VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Wednesday, December 31, 2025

Stock Comparison

Rockwell Automation, Inc. vs Siemens Healthineers AG

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

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

Siemens Healthineers AG

SHL · XETRA

Market cap (USD)
SectorHealthcare
CountryDE
Data as of2025-12-28
Moat score
68/ 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 Siemens Healthineers AG's moat claims, evidence, and risks.

View SHL analysis

Comparison highlights

  • Moat score gap: Siemens Healthineers AG leads (68 / 100 vs 65 / 100 for Rockwell Automation, Inc.).
  • Segment focus: Rockwell Automation, Inc. has 3 segments (45% in Intelligent Devices); Siemens Healthineers AG has 4 segments (54.6% in Imaging).
  • Moat breadth: Rockwell Automation, Inc. has 8 moat types across 3 domains; Siemens Healthineers AG has 8 across 3.

Primary market context

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%

Siemens Healthineers AG

Imaging

Market

Diagnostic medical imaging equipment and related software/services (MRI, CT, X-ray, molecular imaging, ultrasound)

Geography

Global

Customer

Hospitals, imaging centers, clinics, and integrated delivery networks

Role

OEM + digital platform and service provider

Revenue share

54.6%

Side-by-side metrics

Rockwell Automation, Inc.
Siemens Healthineers AG
Ticker / Exchange
ROK - New York Stock Exchange
SHL - XETRA
Market cap (USD)
$44.3B
n/a
Sector
Industrials
Healthcare
HQ country
US
DE
Primary segment
Intelligent Devices
Imaging
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
65 / 100
68 / 100
Moat domains
Demand, Network, Supply
Supply, Demand, Network
Last update
2025-12-31
2025-12-28

Moat coverage

Shared moat types

Switching Costs GeneralEcosystem ComplementsData Workflow LockinService Field Network

Rockwell Automation, Inc. strengths

Brand TrustSuite BundlingTraining Org Change CostsProcurement Inertia

Siemens Healthineers AG strengths

Capex Knowhow ScaleLong Term ContractsInstalled Base ConsumablesDesign In Qualification

Segment mix

Rockwell Automation, Inc. segments

Full profile >

Intelligent Devices

Oligopoly

45%

Software & Control

Oligopoly

28.6%

Lifecycle Services

Competitive

26.4%

Siemens Healthineers AG segments

Full profile >

Imaging

Oligopoly

54.6%

Diagnostics

Oligopoly

18.7%

Varian

Oligopoly

17.6%

Advanced Therapies

Oligopoly

9.1%

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.