VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Global Payments Inc. vs Verisk Analytics, Inc.

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

Global Payments Inc.

GPN · New York Stock Exchange

Market cap (USD)$18.8B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorFinancials
Industry
CountryUS
Data as of2026-01-10
Moat score
62/ 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 Global Payments Inc.'s moat claims, evidence, and risks.

View GPN analysis

Verisk Analytics, Inc.

VRSK · NASDAQ Global Select Market

Market cap (USD)$31.3B
Gross margin (TTM)69.6%
Operating margin (TTM)44.5%
Net margin (TTM)30.4%
SectorIndustrials
IndustryConsulting Services
CountryUS
Data as of2025-12-30
Moat score
87/ 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 Verisk Analytics, Inc.'s moat claims, evidence, and risks.

View VRSK analysis

Comparison highlights

  • Moat score gap: Verisk Analytics, Inc. leads (87 / 100 vs 62 / 100 for Global Payments Inc.).
  • Segment focus: Global Payments Inc. has 2 segments (76.1% in Merchant Solutions); Verisk Analytics, Inc. has 2 segments (70.2% in Underwriting Solutions).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Global Payments Inc. has 6 moat types across 4 domains; Verisk Analytics, Inc. has 6 across 3.

Primary market context

Global Payments Inc.

Merchant Solutions

Market

Merchant acquiring and integrated payments (card-present and e-commerce)

Geography

Global

Customer

Merchants (SMB to enterprise) and software platforms

Role

Acquirer and payment processor

Revenue share

76.1%

Verisk Analytics, Inc.

Underwriting Solutions

Market

Property and casualty insurance underwriting content and analytics (forms and rules and loss costs, underwriting data and catastrophe and weather risk)

Geography

Primarily U.S. (with growing international offerings)

Customer

P&C insurers (personal and commercial lines)

Role

Insurance data and analytics and standards and content provider

Revenue share

70.2%

Side-by-side metrics

Global Payments Inc.
Verisk Analytics, Inc.
Ticker / Exchange
GPN - New York Stock Exchange
VRSK - NASDAQ Global Select Market
Market cap (USD)
$18.8B
$31.3B
Gross margin (TTM)
n/a
69.6%
Operating margin (TTM)
n/a
44.5%
Net margin (TTM)
n/a
30.4%
Sector
Financials
Industrials
Industry
n/a
Consulting Services
HQ country
US
US
Primary segment
Merchant Solutions
Underwriting Solutions
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
62 / 100
87 / 100
Moat domains
Network, Demand, Supply, Legal
Network, Legal, Demand
Last update
2026-01-10
2025-12-30

Moat coverage

Shared moat types

Ecosystem ComplementsData Workflow LockinCompliance Advantage

Global Payments Inc. strengths

Scale Economies Unit CostLong Term ContractsSwitching Costs General

Verisk Analytics, Inc. strengths

De Facto StandardFormat Lock InData Network Effects

Segment mix

Global Payments Inc. segments

Full profile >

Merchant Solutions

Competitive

76.1%

Issuer Solutions

Oligopoly

24.6%

Verisk Analytics, Inc. segments

Full profile >

Underwriting Solutions

Oligopoly

70.2%

Claims Solutions

Oligopoly

29.8%

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.