VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Thursday, January 8, 2026
Stock Comparison
Airbnb, Inc. vs CrowdStrike Holdings, Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Airbnb, Inc.
ABNB · NASDAQ
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Airbnb, Inc.'s moat claims, evidence, and risks.
View ABNB analysisCrowdStrike Holdings, Inc.
CRWD · NASDAQ
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 analysisComparison highlights
- Moat score gap: CrowdStrike Holdings, Inc. leads (80 / 100 vs 69 / 100 for Airbnb, Inc.).
- Segment focus: Airbnb, Inc. has 1 segment (100% in Airbnb Marketplace); 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: Airbnb, Inc. has 4 moat types across 3 domains; CrowdStrike Holdings, Inc. has 5 across 2.
Primary market context
Airbnb, Inc.
Airbnb Marketplace
Online marketplace for short-term accommodations and experiences
Global
Hosts (supply) and guests (demand)
Marketplace / platform operator
100%
CrowdStrike Holdings, Inc.
Falcon Platform Subscriptions
Cloud-native endpoint, workload and identity protection / XDR cybersecurity platforms
Global
Enterprises, SMBs, and public sector organizations (end-users via direct sales and channel partners)
SaaS cybersecurity platform vendor
95.1%
Side-by-side metrics
Moat coverage
Shared moat types
Airbnb, Inc. strengths
CrowdStrike Holdings, Inc. strengths
Segment mix
Airbnb, Inc. segments
Full profile >Airbnb Marketplace
Competitive
CrowdStrike Holdings, Inc. segments
Full profile >Falcon Platform Subscriptions
Oligopoly
Professional Services (Incident Response & Proactive Services)
Competitive
Want the full wide moat stocks list?
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View the moat stocks listLooking for expansion-stage stocks?
Proven models entering the expansion stage with unit economics that work.
View expansion-stage stocksCuration & 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.