VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Keyence Corporation vs CrowdStrike Holdings, Inc.

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

Keyence Corporation

6861.T · Tokyo Stock Exchange

Market cap (USD)$13.9T
Gross margin (TTM)83.1%
Operating margin (TTM)51.2%
Net margin (TTM)37.6%
SectorTechnology
IndustryHardware, Equipment & Parts
CountryJP
Data as of2026-01-02
Moat score
73/ 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 Keyence Corporation's moat claims, evidence, and risks.

View 6861.T 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 73 / 100 for Keyence Corporation).
  • Segment focus: Keyence Corporation has 3 segments; CrowdStrike Holdings, Inc. has 2 segments (95.1% in Falcon Platform Subscriptions).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Keyence Corporation has 7 moat types across 2 domains; CrowdStrike Holdings, Inc. has 5 across 2.

Primary market context

Keyence Corporation

Sensors & Safety/Static Control

Market

Industrial sensors and safety/static control for factory automation

Geography

Global

Customer

Manufacturers (production/automation teams) and machine builders

Role

Component OEM and application-solution provider

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

Keyence Corporation
CrowdStrike Holdings, Inc.
Ticker / Exchange
6861.T - Tokyo Stock Exchange
CRWD - NASDAQ
Market cap (USD)
$13.9T
$113.8B
Gross margin (TTM)
83.1%
74.3%
Operating margin (TTM)
51.2%
-7.9%
Net margin (TTM)
37.6%
-6.9%
Sector
Technology
Technology
Industry
Hardware, Equipment & Parts
Software - Infrastructure
HQ country
JP
US
Primary segment
Sensors & Safety/Static Control
Falcon Platform Subscriptions
Market structure
Oligopoly
Oligopoly
Market share
n/a
17.7% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
73 / 100
80 / 100
Moat domains
Supply, Demand
Network, Demand
Last update
2026-01-02
2026-01-05

Moat coverage

Shared moat types

No overlap yet.

Keyence Corporation strengths

Service Field NetworkDesign In QualificationLearning Curve YieldOperational ExcellenceDistribution ControlScope EconomiesBrand Trust

CrowdStrike Holdings, Inc. strengths

Data Network EffectsEcosystem ComplementsSuite BundlingSwitching Costs GeneralReputation Reviews

Segment mix

Keyence Corporation segments

Full profile >

Sensors & Safety/Static Control

Oligopoly

n/a

Machine Vision, Code Reading & Laser Marking

Oligopoly

n/a

Metrology & Microscopes

Oligopoly

n/a

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.