VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Guidewire Software, Inc. vs KONE Oyj

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

KONE Oyj

KNEBV · Nasdaq Helsinki

Market cap (USD)$32.1B
Gross margin (TTM)14%
Operating margin (TTM)11.4%
Net margin (TTM)8.5%
SectorIndustrials
IndustryIndustrial - Machinery
CountryFI
Data as of2026-01-02
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 KONE Oyj's moat claims, evidence, and risks.

View KNEBV analysis

Comparison highlights

  • Moat score: both at 63 / 100.
  • Segment focus: Guidewire Software, Inc. has 2 segments (81.8% in Core P&C insurance platform software (InsuranceSuite, InsuranceNow, Guidewire Cloud Platform)); KONE Oyj has 3 segments (40.6% in New Building Solutions).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Weak.
  • Moat breadth: Guidewire Software, Inc. has 7 moat types across 4 domains; KONE Oyj has 8 across 4.

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%

KONE Oyj

New Building Solutions

Market

Elevator, escalator and automatic building door new equipment (new installations)

Geography

Global

Customer

Property developers and general contractors

Role

OEM + project installation

Revenue share

40.6%

Side-by-side metrics

Guidewire Software, Inc.
KONE Oyj
Ticker / Exchange
GWRE - New York Stock Exchange
KNEBV - Nasdaq Helsinki
Market cap (USD)
$15.7B
$32.1B
Gross margin (TTM)
n/a
14%
Operating margin (TTM)
n/a
11.4%
Net margin (TTM)
n/a
8.5%
Sector
Technology
Industrials
Industry
n/a
Industrial - Machinery
HQ country
US
FI
Primary segment
Core P&C insurance platform software (InsuranceSuite, InsuranceNow, Guidewire Cloud Platform)
New Building Solutions
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
63 / 100
63 / 100
Moat domains
Demand, Network, Legal, Supply
Supply, Financial, Demand, Legal
Last update
2026-01-11
2026-01-02

Moat coverage

Shared moat types

Switching Costs GeneralCompliance AdvantageCapex Knowhow Scale

Guidewire Software, Inc. strengths

Long Term ContractsEcosystem ComplementsSuite BundlingDesign In Qualification

KONE Oyj strengths

Negative Working CapitalInstalled Base ConsumablesData Workflow LockinService Field NetworkOperational Excellence

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%

KONE Oyj segments

Full profile >

New Building Solutions

Oligopoly

40.6%

Service (maintenance & repairs)

Competitive

40.6%

Modernization

Competitive

18.8%

Want the full wide moat stocks list?

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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.