VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Sunday, January 11, 2026
Stock Comparison
Guidewire Software, Inc. vs Johnson & Johnson
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Guidewire Software, Inc.
GWRE · New York Stock Exchange
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 analysisJohnson & Johnson
JNJ · New York Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Johnson & Johnson's moat claims, evidence, and risks.
View JNJ analysisComparison highlights
- Moat score gap: Guidewire Software, Inc. leads (63 / 100 vs 61 / 100 for Johnson & Johnson).
- Segment focus: Guidewire Software, Inc. has 2 segments (81.8% in Core P&C insurance platform software (InsuranceSuite, InsuranceNow, Guidewire Cloud Platform)); Johnson & Johnson has 2 segments (64.1% in Innovative Medicine).
- Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
- Moat breadth: Guidewire Software, Inc. has 7 moat types across 4 domains; Johnson & Johnson has 5 across 3.
Primary market context
Guidewire Software, Inc.
Core P&C insurance platform software (InsuranceSuite, InsuranceNow, Guidewire Cloud Platform)
Property & casualty insurance core systems platforms (policy administration, claims, billing) with cloud delivery
Global
Property & casualty insurers (global carriers to regional/local providers)
Vertical enterprise application vendor / cloud platform operator
81.8%
Johnson & Johnson
Innovative Medicine
Branded prescription pharmaceuticals (biopharma)
Global
Wholesalers, hospitals, retailers, healthcare professionals, payers
Drug discovery, development, manufacturing, commercialization
64.1%
Side-by-side metrics
Moat coverage
Shared moat types
No overlap yet.
Guidewire Software, Inc. strengths
Johnson & Johnson strengths
Segment mix
Guidewire Software, Inc. segments
Full profile >Core P&C insurance platform software (InsuranceSuite, InsuranceNow, Guidewire Cloud Platform)
Oligopoly
Professional services (implementation, cloud migration, integration)
Competitive
Johnson & Johnson segments
Full profile >Innovative Medicine
Competitive
MedTech
Oligopoly
Want the full wide moat stocks list?
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View the moat stocks listLooking for expansion-stage stocks?
Proven models entering the expansion stage with unit economics that work.
View expansion-stage stocksCuration & 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.