VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

UiPath, Inc. vs Rockwell Automation, Inc.

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

UiPath, Inc.

PATH · New York Stock Exchange

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-29
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 UiPath, Inc.'s moat claims, evidence, and risks.

View PATH 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: UiPath, Inc. leads (70 / 100 vs 65 / 100 for Rockwell Automation, Inc.).
  • Segment focus: UiPath, Inc. has 2 segments (97.2% in Automation Platform); Rockwell Automation, Inc. has 3 segments (45% in Intelligent Devices).
  • Moat breadth: UiPath, Inc. has 3 moat types across 2 domains; Rockwell Automation, Inc. has 8 across 3.

Primary market context

UiPath, Inc.

Automation Platform

Market

Enterprise automation software (RPA + agentic automation platform)

Geography

Global

Customer

Enterprises and public sector

Role

Software platform vendor

Revenue share

97.2%

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

UiPath, Inc.
Rockwell Automation, Inc.
Ticker / Exchange
PATH - New York Stock Exchange
ROK - New York Stock Exchange
Market cap (USD)
n/a
$44.3B
Sector
Technology
Industrials
HQ country
US
US
Primary segment
Automation Platform
Intelligent Devices
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
70 / 100
65 / 100
Moat domains
Demand, Network
Demand, Network, Supply
Last update
2025-12-29
2025-12-31

Moat coverage

Shared moat types

Training Org Change CostsSuite BundlingEcosystem Complements

UiPath, Inc. strengths

No unique moat types yet.

Rockwell Automation, Inc. strengths

Switching Costs GeneralBrand TrustData Workflow LockinService Field NetworkProcurement Inertia

Segment mix

UiPath, Inc. segments

Full profile >

Automation Platform

Oligopoly

97.2%

Professional Services and Enablement

Competitive

2.8%

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?

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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.