VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Oriental Land Co., Ltd. vs CrowdStrike Holdings, Inc.

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

Oriental Land Co., Ltd.

4661 · Tokyo Stock Exchange

Market cap (USD)$4.7T
Gross margin (TTM)40.1%
Operating margin (TTM)25.4%
Net margin (TTM)18.2%
SectorConsumer
IndustryLeisure
CountryJP
Data as of2025-12-30
Moat score
95/ 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 Oriental Land Co., Ltd.'s moat claims, evidence, and risks.

View 4661 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: Oriental Land Co., Ltd. leads (95 / 100 vs 80 / 100 for CrowdStrike Holdings, Inc.).
  • Segment focus: Oriental Land Co., Ltd. has 3 segments (81.3% in Theme Park Segment); CrowdStrike Holdings, Inc. has 2 segments (95.1% in Falcon Platform Subscriptions).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Oriental Land Co., Ltd. has 5 moat types across 4 domains; CrowdStrike Holdings, Inc. has 5 across 2.

Primary market context

Oriental Land Co., Ltd.

Theme Park Segment

Market

Large-scale destination theme parks in Japan (Tokyo Disney Resort parks: Tokyo Disneyland and Tokyo DisneySea)

Geography

Japan (with inbound tourism)

Customer

Consumers (domestic residents and inbound tourists), plus group/agency channels

Role

Owner/operator of theme parks under licensed IP

Revenue share

81.3%

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

Oriental Land Co., Ltd.
CrowdStrike Holdings, Inc.
Ticker / Exchange
4661 - Tokyo Stock Exchange
CRWD - NASDAQ
Market cap (USD)
$4.7T
$113.8B
Gross margin (TTM)
40.1%
74.3%
Operating margin (TTM)
25.4%
-7.9%
Net margin (TTM)
18.2%
-6.9%
Sector
Consumer
Technology
Industry
Leisure
Software - Infrastructure
HQ country
JP
US
Primary segment
Theme Park Segment
Falcon Platform Subscriptions
Market structure
Duopoly
Oligopoly
Market share
62%-65% (implied)
17.7% (reported)
HHI estimate
5,349
n/a
Pricing power
Strong
Moderate
Moat score
95 / 100
80 / 100
Moat domains
Legal, Demand, Supply, Network
Network, Demand
Last update
2025-12-30
2026-01-05

Moat coverage

Shared moat types

Ecosystem Complements

Oriental Land Co., Ltd. strengths

Content Rights CurrencyBrand TrustCapex Knowhow ScaleDistribution Control

CrowdStrike Holdings, Inc. strengths

Data Network EffectsSuite BundlingSwitching Costs GeneralReputation Reviews

Segment mix

Oriental Land Co., Ltd. segments

Full profile >

Theme Park Segment

Duopoly

81.3%

Hotel Business Segment

Oligopoly

16.2%

Other Business Segment

Competitive

2.5%

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?

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.

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.