VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Chubb Limited vs Guidewire Software, Inc.

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

Chubb Limited

CB · New York Stock Exchange

Market cap (USD)$122.8B
Gross margin (TTM)28.5%
Operating margin (TTM)21.1%
Net margin (TTM)16.5%
SectorFinancials
IndustryInsurance - Property & Casualty
CountryCH
Data as of2026-01-04
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 Chubb Limited's moat claims, evidence, and risks.

View CB 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: Chubb Limited leads (68 / 100 vs 63 / 100 for Guidewire Software, Inc.).
  • Segment focus: Chubb Limited has 6 segments (40% in North America Commercial P&C Insurance); Guidewire Software, Inc. has 2 segments (81.8% in Core P&C insurance platform software (InsuranceSuite, InsuranceNow, Guidewire Cloud Platform)).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Chubb Limited has 6 moat types across 4 domains; Guidewire Software, Inc. has 7 across 4.

Primary market context

Chubb Limited

North America Commercial P&C Insurance

Market

Commercial property & casualty and corporate accident & health insurance

Geography

North America

Customer

Businesses and institutions (middle market to large corporates); specialty commercial

Role

Primary insurer / underwriter

Revenue share

40%

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

Chubb Limited
Guidewire Software, Inc.
Ticker / Exchange
CB - New York Stock Exchange
GWRE - New York Stock Exchange
Market cap (USD)
$122.8B
$15.7B
Gross margin (TTM)
28.5%
n/a
Operating margin (TTM)
21.1%
n/a
Net margin (TTM)
16.5%
n/a
Sector
Financials
Technology
Industry
Insurance - Property & Casualty
n/a
HQ country
CH
US
Primary segment
North America Commercial P&C Insurance
Core P&C insurance platform software (InsuranceSuite, InsuranceNow, Guidewire Cloud Platform)
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
68 / 100
63 / 100
Moat domains
Supply, Demand, Legal, Financial
Demand, Network, Legal, Supply
Last update
2026-01-04
2026-01-11

Moat coverage

Shared moat types

Compliance Advantage

Chubb Limited strengths

Distribution ControlOperational ExcellenceBrand TrustCost Of Capital AdvantageInstalled Base Consumables

Guidewire Software, Inc. strengths

Switching Costs GeneralLong Term ContractsEcosystem ComplementsSuite BundlingCapex Knowhow ScaleDesign In Qualification

Segment mix

Chubb Limited segments

Full profile >

North America Commercial P&C Insurance

Competitive

40%

North America Personal P&C Insurance

Oligopoly

12%

North America Agricultural Insurance

Oligopoly

5%

Overseas General Insurance

Competitive

27%

Global Reinsurance

Oligopoly

3%

Life Insurance

Competitive

13%

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

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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.