VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

Arthur J. Gallagher & Co. vs Koninklijke Philips N.V.

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

Koninklijke Philips N.V.

PHIA · Euronext Amsterdam

Market cap (USD)$24.2B
Gross margin (TTM)43.5%
Operating margin (TTM)6.1%
Net margin (TTM)0.9%
SectorHealthcare
IndustryMedical - Devices
CountryNL
Data as of2025-12-28
Moat score
68/ 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 Koninklijke Philips N.V.'s moat claims, evidence, and risks.

View PHIA analysis

Comparison highlights

  • Moat score gap: Arthur J. Gallagher & Co. leads (69 / 100 vs 68 / 100 for Koninklijke Philips N.V.).
  • Segment focus: Arthur J. Gallagher & Co. has 2 segments (86% in Brokerage); Koninklijke Philips N.V. has 3 segments (48.9% in Diagnosis & Treatment).
  • Moat breadth: Arthur J. Gallagher & Co. has 4 moat types across 2 domains; Koninklijke Philips N.V. 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%

Koninklijke Philips N.V.

Diagnosis & Treatment

Market

Medical imaging, image-guided therapy systems, and enterprise imaging informatics

Geography

Global

Customer

Hospitals & clinics

Role

OEM systems + software + services

Revenue share

48.9%

Side-by-side metrics

Arthur J. Gallagher & Co.
Koninklijke Philips N.V.
Ticker / Exchange
AJG - New York Stock Exchange
PHIA - Euronext Amsterdam
Market cap (USD)
$67.9B
$24.2B
Gross margin (TTM)
n/a
43.5%
Operating margin (TTM)
n/a
6.1%
Net margin (TTM)
n/a
0.9%
Sector
Financials
Healthcare
Industry
Insurance - Brokers
Medical - Devices
HQ country
US
NL
Primary segment
Brokerage
Diagnosis & Treatment
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
68 / 100
Moat domains
Supply, Demand
Demand, Supply, Network
Last update
2026-01-09
2025-12-28

Moat coverage

Shared moat types

Service Field NetworkBrand TrustData Workflow Lockin

Arthur J. Gallagher & Co. strengths

Operational Excellence

Koninklijke Philips N.V. strengths

Interoperability HubProcurement InertiaInstalled Base Consumables

Segment mix

Arthur J. Gallagher & Co. segments

Full profile >

Brokerage

Oligopoly

86%

Risk Management

Competitive

14%

Koninklijke Philips N.V. segments

Full profile >

Diagnosis & Treatment

Oligopoly

48.9%

Connected Care

Oligopoly

28.3%

Personal Health

Competitive

20%

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.