VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

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

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

Nintendo Co., Ltd.

7974.JP · Tokyo Stock Exchange

Market cap (USD)$11.8T
Gross margin (TTM)45.4%
Operating margin (TTM)17.6%
Net margin (TTM)21.2%
SectorCommunication Services
IndustryElectronic Gaming & Multimedia
CountryJP
Data as of2026-01-01
Moat score
76/ 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 Nintendo Co., Ltd.'s moat claims, evidence, and risks.

View 7974.JP 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: Nintendo Co., Ltd. leads (76 / 100 vs 63 / 100 for Guidewire Software, Inc.).
  • Segment focus: Nintendo Co., Ltd. has 3 segments (90.2% in Nintendo Switch platform ecosystem); Guidewire Software, Inc. has 2 segments (81.8% in Core P&C insurance platform software (InsuranceSuite, InsuranceNow, Guidewire Cloud Platform)).
  • Moat breadth: Nintendo Co., Ltd. has 5 moat types across 3 domains; Guidewire Software, Inc. has 7 across 4.

Primary market context

Nintendo Co., Ltd.

Nintendo Switch platform ecosystem

Market

Dedicated console gaming platform ecosystem (hardware + software + digital storefront + online services)

Geography

Global

Customer

Consumers

Role

Platform owner / first-party publisher

Revenue share

90.2%

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

Nintendo Co., Ltd.
Guidewire Software, Inc.
Ticker / Exchange
7974.JP - Tokyo Stock Exchange
GWRE - New York Stock Exchange
Market cap (USD)
$11.8T
$15.7B
Gross margin (TTM)
45.4%
n/a
Operating margin (TTM)
17.6%
n/a
Net margin (TTM)
21.2%
n/a
Sector
Communication Services
Technology
Industry
Electronic Gaming & Multimedia
n/a
HQ country
JP
US
Primary segment
Nintendo Switch platform ecosystem
Core P&C insurance platform software (InsuranceSuite, InsuranceNow, Guidewire Cloud Platform)
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
76 / 100
63 / 100
Moat domains
Network, Demand, Legal
Demand, Network, Legal, Supply
Last update
2026-01-01
2026-01-11

Moat coverage

Shared moat types

Ecosystem ComplementsSwitching Costs General

Nintendo Co., Ltd. strengths

Brand TrustIP Choke PointContent Rights Currency

Guidewire Software, Inc. strengths

Long Term ContractsSuite BundlingCompliance AdvantageCapex Knowhow ScaleDesign In Qualification

Segment mix

Nintendo Co., Ltd. segments

Full profile >

Nintendo Switch platform ecosystem

Oligopoly

90.2%

Mobile and IP-related income

Competitive

5.8%

Other products and legacy platforms

Competitive

4%

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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Proven models entering the expansion stage with unit economics that work.

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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.