VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Sunday, January 11, 2026
Stock Comparison
Salesforce, Inc. vs Guidewire Software, Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Salesforce, Inc.
CRM · New York Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Salesforce, Inc.'s moat claims, evidence, and risks.
View CRM analysisGuidewire Software, Inc.
GWRE · New York Stock Exchange
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 analysisComparison highlights
- Moat score gap: Salesforce, Inc. leads (70 / 100 vs 63 / 100 for Guidewire Software, Inc.).
- Segment focus: Salesforce, Inc. has 3 segments (78.9% in CRM Applications Suite (Sales, Service, Platform, Marketing & Commerce)); Guidewire Software, Inc. has 2 segments (81.8% in Core P&C insurance platform software (InsuranceSuite, InsuranceNow, Guidewire Cloud Platform)).
- Moat breadth: Salesforce, Inc. has 6 moat types across 2 domains; Guidewire Software, Inc. has 7 across 4.
Primary market context
Salesforce, Inc.
CRM Applications Suite (Sales, Service, Platform, Marketing & Commerce)
CRM applications (sales, customer service, marketing, digital commerce) delivered as SaaS
Global
Business (SMB to enterprise)
SaaS application & platform vendor
78.9%
Guidewire Software, Inc.
Core P&C insurance platform software (InsuranceSuite, InsuranceNow, Guidewire Cloud Platform)
Property & casualty insurance core systems platforms (policy administration, claims, billing) with cloud delivery
Global
Property & casualty insurers (global carriers to regional/local providers)
Vertical enterprise application vendor / cloud platform operator
81.8%
Side-by-side metrics
Moat coverage
Shared moat types
Salesforce, Inc. strengths
Guidewire Software, Inc. strengths
Segment mix
Salesforce, Inc. segments
Full profile >CRM Applications Suite (Sales, Service, Platform, Marketing & Commerce)
Oligopoly
Integration & Analytics (MuleSoft, Tableau, related subscriptions)
Competitive
Professional Services & Other
Competitive
Guidewire Software, Inc. segments
Full profile >Core P&C insurance platform software (InsuranceSuite, InsuranceNow, Guidewire Cloud Platform)
Oligopoly
Professional services (implementation, cloud migration, integration)
Competitive
Want the full wide moat stocks list?
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View the moat stocks listLooking for expansion-stage stocks?
Proven models entering the expansion stage with unit economics that work.
View expansion-stage stocksCuration & 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.