VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Advantech Co., Ltd. vs Guidewire Software, Inc.

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

Advantech Co., Ltd.

2395 · Taiwan Stock Exchange

Market cap (USD)$249.3B
Gross margin (TTM)39.8%
Operating margin (TTM)16.2%
Net margin (TTM)14.6%
SectorTechnology
IndustryComputer Hardware
CountryTW
Data as of2025-12-28
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 Advantech Co., Ltd.'s moat claims, evidence, and risks.

View 2395 analysis

Guidewire Software, Inc.

GWRE · New York Stock Exchange

Market cap (USD)$15.7B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryUS
Data as of2026-01-11
Moat score
63/ 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 Guidewire Software, Inc.'s moat claims, evidence, and risks.

View GWRE analysis

Comparison highlights

  • Moat score gap: Guidewire Software, Inc. leads (63 / 100 vs 62 / 100 for Advantech Co., Ltd.).
  • Segment focus: Advantech Co., Ltd. has 3 segments (49% in Industrial Computer and Industrial Control); Guidewire Software, Inc. has 2 segments (81.8% in Core P&C insurance platform software (InsuranceSuite, InsuranceNow, Guidewire Cloud Platform)).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Advantech Co., Ltd. has 5 moat types across 3 domains; Guidewire Software, Inc. has 7 across 4.

Primary market context

Advantech Co., Ltd.

Industrial Computer and Industrial Control

Market

Industrial PCs and industrial control computing (industrial automation, edge industrial computing)

Geography

Global

Customer

Industrial enterprises, system integrators, and industrial OEMs

Role

Industrial computing OEM + solution integrator

Revenue share

49%

Guidewire Software, Inc.

Core P&C insurance platform software (InsuranceSuite, InsuranceNow, Guidewire Cloud Platform)

Market

Property & casualty insurance core systems platforms (policy administration, claims, billing) with cloud delivery

Geography

Global

Customer

Property & casualty insurers (global carriers to regional/local providers)

Role

Vertical enterprise application vendor / cloud platform operator

Revenue share

81.8%

Side-by-side metrics

Advantech Co., Ltd.
Guidewire Software, Inc.
Ticker / Exchange
2395 - Taiwan Stock Exchange
GWRE - New York Stock Exchange
Market cap (USD)
$249.3B
$15.7B
Gross margin (TTM)
39.8%
n/a
Operating margin (TTM)
16.2%
n/a
Net margin (TTM)
14.6%
n/a
Sector
Technology
Technology
Industry
Computer Hardware
n/a
HQ country
TW
US
Primary segment
Industrial Computer and Industrial Control
Core P&C insurance platform software (InsuranceSuite, InsuranceNow, Guidewire Cloud Platform)
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
62 / 100
63 / 100
Moat domains
Demand, Supply, Network
Demand, Network, Legal, Supply
Last update
2025-12-28
2026-01-11

Moat coverage

Shared moat types

Design In QualificationEcosystem Complements

Advantech Co., Ltd. strengths

Service Field NetworkData Workflow LockinInstalled Base Consumables

Guidewire Software, Inc. strengths

Switching Costs GeneralLong Term ContractsSuite BundlingCompliance AdvantageCapex Knowhow Scale

Segment mix

Advantech Co., Ltd. segments

Full profile >

Industrial Computer and Industrial Control

Competitive

49%

Embedded Boards and Chassis

Competitive

41%

After-sales Service and Others

Competitive

10%

Guidewire Software, Inc. segments

Full profile >

Core P&C insurance platform software (InsuranceSuite, InsuranceNow, Guidewire Cloud Platform)

Oligopoly

81.8%

Professional services (implementation, cloud migration, integration)

Competitive

18.2%

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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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.