VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 10, 2026

Stock Comparison

Arthur J. Gallagher & Co. vs Synopsys, 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

Synopsys, Inc.

SNPS · NASDAQ

Market cap (USD)$100.5B
Gross margin (TTM)73.1%
Operating margin (TTM)13%
Net margin (TTM)18.9%
SectorTechnology
IndustrySoftware - Infrastructure
CountryUS
Data as of2025-12-29
Moat score
85/ 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 Synopsys, Inc.'s moat claims, evidence, and risks.

View SNPS analysis

Comparison highlights

  • Moat score gap: Synopsys, Inc. leads (85 / 100 vs 69 / 100 for Arthur J. Gallagher & Co.).
  • Segment focus: Arthur J. Gallagher & Co. has 2 segments (86% in Brokerage); Synopsys, Inc. has 2 segments (75.2% in Design Automation).
  • Moat breadth: Arthur J. Gallagher & Co. has 4 moat types across 2 domains; Synopsys, Inc. has 5 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%

Synopsys, Inc.

Design Automation

Market

Electronic design automation (EDA) software and silicon-to-systems simulation & analysis tools

Geography

Global

Customer

Semiconductor and systems companies (chip/system designers)

Role

Software + hardware tooling provider / platform

Revenue share

75.2%

Side-by-side metrics

Arthur J. Gallagher & Co.
Synopsys, Inc.
Ticker / Exchange
AJG - New York Stock Exchange
SNPS - NASDAQ
Market cap (USD)
$67.9B
$100.5B
Gross margin (TTM)
n/a
73.1%
Operating margin (TTM)
n/a
13%
Net margin (TTM)
n/a
18.9%
Sector
Financials
Technology
Industry
Insurance - Brokers
Software - Infrastructure
HQ country
US
US
Primary segment
Brokerage
Design Automation
Market structure
Oligopoly
Oligopoly
Market share
n/a
30%-32% (reported)
HHI estimate
n/a
2,140
Pricing power
Moderate
Moderate
Moat score
69 / 100
85 / 100
Moat domains
Supply, Demand
Demand, Supply
Last update
2026-01-09
2025-12-29

Moat coverage

Shared moat types

No overlap yet.

Arthur J. Gallagher & Co. strengths

Service Field NetworkBrand TrustData Workflow LockinOperational Excellence

Synopsys, Inc. strengths

Switching Costs GeneralSuite BundlingCapex Knowhow ScaleDesign In QualificationInstalled Base Consumables

Segment mix

Arthur J. Gallagher & Co. segments

Full profile >

Brokerage

Oligopoly

86%

Risk Management

Competitive

14%

Synopsys, Inc. segments

Full profile >

Design Automation

Oligopoly

75.2%

Design IP

Oligopoly

24.8%

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.