VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Guidewire Software, Inc. vs Honeywell International Inc.

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

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

Honeywell International Inc.

HON · The Nasdaq Stock Market LLC

Market cap (USD)$131.7B
Gross margin (TTM)37.1%
Operating margin (TTM)19.3%
Net margin (TTM)15.1%
SectorIndustrials
IndustryConglomerates
CountryUS
Data as of2026-01-02
Moat score
58/ 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 Honeywell International Inc.'s moat claims, evidence, and risks.

View HON analysis

Comparison highlights

  • Moat score gap: Guidewire Software, Inc. leads (63 / 100 vs 58 / 100 for Honeywell International Inc.).
  • Segment focus: Guidewire Software, Inc. has 2 segments (81.8% in Core P&C insurance platform software (InsuranceSuite, InsuranceNow, Guidewire Cloud Platform)); Honeywell International Inc. has 4 segments (40.2% in Aerospace Technologies).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Guidewire Software, Inc. has 7 moat types across 4 domains; Honeywell International Inc. has 9 across 2.

Primary market context

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%

Honeywell International Inc.

Aerospace Technologies

Market

Aerospace systems, avionics, propulsion & aftermarket MRO services

Geography

Global

Customer

Aircraft OEMs, airlines/operators, defense & space contractors

Role

Tier-1 supplier + aftermarket service provider

Revenue share

40.2%

Side-by-side metrics

Guidewire Software, Inc.
Honeywell International Inc.
Ticker / Exchange
GWRE - New York Stock Exchange
HON - The Nasdaq Stock Market LLC
Market cap (USD)
$15.7B
$131.7B
Gross margin (TTM)
n/a
37.1%
Operating margin (TTM)
n/a
19.3%
Net margin (TTM)
n/a
15.1%
Sector
Technology
Industrials
Industry
n/a
Conglomerates
HQ country
US
US
Primary segment
Core P&C insurance platform software (InsuranceSuite, InsuranceNow, Guidewire Cloud Platform)
Aerospace Technologies
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
63 / 100
58 / 100
Moat domains
Demand, Network, Legal, Supply
Demand, Legal
Last update
2026-01-11
2026-01-02

Moat coverage

Shared moat types

Switching Costs GeneralLong Term ContractsSuite BundlingDesign In Qualification

Guidewire Software, Inc. strengths

Ecosystem ComplementsCompliance AdvantageCapex Knowhow Scale

Honeywell International Inc. strengths

Installed Base ConsumablesRegulated Standards PipeData Workflow LockinBrand TrustIP Choke Point

Segment mix

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%

Honeywell International Inc. segments

Full profile >

Aerospace Technologies

Oligopoly

40.2%

Industrial Automation

Competitive

26.1%

Building Automation

Oligopoly

17%

Energy and Sustainability Solutions

Oligopoly

16.7%

Want the full wide moat stocks list?

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

View the moat stocks list

Looking for expansion-stage stocks?

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.