VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Friday, January 9, 2026

Stock Comparison

Advantech Co., Ltd. vs CrowdStrike Holdings, Inc.

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

Advantech Co., Ltd.

2395 · Taiwan Stock Exchange

Market cap (USD)$248.8B
Gross margin (TTM)39.8%
Operating margin (TTM)16.2%
Net margin (TTM)14.6%
SectorTechnology
IndustryComputer Hardware
CountryTW
Data as of2025-12-28
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 Advantech Co., Ltd.'s moat claims, evidence, and risks.

View 2395 analysis

CrowdStrike Holdings, Inc.

CRWD · NASDAQ

Market cap (USD)$113.8B
Gross margin (TTM)74.3%
Operating margin (TTM)-7.9%
Net margin (TTM)-6.9%
SectorTechnology
IndustrySoftware - Infrastructure
CountryUS
Data as of2026-01-05
Moat score
80/ 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 CrowdStrike Holdings, Inc.'s moat claims, evidence, and risks.

View CRWD analysis

Comparison highlights

  • Moat score gap: CrowdStrike Holdings, Inc. leads (80 / 100 vs 62 / 100 for Advantech Co., Ltd.).
  • Segment focus: Advantech Co., Ltd. has 3 segments (49% in Industrial Computer and Industrial Control); CrowdStrike Holdings, Inc. has 2 segments (95.1% in Falcon Platform Subscriptions).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Advantech Co., Ltd. has 5 moat types across 3 domains; CrowdStrike Holdings, Inc. has 5 across 2.

Primary market context

Advantech Co., Ltd.

Industrial Computer and Industrial Control

Market

Industrial PCs and industrial control computing (industrial automation, edge industrial computing)

Geography

Global

Customer

Industrial enterprises, system integrators, and industrial OEMs

Role

Industrial computing OEM + solution integrator

Revenue share

49%

CrowdStrike Holdings, Inc.

Falcon Platform Subscriptions

Market

Cloud-native endpoint, workload and identity protection / XDR cybersecurity platforms

Geography

Global

Customer

Enterprises, SMBs, and public sector organizations (end-users via direct sales and channel partners)

Role

SaaS cybersecurity platform vendor

Revenue share

95.1%

Side-by-side metrics

Advantech Co., Ltd.
CrowdStrike Holdings, Inc.
Ticker / Exchange
2395 - Taiwan Stock Exchange
CRWD - NASDAQ
Market cap (USD)
$248.8B
$113.8B
Gross margin (TTM)
39.8%
74.3%
Operating margin (TTM)
16.2%
-7.9%
Net margin (TTM)
14.6%
-6.9%
Sector
Technology
Technology
Industry
Computer Hardware
Software - Infrastructure
HQ country
TW
US
Primary segment
Industrial Computer and Industrial Control
Falcon Platform Subscriptions
Market structure
Competitive
Oligopoly
Market share
n/a
17.7% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
62 / 100
80 / 100
Moat domains
Demand, Supply, Network
Network, Demand
Last update
2025-12-28
2026-01-05

Moat coverage

Shared moat types

Ecosystem Complements

Advantech Co., Ltd. strengths

Design In QualificationService Field NetworkData Workflow LockinInstalled Base Consumables

CrowdStrike Holdings, Inc. strengths

Data Network EffectsSuite BundlingSwitching Costs GeneralReputation Reviews

Segment mix

Advantech Co., Ltd. segments

Full profile >

Industrial Computer and Industrial Control

Competitive

49%

Embedded Boards and Chassis

Competitive

41%

After-sales Service and Others

Competitive

10%

CrowdStrike Holdings, Inc. segments

Full profile >

Falcon Platform Subscriptions

Oligopoly

95.1%

Professional Services (Incident Response & Proactive Services)

Competitive

4.9%

Want the full wide moat stocks list?

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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.