VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Brookfield Corporation vs Guidewire Software, Inc.

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

Brookfield Corporation

BN · New York Stock Exchange

Market cap (USD)$107B
Gross margin (TTM)34.5%
Operating margin (TTM)24.1%
Net margin (TTM)1.3%
SectorFinancials
IndustryAsset Management
CountryCA
Data as of2026-01-05
Moat score
65/ 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 Brookfield Corporation's moat claims, evidence, and risks.

View BN 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: Brookfield Corporation leads (65 / 100 vs 63 / 100 for Guidewire Software, Inc.).
  • Segment focus: Brookfield Corporation has 6 segments; Guidewire Software, Inc. has 2 segments (81.8% in Core P&C insurance platform software (InsuranceSuite, InsuranceNow, Guidewire Cloud Platform)).
  • Moat breadth: Brookfield Corporation has 10 moat types across 5 domains; Guidewire Software, Inc. has 7 across 4.

Primary market context

Brookfield Corporation

Asset Management

Market

Alternative asset management (private markets: infrastructure, renewables, private equity, real estate, credit)

Geography

Global

Customer

Institutional investors and private wealth channels

Role

General partner (GP) / asset manager

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

Brookfield Corporation
Guidewire Software, Inc.
Ticker / Exchange
BN - New York Stock Exchange
GWRE - New York Stock Exchange
Market cap (USD)
$107B
$15.7B
Gross margin (TTM)
34.5%
n/a
Operating margin (TTM)
24.1%
n/a
Net margin (TTM)
1.3%
n/a
Sector
Financials
Technology
Industry
Asset Management
n/a
HQ country
CA
US
Primary segment
Asset Management
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
Moderate
Moderate
Moat score
65 / 100
63 / 100
Moat domains
Demand, Network, Financial, Supply, Legal
Demand, Network, Legal, Supply
Last update
2026-01-05
2026-01-11

Moat coverage

Shared moat types

Long Term ContractsEcosystem ComplementsCapex Knowhow Scale

Brookfield Corporation strengths

Brand TrustFloat PrepaymentCost Of Capital AdvantagePermits Rights Of WayPhysical Network DensityOperational ExcellenceGeographic Natural

Guidewire Software, Inc. strengths

Switching Costs GeneralSuite BundlingCompliance AdvantageDesign In Qualification

Segment mix

Brookfield Corporation segments

Full profile >

Asset Management

Oligopoly

n/a

Wealth Solutions (Insurance)

Competitive

n/a

Renewable Power and Transition

Competitive

n/a

Infrastructure

Oligopoly

n/a

Private Equity (Operating Businesses)

Competitive

n/a

Real Estate

Competitive

n/a

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.

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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.