WIDE MOAT STOCKS COMPARISON

Checking

 

Stock Comparison

Rockwell Automation, Inc. vs Schneider Electric SE

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)$50.1B
Gross margin (TTM)49.1%
Operating margin (TTM)17.3%
Net margin (TTM)13.4%
SectorIndustrials
IndustryMachinery
CountryUS
Data as of2026-08-23
51/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into Rockwell Automation, Inc.'s moat claims, evidence, and risks.

View ROK analysis

Schneider Electric SE

SU · Euronext Paris

Market cap (USD)$165.1B
Gross margin (TTM)42.1%
Operating margin (TTM)16.9%
Net margin (TTM)11.3%
SectorIndustrials
IndustryMachinery
CountryFR
Data as of2026-08-23
57/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into Schneider Electric SE's moat claims, evidence, and risks.

View SU analysis

Comparison highlights

  • Moat score gap: Schneider Electric SE leads (57 / 100 vs 51 / 100 for Rockwell Automation, Inc.).
  • Segment focus: Rockwell Automation, Inc. has 3 segments (45% in Intelligent Devices); Schneider Electric SE has 2 segments (82.5% in Energy Management).
  • Moat breadth: Rockwell Automation, Inc. has 4 moat types across 2 domains; Schneider Electric SE has 3 across 2.

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%

Schneider Electric SE

Energy Management

Market

Energy management and electrical distribution equipment, systems and services (low/medium voltage, building and data-center electrical infrastructure, secure power, grid and energy digitalization)

Geography

Global

Customer

Buildings, data centers, industrial sites, infrastructure owners/operators; channel partners (contractors, distributors, system integrators)

Role

Manufacturer + system integrator + digital/field services provider

Revenue share

82.5%

Side-by-side metrics

Rockwell Automation, Inc.
Schneider Electric SE
Ticker / Exchange
ROK - New York Stock Exchange
SU - Euronext Paris
Market cap (USD)
$50.1B
$165.1B
Gross margin (TTM)
49.1%
42.1%
Operating margin (TTM)
17.3%
16.9%
Net margin (TTM)
13.4%
11.3%
Sector
Industrials
Industrials
Industry
Machinery
Machinery
HQ country
US
FR
Primary segment
Intelligent Devices
Energy Management
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
51 / 100
57 / 100
Moat domains
Demand, Network
Network, Demand
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Ecosystem ComplementsData Workflow Lockin

Rockwell Automation, Inc. strengths

Switching Costs GeneralSuite Bundling

Schneider Electric SE strengths

Installed Base Consumables

Segment mix

Rockwell Automation, Inc. segments

Full profile >

Intelligent Devices

Oligopoly

45%

Software & Control

Oligopoly

28.6%

Lifecycle Services

Competitive

26.4%

Schneider Electric SE segments

Full profile >

Energy Management

Oligopoly

82.5%

Industrial Automation

Oligopoly

17.5%

Act on this comparison

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

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.