VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

OMRON Corporation vs CrowdStrike Holdings, Inc.

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

OMRON Corporation

6645 · Tokyo Stock Exchange

Market cap (USD)$791.8B
Gross margin (TTM)43.8%
Operating margin (TTM)6.4%
Net margin (TTM)3.5%
SectorIndustrials
IndustryHardware, Equipment & Parts
CountryJP
Data as of2025-12-30
Moat score
59/ 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 OMRON Corporation's moat claims, evidence, and risks.

View 6645 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 59 / 100 for OMRON Corporation).
  • Segment focus: OMRON Corporation has 5 segments (45% in Industrial Automation Business (IAB)); CrowdStrike Holdings, Inc. has 2 segments (95.1% in Falcon Platform Subscriptions).
  • Moat breadth: OMRON Corporation has 7 moat types across 4 domains; CrowdStrike Holdings, Inc. has 5 across 2.

Primary market context

OMRON Corporation

Industrial Automation Business (IAB)

Market

Industrial automation components and factory automation solutions (sensors, controllers, safety, robotics, OT/IT services)

Geography

Global

Customer

Manufacturers and machine builders (B2B)

Role

Automation supplier + solutions/services provider

Revenue share

45%

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

OMRON Corporation
CrowdStrike Holdings, Inc.
Ticker / Exchange
6645 - Tokyo Stock Exchange
CRWD - NASDAQ
Market cap (USD)
$791.8B
$113.8B
Gross margin (TTM)
43.8%
74.3%
Operating margin (TTM)
6.4%
-7.9%
Net margin (TTM)
3.5%
-6.9%
Sector
Industrials
Technology
Industry
Hardware, Equipment & Parts
Software - Infrastructure
HQ country
JP
US
Primary segment
Industrial Automation Business (IAB)
Falcon Platform Subscriptions
Market structure
Oligopoly
Oligopoly
Market share
n/a
17.7% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
59 / 100
80 / 100
Moat domains
Supply, Demand, Legal, Network
Network, Demand
Last update
2025-12-30
2026-01-05

Moat coverage

Shared moat types

Data Network Effects

OMRON Corporation strengths

Service Field NetworkData Workflow LockinBrand TrustCompliance AdvantageProcurement InertiaLearning Curve Yield

CrowdStrike Holdings, Inc. strengths

Ecosystem ComplementsSuite BundlingSwitching Costs GeneralReputation Reviews

Segment mix

OMRON Corporation segments

Full profile >

Industrial Automation Business (IAB)

Oligopoly

45%

Healthcare Business (HCB)

Competitive

18.2%

Social Systems, Solutions and Service Business (SSB)

Oligopoly

18.2%

Device and Module Solutions Business (DMB)

Competitive

13.2%

Data Solution Business (DSB)

Oligopoly

5.3%

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?

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.