VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Accenture plc vs Guidewire Software, Inc.

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

Accenture plc

ACN · New York Stock Exchange

Market cap (USD)$174.9B
Gross margin (TTM)31.9%
Operating margin (TTM)14.8%
Net margin (TTM)10.8%
SectorTechnology
IndustryInformation Technology Services
CountryIE
Data as of2025-12-30
Moat score
66/ 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 Accenture plc's moat claims, evidence, and risks.

View ACN 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: Accenture plc leads (66 / 100 vs 63 / 100 for Guidewire Software, Inc.).
  • Segment focus: Accenture plc has 2 segments (50.4% in Consulting); 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: n/a vs Moderate.
  • Moat breadth: Accenture plc has 7 moat types across 3 domains; Guidewire Software, Inc. has 7 across 4.

Primary market context

Accenture plc

Consulting

Market

Enterprise consulting (strategy, management, technology consulting and technology integration consulting)

Geography

Global

Customer

Enterprises and public sector organizations

Role

Advisor and systems integrator / implementation partner

Revenue share

50.4%

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

Accenture plc
Guidewire Software, Inc.
Ticker / Exchange
ACN - New York Stock Exchange
GWRE - New York Stock Exchange
Market cap (USD)
$174.9B
$15.7B
Gross margin (TTM)
31.9%
n/a
Operating margin (TTM)
14.8%
n/a
Net margin (TTM)
10.8%
n/a
Sector
Technology
Technology
Industry
Information Technology Services
n/a
HQ country
IE
US
Primary segment
Consulting
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
n/a
Moderate
Moat score
66 / 100
63 / 100
Moat domains
Demand, Supply, Network
Demand, Network, Legal, Supply
Last update
2025-12-30
2026-01-11

Moat coverage

Shared moat types

Suite BundlingLong Term ContractsSwitching Costs GeneralEcosystem Complements

Accenture plc strengths

Brand TrustProcurement InertiaService Field Network

Guidewire Software, Inc. strengths

Compliance AdvantageCapex Knowhow ScaleDesign In Qualification

Segment mix

Accenture plc segments

Full profile >

Consulting

Competitive

50.4%

Managed Services

Oligopoly

49.6%

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?

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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.