WIDE MOAT STOCKS COMPARISON

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Stock Comparison

Rockwell Automation, Inc. vs Teradyne, Inc.

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

Teradyne, Inc.

TER · Nasdaq Stock Market

Market cap (USD)$62.3B
Gross margin (TTM)59.2%
Operating margin (TTM)30.2%
Net margin (TTM)25.8%
SectorTechnology
IndustrySemiconductor equipment and materials
CountryUS
Data as of2026-08-23
83/100
Moat score

Partial score covering 89% of segment weight.

Full stock profile

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

View TER analysis

Comparison highlights

  • Segment focus: Rockwell Automation, Inc. has 3 segments (45% in Intelligent Devices); Teradyne, Inc. has 3 segments (79.1% in Semiconductor Test).
  • Primary market structure: Oligopoly vs Duopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Rockwell Automation, Inc. has 4 moat types across 2 domains; Teradyne, Inc. has 4 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%

Teradyne, Inc.

Semiconductor Test

Market

Semiconductor automated test equipment (ATE) and system-level test (SLT)

Geography

Global

Customer

IDMs, foundries, fabless, OSATs

Role

Capital equipment supplier

Revenue share

79.1%

Side-by-side metrics

Rockwell Automation, Inc.
Teradyne, Inc.
Ticker / Exchange
ROK - New York Stock Exchange
TER - Nasdaq Stock Market
Market cap (USD)
$50.1B
$62.3B
Gross margin (TTM)
49.1%
59.2%
Operating margin (TTM)
17.3%
30.2%
Net margin (TTM)
13.4%
25.8%
Sector
Industrials
Technology
Industry
Machinery
Semiconductor equipment and materials
HQ country
US
US
Primary segment
Intelligent Devices
Semiconductor Test
Market structure
Oligopoly
Duopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
51 / 100
83 / 100 (partial, 89% coverage)
Moat domains
Demand, Network
Demand, Supply, Network
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Ecosystem Complements

Rockwell Automation, Inc. strengths

Switching Costs GeneralSuite BundlingData Workflow Lockin

Teradyne, Inc. strengths

Format Lock InCapex Knowhow ScaleDesign In Qualification

Segment mix

Rockwell Automation, Inc. segments

Full profile >

Intelligent Devices

Oligopoly

45%

Software & Control

Oligopoly

28.6%

Lifecycle Services

Competitive

26.4%

Teradyne, Inc. segments

Full profile >

Semiconductor Test

Duopoly

79.1%

Product Test

Competitive

11.2%

Robotics

Competitive

9.7%

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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.