VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Rockwell Automation, Inc. vs Visa 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)$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

Visa Inc.

V · New York Stock Exchange

Market cap (USD)$677.5B
SectorFinancials
CountryUS
Data as of2025-12-21
Moat score
77/ 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 Visa Inc.'s moat claims, evidence, and risks.

View V analysis

Comparison highlights

  • Moat score gap: Visa Inc. leads (77 / 100 vs 65 / 100 for Rockwell Automation, Inc.).
  • Segment focus: Rockwell Automation, Inc. has 3 segments (45% in Intelligent Devices); Visa Inc. has 4 segments (35.9% in Data processing revenue).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs n/a.
  • Moat breadth: Rockwell Automation, Inc. has 8 moat types across 3 domains; Visa Inc. has 7 across 4.

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%

Visa Inc.

Data processing revenue

Market

Payment transaction processing (authorization, clearing and settlement) for VisaNet and related network access

Geography

Global

Customer

Issuers, acquirers, payment processors

Role

Network processor / switch (authorization, clearing, settlement)

Revenue share

35.9%

Side-by-side metrics

Rockwell Automation, Inc.
Visa Inc.
Ticker / Exchange
ROK - New York Stock Exchange
V - New York Stock Exchange
Market cap (USD)
$44.3B
$677.5B
Sector
Industrials
Financials
HQ country
US
US
Primary segment
Intelligent Devices
Data processing revenue
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
n/a
Moat score
65 / 100
77 / 100
Moat domains
Demand, Network, Supply
Network, Demand, Supply, Legal
Last update
2025-12-31
2025-12-21

Moat coverage

Shared moat types

Brand TrustSuite BundlingData Workflow Lockin

Rockwell Automation, Inc. strengths

Switching Costs GeneralEcosystem ComplementsTraining Org Change CostsService Field NetworkProcurement Inertia

Visa Inc. strengths

Two Sided NetworkClearing SettlementCapex Knowhow ScaleCompliance Advantage

Segment mix

Rockwell Automation, Inc. segments

Full profile >

Intelligent Devices

Oligopoly

45%

Software & Control

Oligopoly

28.6%

Lifecycle Services

Competitive

26.4%

Visa Inc. segments

Full profile >

Service revenue

Oligopoly

31.5%

Data processing revenue

Oligopoly

35.9%

International transaction revenue

Oligopoly

25.4%

Other revenue

Competitive

7.3%

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.