VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 9, 2026

Stock Comparison

YASKAWA Electric Corporation vs CrowdStrike Holdings, Inc.

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

YASKAWA Electric Corporation

6506 · Tokyo Stock Exchange

Market cap (USD)$1.3T
Gross margin (TTM)35.6%
Operating margin (TTM)9.2%
Net margin (TTM)10.7%
SectorIndustrials
IndustryElectrical Equipment & Parts
CountryJP
Data as of2025-12-29
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 YASKAWA Electric Corporation's moat claims, evidence, and risks.

View 6506 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 YASKAWA Electric Corporation).
  • Segment focus: YASKAWA Electric Corporation has 4 segments (44.4% in Motion Control); CrowdStrike Holdings, Inc. has 2 segments (95.1% in Falcon Platform Subscriptions).
  • Moat breadth: YASKAWA Electric Corporation has 8 moat types across 3 domains; CrowdStrike Holdings, Inc. has 5 across 2.

Primary market context

YASKAWA Electric Corporation

Motion Control

Market

Factory automation motion control components (AC servo motors/drives & controllers, AC drives/inverters)

Geography

Global

Customer

Industrial OEMs and end-users (machine builders; semiconductor, electronics, automotive, and general industry plants)

Role

Component manufacturer + maintenance/service provider

Revenue share

44.4%

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

YASKAWA Electric Corporation
CrowdStrike Holdings, Inc.
Ticker / Exchange
6506 - Tokyo Stock Exchange
CRWD - NASDAQ
Market cap (USD)
$1.3T
$113.8B
Gross margin (TTM)
35.6%
74.3%
Operating margin (TTM)
9.2%
-7.9%
Net margin (TTM)
10.7%
-6.9%
Sector
Industrials
Technology
Industry
Electrical Equipment & Parts
Software - Infrastructure
HQ country
JP
US
Primary segment
Motion Control
Falcon Platform Subscriptions
Market structure
Oligopoly
Oligopoly
Market share
16% (reported)
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
2025-12-29
2026-01-05

Moat coverage

Shared moat types

Ecosystem Complements

YASKAWA Electric Corporation strengths

Design In QualificationBrand TrustData Workflow LockinCapex Knowhow ScaleService Field NetworkTurnkey automation project execution know-howOperational Excellence

CrowdStrike Holdings, Inc. strengths

Data Network EffectsSuite BundlingSwitching Costs GeneralReputation Reviews

Segment mix

YASKAWA Electric Corporation segments

Full profile >

Motion Control

Oligopoly

44.4%

Robotics

Oligopoly

44.2%

System Engineering

Competitive

7.1%

Other / Logistics Services

Competitive

4.3%

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.