VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Roper Technologies, Inc. vs The Trade Desk, 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)$48.5B
SectorTechnology
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

The Trade Desk, Inc.

TTD · NASDAQ

Market cap (USD)$18.5B
SectorCommunication Services
CountryUS
Data as of2025-12-26
Moat score
62/ 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 The Trade Desk, Inc.'s moat claims, evidence, and risks.

View TTD analysis

Comparison highlights

  • Moat score gap: Roper Technologies, Inc. leads (67 / 100 vs 62 / 100 for The Trade Desk, Inc.).
  • Segment focus: Roper Technologies, Inc. has 3 segments (55% in Application Software); The Trade Desk, Inc. has 1 segment (100% in Advertising Technology Platform (DSP)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: Roper Technologies, Inc. has 7 moat types across 4 domains; The Trade Desk, Inc. has 4 across 2.

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%

The Trade Desk, Inc.

Advertising Technology Platform (DSP)

Market

Demand-side platforms (DSP) for programmatic advertising (open internet)

Geography

Global

Customer

Advertising agencies and advertisers

Role

Buy-side platform / demand aggregation

Revenue share

100%

Side-by-side metrics

Roper Technologies, Inc.
The Trade Desk, Inc.
Ticker / Exchange
ROP - The Nasdaq Stock Market LLC
TTD - NASDAQ
Market cap (USD)
$48.5B
$18.5B
Sector
Technology
Communication Services
HQ country
US
US
Primary segment
Application Software
Advertising Technology Platform (DSP)
Market structure
Oligopoly
Competitive
Market share
n/a
6%-10% (implied)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
67 / 100
62 / 100
Moat domains
Demand, Legal, Financial, Network
Network, Demand
Last update
2025-12-30
2025-12-26

Moat coverage

Shared moat types

Data Network EffectsSwitching Costs General

Roper Technologies, Inc. strengths

Data Workflow LockinCompliance AdvantageNegative Working CapitalTwo Sided NetworkDesign In Qualification

The Trade Desk, Inc. strengths

Interoperability HubStandards Registry

Segment mix

Roper Technologies, Inc. segments

Full profile >

Application Software

Oligopoly

55%

Network Software

Oligopoly

21%

Technology Enabled Products

Competitive

24.1%

The Trade Desk, Inc. segments

Full profile >

Advertising Technology Platform (DSP)

Competitive

100%

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.