VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Corteva, Inc. vs Guidewire Software, Inc.

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

Corteva, Inc.

CTVA · New York Stock Exchange

Market cap (USD)$46.4B
Gross margin (TTM)46.1%
Operating margin (TTM)15.3%
Net margin (TTM)9.2%
SectorMaterials
IndustryAgricultural Inputs
CountryUS
Data as of2025-12-28
Moat score
60/ 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 Corteva, Inc.'s moat claims, evidence, and risks.

View CTVA 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: Guidewire Software, Inc. leads (63 / 100 vs 60 / 100 for Corteva, Inc.).
  • Segment focus: Corteva, Inc. has 2 segments (56.5% in Seed); Guidewire Software, Inc. has 2 segments (81.8% in Core P&C insurance platform software (InsuranceSuite, InsuranceNow, Guidewire Cloud Platform)).
  • Moat breadth: Corteva, Inc. has 4 moat types across 3 domains; Guidewire Software, Inc. has 7 across 4.

Primary market context

Corteva, Inc.

Seed

Market

Commercial agricultural seeds and traits (corn, soybean, and other crops)

Geography

Global

Customer

Farmers via agricultural retailers/dealers and distributors

Role

Seed genetics/trait developer + branded seed seller (OEM)

Revenue share

56.5%

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

Corteva, Inc.
Guidewire Software, Inc.
Ticker / Exchange
CTVA - New York Stock Exchange
GWRE - New York Stock Exchange
Market cap (USD)
$46.4B
$15.7B
Gross margin (TTM)
46.1%
n/a
Operating margin (TTM)
15.3%
n/a
Net margin (TTM)
9.2%
n/a
Sector
Materials
Technology
Industry
Agricultural Inputs
n/a
HQ country
US
US
Primary segment
Seed
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
60 / 100
63 / 100
Moat domains
Legal, Supply, Demand
Demand, Network, Legal, Supply
Last update
2025-12-28
2026-01-11

Moat coverage

Shared moat types

Suite Bundling

Corteva, Inc. strengths

IP Choke PointLearning Curve YieldOperational Excellence

Guidewire Software, Inc. strengths

Switching Costs GeneralLong Term ContractsEcosystem ComplementsCompliance AdvantageCapex Knowhow ScaleDesign In Qualification

Segment mix

Corteva, Inc. segments

Full profile >

Seed

Oligopoly

56.5%

Crop Protection

Oligopoly

43.5%

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?

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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.