VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

AstraZeneca PLC vs CrowdStrike Holdings, Inc.

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

AstraZeneca PLC

AZN · London Stock Exchange

Market cap (USD)$211.1B
Gross margin (TTM)75.2%
Operating margin (TTM)22%
Net margin (TTM)16.3%
SectorHealthcare
IndustryDrug Manufacturers - General
CountryGB
Data as of2026-01-02
Moat score
71/ 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 AstraZeneca PLC's moat claims, evidence, and risks.

View AZN 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 71 / 100 for AstraZeneca PLC).
  • Segment focus: AstraZeneca PLC has 6 segments (41% in Oncology); 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: AstraZeneca PLC has 4 moat types across 3 domains; CrowdStrike Holdings, Inc. has 5 across 2.

Primary market context

AstraZeneca PLC

Oncology

Market

Innovator oncology therapeutics (branded prescription medicines)

Geography

Global

Customer

Hospitals, oncology clinics, payers

Role

Innovator biopharmaceutical company

Revenue share

41%

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

AstraZeneca PLC
CrowdStrike Holdings, Inc.
Ticker / Exchange
AZN - London Stock Exchange
CRWD - NASDAQ
Market cap (USD)
$211.1B
$113.8B
Gross margin (TTM)
75.2%
74.3%
Operating margin (TTM)
22%
-7.9%
Net margin (TTM)
16.3%
-6.9%
Sector
Healthcare
Technology
Industry
Drug Manufacturers - General
Software - Infrastructure
HQ country
GB
US
Primary segment
Oncology
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
71 / 100
80 / 100
Moat domains
Legal, Supply, Demand
Network, Demand
Last update
2026-01-02
2026-01-05

Moat coverage

Shared moat types

No overlap yet.

AstraZeneca PLC strengths

Regulated Standards PipeIP Choke PointCapex Knowhow ScaleBrand Trust

CrowdStrike Holdings, Inc. strengths

Data Network EffectsEcosystem ComplementsSuite BundlingSwitching Costs GeneralReputation Reviews

Segment mix

AstraZeneca PLC segments

Full profile >

Oncology

Oligopoly

41%

Cardiovascular, Renal and Metabolism (CVRM)

Competitive

23%

Respiratory & Immunology (R&I)

Oligopoly

15%

Vaccines & Immune Therapies (V&I)

Oligopoly

3%

Rare Disease

Oligopoly

16%

Other Medicines

Competitive

2%

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.