3 segments (55% in Application Software).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Strong.
  • Moat breadth: NVIDIA Corporation has 7 moat types across 3 domains; Roper Technologies, Inc. has 7 across 4.

Primary market context

NVIDIA Corporation

Data Center

Market

Data center accelerated computing (AI GPUs, systems, and networking)

Geography

Global

Customer

Hyperscale cloud providers, enterprises, public sector (often via OEMs/ODMs and integrators)

Role

Fabless designer and platform supplier (chips, systems, software)

Revenue share

88.3%

Roper Technologies, Inc.

Application Software

Market

Vertical application software for niche end markets

Geography

Global

Customer

Businesses, institutions, and public-sector organizations

Role

Software vendor (SaaS, subscriptions, and related services)

Revenue share

55%

Side-by-side metrics

NVIDIA Corporation
Roper Technologies, Inc.
Ticker / Exchange
NVDA - Nasdaq Stock Market
ROP - The Nasdaq Stock Market LLC
Market cap (USD)
n/a
$48.5B
Sector
Technology
Technology
HQ country
US
US
Primary segment
Data Center
Application Software
Market structure
Quasi-Monopoly
Oligopoly
Market share
78%-85% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
97 / 100
67 / 100
Moat domains
Demand, Network, Supply
Demand, Legal, Financial, Network
Last update
2025-12-26
2025-12-30

Moat coverage

Shared moat types

Data Workflow LockinDesign In Qualification

NVIDIA Corporation strengths

Ecosystem ComplementsCapacity MoatOperational ExcellenceSuite BundlingResidual / non-core revenue

Roper Technologies, Inc. strengths

Compliance AdvantageNegative Working CapitalTwo Sided NetworkData Network EffectsSwitching Costs General

Segment mix

NVIDIA Corporation segments

Full profile >

Data Center

Quasi-Monopoly

88.3%

Gaming

Duopoly

8.7%

Professional Visualization

Oligopoly

1.4%

Automotive

Competitive

1.3%

OEM & Other

Competitive

0.3%

Roper Technologies, Inc. segments

Full profile >

Application Software

Oligopoly

55%

Network Software

Oligopoly

21%

Technology Enabled Products

Competitive

24.1%

Want the full wide moat stocks list?

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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.