VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

Arthur J. Gallagher & Co. vs Diageo plc

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

Diageo plc

DGE · London Stock Exchange

Market cap (USD)$36.2B
Gross margin (TTM)60.2%
Operating margin (TTM)27.9%
Net margin (TTM)15.3%
SectorConsumer
IndustryBeverages - Wineries & Distilleries
CountryGB
Data as of2025-12-30
Moat score
77/ 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 Diageo plc's moat claims, evidence, and risks.

View DGE analysis

Comparison highlights

  • Moat score gap: Diageo plc leads (77 / 100 vs 69 / 100 for Arthur J. Gallagher & Co.).
  • Segment focus: Arthur J. Gallagher & Co. has 2 segments (86% in Brokerage); Diageo plc has 3 segments (76% in Spirits).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Arthur J. Gallagher & Co. has 4 moat types across 2 domains; Diageo plc has 3 across 2.

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%

Diageo plc

Spirits

Market

Branded premium spirits (whisky, tequila, vodka, gin, rum, liqueurs)

Geography

Global

Customer

Consumers via off-trade retailers and on-trade outlets; distributors/wholesalers and key accounts

Role

Brand owner and producer with route-to-market execution

Revenue share

76%

Side-by-side metrics

Arthur J. Gallagher & Co.
Diageo plc
Ticker / Exchange
AJG - New York Stock Exchange
DGE - London Stock Exchange
Market cap (USD)
$67.9B
$36.2B
Gross margin (TTM)
n/a
60.2%
Operating margin (TTM)
n/a
27.9%
Net margin (TTM)
n/a
15.3%
Sector
Financials
Consumer
Industry
Insurance - Brokers
Beverages - Wineries & Distilleries
HQ country
US
GB
Primary segment
Brokerage
Spirits
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
69 / 100
77 / 100
Moat domains
Supply, Demand
Demand, Supply
Last update
2026-01-09
2025-12-30

Moat coverage

Shared moat types

Brand Trust

Arthur J. Gallagher & Co. strengths

Service Field NetworkData Workflow LockinOperational Excellence

Diageo plc strengths

Distribution ControlCapacity Moat

Segment mix

Arthur J. Gallagher & Co. segments

Full profile >

Brokerage

Oligopoly

86%

Risk Management

Competitive

14%

Diageo plc segments

Full profile >

Spirits

Oligopoly

76%

Beer (Guinness and other beers)

Oligopoly

18%

Ready-to-Drink (RTDs)

Competitive

4%

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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.