VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

ResMed Inc. vs Rockwell Automation, Inc.

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

ResMed Inc.

RMD · New York Stock Exchange

Market cap (USD)$36B
Gross margin (TTM)60.1%
Operating margin (TTM)33.2%
Net margin (TTM)27.4%
SectorHealthcare
IndustryMedical - Instruments & Supplies
CountryUS
Data as of2026-01-04
Moat score
76/ 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 ResMed Inc.'s moat claims, evidence, and risks.

View RMD analysis

Rockwell Automation, Inc.

ROK · New York Stock Exchange

Market cap (USD)$45.4B
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 gap: ResMed Inc. leads (76 / 100 vs 65 / 100 for Rockwell Automation, Inc.).
  • Segment focus: ResMed Inc. has 2 segments (87.5% in Sleep and Breathing Health); Rockwell Automation, Inc. has 3 segments (45% in Intelligent Devices).
  • Moat breadth: ResMed Inc. has 7 moat types across 2 domains; Rockwell Automation, Inc. has 8 across 3.

Primary market context

ResMed Inc.

Sleep and Breathing Health

Market

Sleep apnea and respiratory care devices and related consumables (PAP, masks, ventilation) plus connected monitoring services

Geography

Global

Customer

DME/HME providers, sleep clinics, hospitals, patients

Role

Medical device OEM + connected care software/data services

Revenue share

87.5%

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

ResMed Inc.
Rockwell Automation, Inc.
Ticker / Exchange
RMD - New York Stock Exchange
ROK - New York Stock Exchange
Market cap (USD)
$36B
$45.4B
Gross margin (TTM)
60.1%
48%
Operating margin (TTM)
33.2%
18.4%
Net margin (TTM)
27.4%
10.4%
Sector
Healthcare
Industrials
Industry
Medical - Instruments & Supplies
Industrial - Machinery
HQ country
US
US
Primary segment
Sleep and Breathing Health
Intelligent Devices
Market structure
Oligopoly
Oligopoly
Market share
58%-66% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
76 / 100
65 / 100
Moat domains
Demand, Legal
Demand, Network, Supply
Last update
2026-01-04
2025-12-31

Moat coverage

Shared moat types

Data Workflow LockinBrand TrustTraining Org Change Costs

ResMed Inc. strengths

Installed Base ConsumablesCompliance AdvantageIP Choke PointLong Term Contracts

Rockwell Automation, Inc. strengths

Switching Costs GeneralEcosystem ComplementsSuite BundlingService Field NetworkProcurement Inertia

Segment mix

ResMed Inc. segments

Full profile >

Sleep and Breathing Health

Oligopoly

87.5%

Residential Care Software

Competitive

12.5%

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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Looking for expansion-stage stocks?

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

View expansion-stage stocks

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.