VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 3, 2026

Stock Comparison

Rockwell Automation, Inc. vs Xero Limited

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)$44.5B
Gross margin (TTM)48%
Operating margin (TTM)18.4%
Net margin (TTM)10.4%
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

Xero Limited

XRO · Australian Securities Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryNZ
Data as of2026-01-02
Moat score
71/ 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 Xero Limited's moat claims, evidence, and risks.

View XRO analysis

Comparison highlights

  • Moat score gap: Xero Limited leads (71 / 100 vs 65 / 100 for Rockwell Automation, Inc.).
  • Segment focus: Rockwell Automation, Inc. has 3 segments (45% in Intelligent Devices); Xero Limited has 2 segments.
  • Moat breadth: Rockwell Automation, Inc. has 8 moat types across 3 domains; Xero Limited has 7 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%

Xero Limited

Core Accounting Subscription Platform

Market

Cloud accounting software for small businesses and their advisors

Geography

Global

Customer

SMB; accountants & bookkeepers

Role

Software platform (SaaS)

Side-by-side metrics

Rockwell Automation, Inc.
Xero Limited
Ticker / Exchange
ROK - New York Stock Exchange
XRO - Australian Securities Exchange
Market cap (USD)
$44.5B
n/a
Gross margin (TTM)
48%
n/a
Operating margin (TTM)
18.4%
n/a
Net margin (TTM)
10.4%
n/a
Sector
Industrials
Technology
Industry
Industrial - Machinery
n/a
HQ country
US
NZ
Primary segment
Intelligent Devices
Core Accounting Subscription Platform
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
65 / 100
71 / 100
Moat domains
Demand, Network, Supply
Demand, Network, Financial
Last update
2025-12-31
2026-01-02

Moat coverage

Shared moat types

Switching Costs GeneralEcosystem ComplementsSuite BundlingData Workflow Lockin

Rockwell Automation, Inc. strengths

Brand TrustTraining Org Change CostsService Field NetworkProcurement Inertia

Xero Limited strengths

Two Sided NetworkBenchmark Pricing PowerInteroperability Hub

Segment mix

Rockwell Automation, Inc. segments

Full profile >

Intelligent Devices

Oligopoly

45%

Software & Control

Oligopoly

28.6%

Lifecycle Services

Competitive

26.4%

Xero Limited segments

Full profile >

Core Accounting Subscription Platform

Oligopoly

n/a

Platform Services (Payments, Payroll, App Ecosystem)

Competitive

n/a

Want the full wide moat stocks list?

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

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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.