VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Arthur J. Gallagher & Co. vs Roper Technologies, 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

Roper Technologies, Inc.

ROP · The Nasdaq Stock Market LLC

Market cap (USD)$46.8B
Gross margin (TTM)69%
Operating margin (TTM)28.1%
Net margin (TTM)20.3%
SectorTechnology
IndustryIndustrial - Machinery
CountryUS
Data as of2025-12-30
Moat score
67/ 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 Roper Technologies, Inc.'s moat claims, evidence, and risks.

View ROP analysis

Comparison highlights

  • Moat score gap: Arthur J. Gallagher & Co. leads (69 / 100 vs 67 / 100 for Roper Technologies, Inc.).
  • Segment focus: Arthur J. Gallagher & Co. has 2 segments (86% in Brokerage); Roper Technologies, Inc. has 3 segments (55% in Application Software).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Arthur J. Gallagher & Co. has 4 moat types across 2 domains; Roper Technologies, Inc. has 7 across 4.

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%

Roper Technologies, Inc.

Application Software

Market

Vertical application software for niche end markets

Geography

Global

Customer

Businesses, institutions, and public-sector organizations

Role

Software vendor (SaaS, subscriptions, and related services)

Revenue share

55%

Side-by-side metrics

Arthur J. Gallagher & Co.
Roper Technologies, Inc.
Ticker / Exchange
AJG - New York Stock Exchange
ROP - The Nasdaq Stock Market LLC
Market cap (USD)
$67.9B
$46.8B
Gross margin (TTM)
n/a
69%
Operating margin (TTM)
n/a
28.1%
Net margin (TTM)
n/a
20.3%
Sector
Financials
Technology
Industry
Insurance - Brokers
Industrial - Machinery
HQ country
US
US
Primary segment
Brokerage
Application Software
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
69 / 100
67 / 100
Moat domains
Supply, Demand
Demand, Legal, Financial, Network
Last update
2026-01-09
2025-12-30

Moat coverage

Shared moat types

Data Workflow Lockin

Arthur J. Gallagher & Co. strengths

Service Field NetworkBrand TrustOperational Excellence

Roper Technologies, Inc. strengths

Compliance AdvantageNegative Working CapitalTwo Sided NetworkData Network EffectsDesign In QualificationSwitching Costs General

Segment mix

Arthur J. Gallagher & Co. segments

Full profile >

Brokerage

Oligopoly

86%

Risk Management

Competitive

14%

Roper Technologies, Inc. segments

Full profile >

Application Software

Oligopoly

55%

Network Software

Oligopoly

21%

Technology Enabled Products

Competitive

24.1%

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.