VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Entegris, Inc. vs Guidewire Software, Inc.

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

Entegris, Inc.

ENTG · The Nasdaq Global Select Market

Market cap (USD)$15.6B
Gross margin (TTM)44.9%
Operating margin (TTM)15.6%
Net margin (TTM)9%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2025-12-26
Moat score
79/ 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 Entegris, Inc.'s moat claims, evidence, and risks.

View ENTG 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: Entegris, Inc. leads (79 / 100 vs 63 / 100 for Guidewire Software, Inc.).
  • Segment focus: Entegris, Inc. has 2 segments (56.9% in Advanced Purity Solutions); Guidewire Software, Inc. has 2 segments (81.8% in Core P&C insurance platform software (InsuranceSuite, InsuranceNow, Guidewire Cloud Platform)).
  • Moat breadth: Entegris, Inc. has 4 moat types across 2 domains; Guidewire Software, Inc. has 7 across 4.

Primary market context

Entegris, Inc.

Advanced Purity Solutions

Market

Semiconductor contamination control & purity infrastructure (liquid/gas filtration & purification, microenvironments, fluid management/materials handling)

Geography

Global

Customer

Semiconductor fabs, chemical manufacturers, and OEMs

Role

Contamination-control and materials-handling solutions supplier

Revenue share

56.9%

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

Entegris, Inc.
Guidewire Software, Inc.
Ticker / Exchange
ENTG - The Nasdaq Global Select Market
GWRE - New York Stock Exchange
Market cap (USD)
$15.6B
$15.7B
Gross margin (TTM)
44.9%
n/a
Operating margin (TTM)
15.6%
n/a
Net margin (TTM)
9%
n/a
Sector
Technology
Technology
Industry
Semiconductors
n/a
HQ country
US
US
Primary segment
Advanced Purity Solutions
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
79 / 100
63 / 100
Moat domains
Demand, Supply
Demand, Network, Legal, Supply
Last update
2025-12-26
2026-01-11

Moat coverage

Shared moat types

Design In Qualification

Entegris, Inc. strengths

Learning Curve YieldInstalled Base ConsumablesService Field Network

Guidewire Software, Inc. strengths

Switching Costs GeneralLong Term ContractsEcosystem ComplementsSuite BundlingCompliance AdvantageCapex Knowhow Scale

Segment mix

Entegris, Inc. segments

Full profile >

Materials Solutions

Oligopoly

43.1%

Advanced Purity Solutions

Oligopoly

56.9%

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.

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.