VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Graco Inc. vs Guidewire Software, Inc.

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

Graco Inc.

GGG · New York Stock Exchange

Market cap (USD)$14.2B
Gross margin (TTM)52.3%
Operating margin (TTM)26.6%
Net margin (TTM)22.7%
SectorIndustrials
IndustryIndustrial - Machinery
CountryUS
Data as of2026-01-05
Moat score
67/ 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 Graco Inc.'s moat claims, evidence, and risks.

View GGG 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: Graco Inc. leads (67 / 100 vs 63 / 100 for Guidewire Software, Inc.).
  • Segment focus: Graco Inc. has 3 segments (49.4% in Contractor); Guidewire Software, Inc. has 2 segments (81.8% in Core P&C insurance platform software (InsuranceSuite, InsuranceNow, Guidewire Cloud Platform)).
  • Moat breadth: Graco Inc. has 7 moat types across 2 domains; Guidewire Software, Inc. has 7 across 4.

Primary market context

Graco Inc.

Contractor

Market

Professional and prosumer paint/coatings application equipment (airless sprayers, texture sprayers, line stripers, plural-component proportioners)

Geography

Global

Customer

Professional contractors and trades; DIY consumers via retail channels

Role

Equipment OEM / brand owner

Revenue share

49.4%

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

Graco Inc.
Guidewire Software, Inc.
Ticker / Exchange
GGG - New York Stock Exchange
GWRE - New York Stock Exchange
Market cap (USD)
$14.2B
$15.7B
Gross margin (TTM)
52.3%
n/a
Operating margin (TTM)
26.6%
n/a
Net margin (TTM)
22.7%
n/a
Sector
Industrials
Technology
Industry
Industrial - Machinery
n/a
HQ country
US
US
Primary segment
Contractor
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
67 / 100
63 / 100
Moat domains
Demand, Supply
Demand, Network, Legal, Supply
Last update
2026-01-05
2026-01-11

Moat coverage

Shared moat types

Design In Qualification

Graco Inc. strengths

Brand TrustDistribution ControlOperational ExcellenceService Field NetworkInstalled Base ConsumablesScope Economies

Guidewire Software, Inc. strengths

Switching Costs GeneralLong Term ContractsEcosystem ComplementsSuite BundlingCompliance AdvantageCapex Knowhow Scale

Segment mix

Graco Inc. segments

Full profile >

Contractor

Oligopoly

49.4%

Industrial

Oligopoly

43.1%

Expansion Markets

Competitive

7.5%

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?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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Looking for expansion-stage stocks?

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.