VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Chubb Limited vs SoFi Technologies, 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)$124.5B
Gross margin (TTM)35.2%
Operating margin (TTM)18.6%
Net margin (TTM)18.5%
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

SoFi Technologies, Inc.

SOFI · The Nasdaq Stock Market LLC

Market cap (USD)$20.9B
Gross margin (TTM)76%
Operating margin (TTM)12.6%
Net margin (TTM)11.2%
SectorFinancials
IndustryFinancial - Credit Services
CountryUS
Data as of2026-05-01
Moat score
58/ 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 SoFi Technologies, Inc.'s moat claims, evidence, and risks.

View SOFI analysis

Comparison highlights

  • Moat score gap: Chubb Limited leads (68 / 100 vs 58 / 100 for SoFi Technologies, Inc.).
  • Segment focus: Chubb Limited has 6 segments (40% in North America Commercial P&C Insurance); SoFi Technologies, Inc. has 3 segments (49.9% in Lending).
  • Moat breadth: Chubb Limited has 6 moat types across 4 domains; SoFi Technologies, Inc. has 7 across 5.

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%

SoFi Technologies, Inc.

Lending

Market

U.S. unsecured personal loans, with student-loan and home-loan adjacencies

Geography

United States

Customer

Prime and super-prime consumer borrowers, home borrowers, student-loan borrowers, and loan-capital partners

Role

Digital loan originator, balance-sheet lender, loan servicer, and loan-platform origination partner

Revenue share

49.9%

Side-by-side metrics

Chubb Limited
SoFi Technologies, Inc.
Ticker / Exchange
CB - New York Stock Exchange
SOFI - The Nasdaq Stock Market LLC
Market cap (USD)
$124.5B
$20.9B
Gross margin (TTM)
35.2%
76%
Operating margin (TTM)
18.6%
12.6%
Net margin (TTM)
18.5%
11.2%
Sector
Financials
Financials
Industry
Insurance - Property & Casualty
Financial - Credit Services
HQ country
CH
US
Primary segment
North America Commercial P&C Insurance
Lending
Market structure
Competitive
Competitive
Market share
n/a
8%-8.6% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
68 / 100
58 / 100
Moat domains
Supply, Demand, Legal, Financial
Financial, Supply, Demand, Legal, Network
Last update
2026-01-04
2026-05-01

Moat coverage

Shared moat types

Cost Of Capital Advantage

Chubb Limited strengths

Distribution ControlOperational ExcellenceBrand TrustCompliance AdvantageInstalled Base Consumables

SoFi Technologies, Inc. strengths

Underwriting Risk PoolingScope EconomiesData Workflow LockinConcession LicenseSwitching Costs GeneralInteroperability Hub

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%

SoFi Technologies, Inc. segments

Full profile >

Lending

Competitive

49.9%

Financial Services

Competitive

40%

Technology Platform

Competitive

10.1%

Want the full wide moat stocks list?

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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.