VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

Arthur J. Gallagher & Co. vs Allegion Public Limited Company

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

Arthur J. Gallagher & Co.

AJG · New York Stock Exchange

Market cap (USD)$67.9B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorFinancials
IndustryInsurance - Brokers
CountryUS
Data as of2026-01-09
Moat score
69/ 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 Arthur J. Gallagher & Co.'s moat claims, evidence, and risks.

View AJG analysis

Allegion Public Limited Company

ALLE · New York Stock Exchange

Market cap (USD)$14B
Gross margin (TTM)45.1%
Operating margin (TTM)21%
Net margin (TTM)16.1%
SectorIndustrials
IndustrySecurity & Protection Services
CountryIE
Data as of2025-12-26
Moat score
64/ 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 Allegion Public Limited Company's moat claims, evidence, and risks.

View ALLE analysis

Comparison highlights

  • Moat score gap: Arthur J. Gallagher & Co. leads (69 / 100 vs 64 / 100 for Allegion Public Limited Company).
  • Segment focus: Arthur J. Gallagher & Co. has 2 segments (86% in Brokerage); Allegion Public Limited Company has 2 segments (79.9% in Allegion Americas).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Arthur J. Gallagher & Co. has 4 moat types across 2 domains; Allegion Public Limited Company has 6 across 3.

Primary market context

Arthur J. Gallagher & Co.

Brokerage

Market

Insurance and reinsurance brokerage and consulting

Geography

Global

Customer

Commercial, industrial, public sector, nonprofit and other organizations; underwriting enterprises for reinsurance placements

Role

Intermediary / broker / advisor

Revenue share

86%

Allegion Public Limited Company

Allegion Americas

Market

Security products, access solutions, and related services (mechanical + electronic) in North America

Geography

North America

Customer

Commercial, institutional, and residential facilities; channel partners (distributors, installers, retailers)

Role

Manufacturer/brand owner; sells via distribution/retail; provides services and some SaaS

Revenue share

79.9%

Side-by-side metrics

Arthur J. Gallagher & Co.
Allegion Public Limited Company
Ticker / Exchange
AJG - New York Stock Exchange
ALLE - New York Stock Exchange
Market cap (USD)
$67.9B
$14B
Gross margin (TTM)
n/a
45.1%
Operating margin (TTM)
n/a
21%
Net margin (TTM)
n/a
16.1%
Sector
Financials
Industrials
Industry
Insurance - Brokers
Security & Protection Services
HQ country
US
IE
Primary segment
Brokerage
Allegion Americas
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
64 / 100
Moat domains
Supply, Demand
Demand, Supply, Legal
Last update
2026-01-09
2025-12-26

Moat coverage

Shared moat types

Service Field NetworkBrand TrustData Workflow Lockin

Arthur J. Gallagher & Co. strengths

Operational Excellence

Allegion Public Limited Company strengths

Design In QualificationDistribution ControlCompliance Advantage

Segment mix

Arthur J. Gallagher & Co. segments

Full profile >

Brokerage

Oligopoly

86%

Risk Management

Competitive

14%

Allegion Public Limited Company segments

Full profile >

Allegion Americas

Competitive

79.9%

Allegion International

Competitive

20.1%

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.