VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 9, 2026

Stock Comparison

AMETEK, Inc. vs CrowdStrike Holdings, Inc.

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

AMETEK, Inc.

AME · New York Stock Exchange

Market cap (USD)$48.8B
Gross margin (TTM)36.2%
Operating margin (TTM)26.2%
Net margin (TTM)20.5%
SectorIndustrials
IndustryIndustrial - Machinery
CountryUS
Data as of2026-01-02
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 AMETEK, Inc.'s moat claims, evidence, and risks.

View AME 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 AMETEK, Inc.).
  • Segment focus: AMETEK, Inc. has 2 segments (67.1% in Electronic Instruments Group (EIG)); 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: AMETEK, Inc. has 3 moat types across 1 domains; CrowdStrike Holdings, Inc. has 5 across 2.

Primary market context

AMETEK, Inc.

Electronic Instruments Group (EIG)

Market

Advanced analytical, test and measurement instruments

Geography

Global

Customer

B2B (process, industrial, aerospace, medical, research)

Role

Instrument/OEM supplier

Revenue share

67.1%

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

AMETEK, Inc.
CrowdStrike Holdings, Inc.
Ticker / Exchange
AME - New York Stock Exchange
CRWD - NASDAQ
Market cap (USD)
$48.8B
$113.8B
Gross margin (TTM)
36.2%
74.3%
Operating margin (TTM)
26.2%
-7.9%
Net margin (TTM)
20.5%
-6.9%
Sector
Industrials
Technology
Industry
Industrial - Machinery
Software - Infrastructure
HQ country
US
US
Primary segment
Electronic Instruments Group (EIG)
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
66 / 100
80 / 100
Moat domains
Supply
Network, Demand
Last update
2026-01-02
2026-01-05

Moat coverage

Shared moat types

No overlap yet.

AMETEK, Inc. strengths

Capex Knowhow ScaleOperational ExcellenceScope Economies

CrowdStrike Holdings, Inc. strengths

Data Network EffectsEcosystem ComplementsSuite BundlingSwitching Costs GeneralReputation Reviews

Segment mix

AMETEK, Inc. segments

Full profile >

Electronic Instruments Group (EIG)

Oligopoly

67.1%

Electromechanical Group (EMG)

Competitive

32.9%

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.