VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

CAR Group Limited vs CrowdStrike Holdings, Inc.

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

CAR Group Limited

CAR · ASX

Market cap (USD)$11.3B
Gross margin (TTM)73.8%
Operating margin (TTM)41.4%
Net margin (TTM)23%
SectorCommunication Services
IndustryInternet Content & Information
CountryAU
Data as of
Moat score
69/ 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 CAR Group Limited's moat claims, evidence, and risks.

View CAR 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 69 / 100 for CAR Group Limited).
  • Segment focus: CAR Group Limited has 5 segments (41% in Australia); 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: CAR Group Limited has 6 moat types across 3 domains; CrowdStrike Holdings, Inc. has 5 across 2.

Primary market context

CAR Group Limited

Australia

Market

Online vehicle marketplace, dealer advertising & automotive data/services

Geography

Australia

Customer

Dealers, OEM advertisers, private sellers & buyers

Role

Two-sided marketplace + advertising + data/SaaS tools

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

CAR Group Limited
CrowdStrike Holdings, Inc.
Ticker / Exchange
CAR - ASX
CRWD - NASDAQ
Market cap (USD)
$11.3B
$113.8B
Gross margin (TTM)
73.8%
74.3%
Operating margin (TTM)
41.4%
-7.9%
Net margin (TTM)
23%
-6.9%
Sector
Communication Services
Technology
Industry
Internet Content & Information
Software - Infrastructure
HQ country
AU
US
Primary segment
Australia
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
69 / 100
80 / 100
Moat domains
Network, Demand, Supply
Network, Demand
Last update
2026-01-07
2026-01-05

Moat coverage

Shared moat types

Ecosystem ComplementsSwitching Costs General

CAR Group Limited strengths

Two Sided NetworkBrand TrustOperational Excellenceminority-investment-optionality

CrowdStrike Holdings, Inc. strengths

Data Network EffectsSuite BundlingReputation Reviews

Segment mix

CAR Group Limited segments

Full profile >

Australia

Oligopoly

41%

North America

Oligopoly

26%

Latin America

Oligopoly

17.3%

Asia

Oligopoly

11.5%

Investments

Competitive

4.2%

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.