VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Rockwell Automation, Inc. vs Vertiv Holdings Co

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)$46B
Gross margin (TTM)50.2%
Operating margin (TTM)18.2%
Net margin (TTM)11.6%
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

Vertiv Holdings Co

VRT · New York Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
IndustryElectrical Equipment & Parts
CountryUS
Data as of2026-04-25
Moat score
74/ 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 Vertiv Holdings Co's moat claims, evidence, and risks.

View VRT analysis

Comparison highlights

  • Moat score gap: Vertiv Holdings Co leads (74 / 100 vs 65 / 100 for Rockwell Automation, Inc.).
  • Segment focus: Rockwell Automation, Inc. has 3 segments (45% in Intelligent Devices); Vertiv Holdings Co has 3 segments (85% in Data center critical digital infrastructure).
  • Moat breadth: Rockwell Automation, Inc. has 8 moat types across 3 domains; Vertiv Holdings Co has 6 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%

Vertiv Holdings Co

Data center critical digital infrastructure

Market

Global data center physical infrastructure for power, thermal management, IT systems, modular infrastructure and lifecycle services

Geography

Global, with FY 2025 company revenue 62% Americas, 20% APAC and 18% EMEA

Customer

Hyperscale, cloud, neocloud, colocation and enterprise data center operators

Role

Power, cooling, integrated infrastructure, controls, racks, services and deployment partner

Revenue share

85%

Side-by-side metrics

Rockwell Automation, Inc.
Vertiv Holdings Co
Ticker / Exchange
ROK - New York Stock Exchange
VRT - New York Stock Exchange
Market cap (USD)
$46B
n/a
Gross margin (TTM)
50.2%
n/a
Operating margin (TTM)
18.2%
n/a
Net margin (TTM)
11.6%
n/a
Sector
Industrials
Industrials
Industry
Industrial - Machinery
Electrical Equipment & Parts
HQ country
US
US
Primary segment
Intelligent Devices
Data center critical digital infrastructure
Market structure
Oligopoly
Oligopoly
Market share
n/a
16%-18% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
65 / 100
74 / 100
Moat domains
Demand, Network, Supply
Supply, Demand, Legal
Last update
2025-12-31
2026-04-25

Moat coverage

Shared moat types

Switching Costs GeneralService Field Network

Rockwell Automation, Inc. strengths

Brand TrustEcosystem ComplementsSuite BundlingTraining Org Change CostsData Workflow LockinProcurement Inertia

Vertiv Holdings Co strengths

Scope EconomiesDesign In QualificationCapex 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%

Vertiv Holdings Co segments

Full profile >

Data center critical digital infrastructure

Oligopoly

85%

Communications network critical infrastructure

Competitive

10%

Commercial and industrial critical infrastructure

Competitive

5%

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

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.