VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 9, 2026

Stock Comparison

Airbus SE vs CrowdStrike Holdings, Inc.

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

Airbus SE

AIR · Euronext Paris

Market cap (USD)$164.9B
Gross margin (TTM)15.5%
Operating margin (TTM)7.8%
Net margin (TTM)7%
SectorIndustrials
IndustryAerospace & Defense
CountryNL
Data as of2026-01-01
Moat score
91/ 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 Airbus SE's moat claims, evidence, and risks.

View AIR 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: Airbus SE leads (91 / 100 vs 80 / 100 for CrowdStrike Holdings, Inc.).
  • Segment focus: Airbus SE has 3 segments (71.7% in Commercial Aircraft); CrowdStrike Holdings, Inc. has 2 segments (95.1% in Falcon Platform Subscriptions).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Airbus SE has 5 moat types across 3 domains; CrowdStrike Holdings, Inc. has 5 across 2.

Primary market context

Airbus SE

Commercial Aircraft

Market

Large commercial jet aircraft manufacturing (narrowbody and widebody)

Geography

Global

Customer

Airlines and aircraft lessors

Role

OEM / integrator

Revenue share

71.7%

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

Airbus SE
CrowdStrike Holdings, Inc.
Ticker / Exchange
AIR - Euronext Paris
CRWD - NASDAQ
Market cap (USD)
$164.9B
$113.8B
Gross margin (TTM)
15.5%
74.3%
Operating margin (TTM)
7.8%
-7.9%
Net margin (TTM)
7%
-6.9%
Sector
Industrials
Technology
Industry
Aerospace & Defense
Software - Infrastructure
HQ country
NL
US
Primary segment
Commercial Aircraft
Falcon Platform Subscriptions
Market structure
Duopoly
Oligopoly
Market share
68.8% (implied)
17.7% (reported)
HHI estimate
5,704
n/a
Pricing power
Moderate
Moderate
Moat score
91 / 100
80 / 100
Moat domains
Supply, Demand, Legal
Network, Demand
Last update
2026-01-01
2026-01-05

Moat coverage

Shared moat types

No overlap yet.

Airbus SE strengths

Capex Knowhow ScaleTraining Org Change CostsLong Term ContractsService Field NetworkGovernment Contracting Relationships

CrowdStrike Holdings, Inc. strengths

Data Network EffectsEcosystem ComplementsSuite BundlingSwitching Costs GeneralReputation Reviews

Segment mix

Airbus SE segments

Full profile >

Commercial Aircraft

Duopoly

71.7%

Helicopters

Oligopoly

11.2%

Defence and Space

Oligopoly

17.1%

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.