VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

Arthur J. Gallagher & Co. vs Hilton Worldwide Holdings 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

Hilton Worldwide Holdings Inc.

HLT · New York Stock Exchange

Market cap (USD)$69.8B
Gross margin (TTM)27.8%
Operating margin (TTM)22%
Net margin (TTM)14.2%
SectorConsumer
IndustryTravel Lodging
CountryUS
Data as of2026-01-01
Moat score
72/ 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 Hilton Worldwide Holdings Inc.'s moat claims, evidence, and risks.

View HLT analysis

Comparison highlights

  • Moat score gap: Hilton Worldwide Holdings Inc. leads (72 / 100 vs 69 / 100 for Arthur J. Gallagher & Co.).
  • Segment focus: Arthur J. Gallagher & Co. has 2 segments (86% in Brokerage); Hilton Worldwide Holdings Inc. has 2 segments (72.7% in Management and Franchise).
  • Moat breadth: Arthur J. Gallagher & Co. has 4 moat types across 2 domains; Hilton Worldwide Holdings Inc. has 5 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%

Hilton Worldwide Holdings Inc.

Management and Franchise

Market

Hotel management, franchising and brand licensing

Geography

Global

Customer

Third-party hotel owners / franchisees and strategic partners

Role

Franchisor / manager / IP licensor

Revenue share

72.7%

Side-by-side metrics

Arthur J. Gallagher & Co.
Hilton Worldwide Holdings Inc.
Ticker / Exchange
AJG - New York Stock Exchange
HLT - New York Stock Exchange
Market cap (USD)
$67.9B
$69.8B
Gross margin (TTM)
n/a
27.8%
Operating margin (TTM)
n/a
22%
Net margin (TTM)
n/a
14.2%
Sector
Financials
Consumer
Industry
Insurance - Brokers
Travel Lodging
HQ country
US
US
Primary segment
Brokerage
Management and Franchise
Market structure
Oligopoly
Oligopoly
Market share
n/a
13%-15% (implied)
HHI estimate
n/a
1,350
Pricing power
Moderate
Moderate
Moat score
69 / 100
72 / 100
Moat domains
Supply, Demand
Network, Demand, Supply
Last update
2026-01-09
2026-01-01

Moat coverage

Shared moat types

Brand Trust

Arthur J. Gallagher & Co. strengths

Service Field NetworkData Workflow LockinOperational Excellence

Hilton Worldwide Holdings Inc. strengths

Two Sided NetworkLong Term ContractsScale Economies Unit CostEcosystem Complements

Segment mix

Arthur J. Gallagher & Co. segments

Full profile >

Brokerage

Oligopoly

86%

Risk Management

Competitive

14%

Hilton Worldwide Holdings Inc. segments

Full profile >

Management and Franchise

Oligopoly

72.7%

Ownership

Competitive

27.3%

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.