VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Roper Technologies, Inc. vs Tesla, Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Roper Technologies, Inc.

ROP · The Nasdaq Stock Market LLC

Market cap (USD)$46.5B
Gross margin (TTM)69%
Operating margin (TTM)28.1%
Net margin (TTM)20.3%
SectorTechnology
IndustryIndustrial - Machinery
CountryUS
Data as of2025-12-30
Moat score
67/ 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 Roper Technologies, Inc.'s moat claims, evidence, and risks.

View ROP analysis

Tesla, Inc.

TSLA · NASDAQ

Market cap (USD)$1.5T
Gross margin (TTM)17%
Operating margin (TTM)4.7%
Net margin (TTM)5.5%
SectorConsumer
IndustryAuto - Manufacturers
CountryUS
Data as of2026-01-05
Moat score
75/ 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 Tesla, Inc.'s moat claims, evidence, and risks.

View TSLA analysis

Comparison highlights

  • Moat score gap: Tesla, Inc. leads (75 / 100 vs 67 / 100 for Roper Technologies, Inc.).
  • Segment focus: Roper Technologies, Inc. has 3 segments (55% in Application Software); Tesla, Inc. has 3 segments (78.9% in Automotive (vehicles + software + leasing + regulatory credits)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: Roper Technologies, Inc. has 7 moat types across 4 domains; Tesla, Inc. has 9 across 3.

Primary market context

Roper Technologies, Inc.

Application Software

Market

Vertical application software for niche end markets

Geography

Global

Customer

Businesses, institutions, and public-sector organizations

Role

Software vendor (SaaS, subscriptions, and related services)

Revenue share

55%

Tesla, Inc.

Automotive (vehicles + software + leasing + regulatory credits)

Market

Battery-electric passenger vehicles (BEV) and connected vehicle software

Geography

United States (market share datapoint); global competition

Customer

Consumers and small fleets

Role

OEM (design, manufacture, direct-to-consumer sales)

Revenue share

78.9%

Side-by-side metrics

Roper Technologies, Inc.
Tesla, Inc.
Ticker / Exchange
ROP - The Nasdaq Stock Market LLC
TSLA - NASDAQ
Market cap (USD)
$46.5B
$1.5T
Gross margin (TTM)
69%
17%
Operating margin (TTM)
28.1%
4.7%
Net margin (TTM)
20.3%
5.5%
Sector
Technology
Consumer
Industry
Industrial - Machinery
Auto - Manufacturers
HQ country
US
US
Primary segment
Application Software
Automotive (vehicles + software + leasing + regulatory credits)
Market structure
Oligopoly
Competitive
Market share
n/a
56.7% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
67 / 100
75 / 100
Moat domains
Demand, Legal, Financial, Network
Network, Supply, Demand
Last update
2025-12-30
2026-01-05

Moat coverage

Shared moat types

Data Workflow LockinData Network EffectsSwitching Costs General

Roper Technologies, Inc. strengths

Compliance AdvantageNegative Working CapitalTwo Sided NetworkDesign In Qualification

Tesla, Inc. strengths

Capex Knowhow ScaleBrand TrustPhysical Network DensityService Field NetworkScope EconomiesScale Economies Unit Cost

Segment mix

Roper Technologies, Inc. segments

Full profile >

Application Software

Oligopoly

55%

Network Software

Oligopoly

21%

Technology Enabled Products

Competitive

24.1%

Tesla, Inc. segments

Full profile >

Automotive (vehicles + software + leasing + regulatory credits)

Competitive

78.9%

Services and Other (Supercharging + after-sales + used vehicles + insurance)

Quasi-Monopoly

10.8%

Energy Generation and Storage (Megapack + Powerwall + solar)

Oligopoly

10.3%

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.