VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

AMETEK, Inc. vs Guidewire Software, Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

AMETEK, Inc.

AME · New York Stock Exchange

Market cap (USD)$48.6B
Gross margin (TTM)36.2%
Operating margin (TTM)26.2%
Net margin (TTM)20.5%
SectorIndustrials
IndustryIndustrial - Machinery
CountryUS
Data as of2026-01-02
Moat score
66/ 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 AMETEK, Inc.'s moat claims, evidence, and risks.

View AME analysis

Guidewire Software, Inc.

GWRE · New York Stock Exchange

Market cap (USD)$15.7B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryUS
Data as of2026-01-11
Moat score
63/ 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 Guidewire Software, Inc.'s moat claims, evidence, and risks.

View GWRE analysis

Comparison highlights

  • Moat score gap: AMETEK, Inc. leads (66 / 100 vs 63 / 100 for Guidewire Software, Inc.).
  • Segment focus: AMETEK, Inc. has 2 segments (67.1% in Electronic Instruments Group (EIG)); Guidewire Software, Inc. has 2 segments (81.8% in Core P&C insurance platform software (InsuranceSuite, InsuranceNow, Guidewire Cloud Platform)).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: AMETEK, Inc. has 3 moat types across 1 domains; Guidewire Software, Inc. has 7 across 4.

Primary market context

AMETEK, Inc.

Electronic Instruments Group (EIG)

Market

Advanced analytical, test and measurement instruments

Geography

Global

Customer

B2B (process, industrial, aerospace, medical, research)

Role

Instrument/OEM supplier

Revenue share

67.1%

Guidewire Software, Inc.

Core P&C insurance platform software (InsuranceSuite, InsuranceNow, Guidewire Cloud Platform)

Market

Property & casualty insurance core systems platforms (policy administration, claims, billing) with cloud delivery

Geography

Global

Customer

Property & casualty insurers (global carriers to regional/local providers)

Role

Vertical enterprise application vendor / cloud platform operator

Revenue share

81.8%

Side-by-side metrics

AMETEK, Inc.
Guidewire Software, Inc.
Ticker / Exchange
AME - New York Stock Exchange
GWRE - New York Stock Exchange
Market cap (USD)
$48.6B
$15.7B
Gross margin (TTM)
36.2%
n/a
Operating margin (TTM)
26.2%
n/a
Net margin (TTM)
20.5%
n/a
Sector
Industrials
Technology
Industry
Industrial - Machinery
n/a
HQ country
US
US
Primary segment
Electronic Instruments Group (EIG)
Core P&C insurance platform software (InsuranceSuite, InsuranceNow, Guidewire Cloud Platform)
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
66 / 100
63 / 100
Moat domains
Supply
Demand, Network, Legal, Supply
Last update
2026-01-02
2026-01-11

Moat coverage

Shared moat types

Capex Knowhow Scale

AMETEK, Inc. strengths

Operational ExcellenceScope Economies

Guidewire Software, Inc. strengths

Switching Costs GeneralLong Term ContractsEcosystem ComplementsSuite BundlingCompliance AdvantageDesign In Qualification

Segment mix

AMETEK, Inc. segments

Full profile >

Electronic Instruments Group (EIG)

Oligopoly

67.1%

Electromechanical Group (EMG)

Competitive

32.9%

Guidewire Software, Inc. segments

Full profile >

Core P&C insurance platform software (InsuranceSuite, InsuranceNow, Guidewire Cloud Platform)

Oligopoly

81.8%

Professional services (implementation, cloud migration, integration)

Competitive

18.2%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.