VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

Arthur J. Gallagher & Co. vs Domino's Pizza, Inc.

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

Domino's Pizza, Inc.

DPZ · Nasdaq Global Select Market

Market cap (USD)$13.7B
Gross margin (TTM)39.8%
Operating margin (TTM)19.2%
Net margin (TTM)12.2%
SectorConsumer
IndustryRestaurants
CountryUS
Data as of2026-01-06
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 Domino's Pizza, Inc.'s moat claims, evidence, and risks.

View DPZ analysis

Comparison highlights

  • Moat score gap: Domino's Pizza, Inc. leads (77 / 100 vs 69 / 100 for Arthur J. Gallagher & Co.).
  • Segment focus: Arthur J. Gallagher & Co. has 2 segments (86% in Brokerage); Domino's Pizza, Inc. has 3 segments (60.5% in Supply Chain).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Arthur J. Gallagher & Co. has 4 moat types across 2 domains; Domino's Pizza, Inc. has 7 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%

Domino's Pizza, Inc.

Supply Chain

Market

Pizza ingredients manufacturing & distribution for Domino's system stores

Geography

United States and Canada

Customer

Domino's franchisees and company-owned stores

Role

Manufacturer / distributor

Revenue share

60.5%

Side-by-side metrics

Arthur J. Gallagher & Co.
Domino's Pizza, Inc.
Ticker / Exchange
AJG - New York Stock Exchange
DPZ - Nasdaq Global Select Market
Market cap (USD)
$67.9B
$13.7B
Gross margin (TTM)
n/a
39.8%
Operating margin (TTM)
n/a
19.2%
Net margin (TTM)
n/a
12.2%
Sector
Financials
Consumer
Industry
Insurance - Brokers
Restaurants
HQ country
US
US
Primary segment
Brokerage
Supply Chain
Market structure
Oligopoly
Quasi-Monopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
77 / 100
Moat domains
Supply, Demand
Supply, Demand, Network
Last update
2026-01-09
2026-01-06

Moat coverage

Shared moat types

Brand TrustOperational Excellence

Arthur J. Gallagher & Co. strengths

Service Field NetworkData Workflow Lockin

Domino's Pizza, Inc. strengths

Physical Network DensityHabit DefaultSupply Chain ControlScale Economies Unit CostEcosystem Complements

Segment mix

Arthur J. Gallagher & Co. segments

Full profile >

Brokerage

Oligopoly

86%

Risk Management

Competitive

14%

Domino's Pizza, Inc. segments

Full profile >

U.S. Stores

Oligopoly

32.8%

Supply Chain

Quasi-Monopoly

60.5%

International Franchise

Competitive

6.8%

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.