VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Copart, Inc. vs CrowdStrike Holdings, Inc.

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

Copart, Inc.

CPRT · The NASDAQ Global Select Market

Market cap (USD)$37.3B
Gross margin (TTM)45.6%
Operating margin (TTM)37%
Net margin (TTM)34.2%
SectorIndustrials
IndustryAuto - Dealerships
CountryUS
Data as of2025-12-28
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 Copart, Inc.'s moat claims, evidence, and risks.

View CPRT 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 Copart, Inc.).
  • Segment focus: Copart, Inc. has 2 segments (83% in United States); CrowdStrike Holdings, Inc. has 2 segments (95.1% in Falcon Platform Subscriptions).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: n/a vs Moderate.
  • Moat breadth: Copart, Inc. has 5 moat types across 5 domains; CrowdStrike Holdings, Inc. has 5 across 2.

Primary market context

Copart, Inc.

United States

Market

Online salvage & used vehicle remarketing services

Geography

United States

Customer

Vehicle sellers (insurance carriers, dealers, fleets) and vehicle buyers (dismantlers, rebuilders, dealers, exporters, consumers)

Role

Intermediary marketplace + ancillary services (transport, storage, title)

Revenue share

83%

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

Copart, Inc.
CrowdStrike Holdings, Inc.
Ticker / Exchange
CPRT - The NASDAQ Global Select Market
CRWD - NASDAQ
Market cap (USD)
$37.3B
$113.8B
Gross margin (TTM)
45.6%
74.3%
Operating margin (TTM)
37%
-7.9%
Net margin (TTM)
34.2%
-6.9%
Sector
Industrials
Technology
Industry
Auto - Dealerships
Software - Infrastructure
HQ country
US
US
Primary segment
United States
Falcon Platform Subscriptions
Market structure
Oligopoly
Oligopoly
Market share
n/a
17.7% (reported)
HHI estimate
n/a
n/a
Pricing power
n/a
Moderate
Moat score
71 / 100
80 / 100
Moat domains
Network, Supply, Demand, Legal, Financial
Network, Demand
Last update
2025-12-28
2026-01-05

Moat coverage

Shared moat types

No overlap yet.

Copart, Inc. strengths

Two Sided NetworkService Field NetworkData Workflow LockinCompliance AdvantageBenchmark Pricing Power

CrowdStrike Holdings, Inc. strengths

Data Network EffectsEcosystem ComplementsSuite BundlingSwitching Costs GeneralReputation Reviews

Segment mix

Copart, Inc. segments

Full profile >

United States

Oligopoly

83%

International

Competitive

17%

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.