VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Accenture plc vs CrowdStrike Holdings, Inc.

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

Accenture plc

ACN · New York Stock Exchange

Market cap (USD)$164.5B
Gross margin (TTM)31.9%
Operating margin (TTM)14.8%
Net margin (TTM)10.8%
SectorTechnology
IndustryInformation Technology Services
CountryIE
Data as of2025-12-30
Moat score
66/ 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 Accenture plc's moat claims, evidence, and risks.

View ACN 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 66 / 100 for Accenture plc).
  • Segment focus: Accenture plc has 2 segments (50.4% in Consulting); CrowdStrike Holdings, Inc. has 2 segments (95.1% in Falcon Platform Subscriptions).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: n/a vs Moderate.
  • Moat breadth: Accenture plc has 7 moat types across 3 domains; CrowdStrike Holdings, Inc. has 5 across 2.

Primary market context

Accenture plc

Consulting

Market

Enterprise consulting (strategy, management, technology consulting and technology integration consulting)

Geography

Global

Customer

Enterprises and public sector organizations

Role

Advisor and systems integrator / implementation partner

Revenue share

50.4%

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

Accenture plc
CrowdStrike Holdings, Inc.
Ticker / Exchange
ACN - New York Stock Exchange
CRWD - NASDAQ
Market cap (USD)
$164.5B
$113.8B
Gross margin (TTM)
31.9%
74.3%
Operating margin (TTM)
14.8%
-7.9%
Net margin (TTM)
10.8%
-6.9%
Sector
Technology
Technology
Industry
Information Technology Services
Software - Infrastructure
HQ country
IE
US
Primary segment
Consulting
Falcon Platform Subscriptions
Market structure
Competitive
Oligopoly
Market share
n/a
17.7% (reported)
HHI estimate
n/a
n/a
Pricing power
n/a
Moderate
Moat score
66 / 100
80 / 100
Moat domains
Demand, Supply, Network
Network, Demand
Last update
2025-12-30
2026-01-05

Moat coverage

Shared moat types

Suite BundlingSwitching Costs GeneralEcosystem Complements

Accenture plc strengths

Brand TrustProcurement InertiaService Field NetworkLong Term Contracts

CrowdStrike Holdings, Inc. strengths

Data Network EffectsReputation Reviews

Segment mix

Accenture plc segments

Full profile >

Consulting

Competitive

50.4%

Managed Services

Oligopoly

49.6%

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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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.