VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Thursday, January 8, 2026
Stock Comparison
CrowdStrike Holdings, Inc. vs CSL Limited
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
CrowdStrike Holdings, Inc.
CRWD · NASDAQ
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 analysisCSL Limited
CSL · ASX
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Comparison highlights
- Moat score gap: CrowdStrike Holdings, Inc. leads (80 / 100 vs 77 / 100 for CSL Limited).
- Segment focus: CrowdStrike Holdings, Inc. has 2 segments (95.1% in Falcon Platform Subscriptions); CSL Limited has 3 segments (71.7% in CSL Behring).
- Moat breadth: CrowdStrike Holdings, Inc. has 5 moat types across 2 domains; CSL Limited has 7 across 3.
Primary market context
CrowdStrike Holdings, Inc.
Falcon Platform Subscriptions
Cloud-native endpoint, workload and identity protection / XDR cybersecurity platforms
Global
Enterprises, SMBs, and public sector organizations (end-users via direct sales and channel partners)
SaaS cybersecurity platform vendor
95.1%
CSL Limited
CSL Behring
Plasma-derived therapies (immunoglobulins, albumin, coagulation factors) plus recombinant and gene therapies for rare and serious diseases
Global
Hospitals, specialty pharmacies, physicians; payers and national health systems
Vertically integrated biopharma (plasma collection -> fractionation/manufacturing -> commercial distribution)
71.7%
Side-by-side metrics
Moat coverage
Shared moat types
No overlap yet.
CrowdStrike Holdings, Inc. strengths
CSL Limited strengths
Segment mix
CrowdStrike Holdings, Inc. segments
Full profile >Falcon Platform Subscriptions
Oligopoly
Professional Services (Incident Response & Proactive Services)
Competitive
CSL Limited segments
Full profile >CSL Behring
Oligopoly
CSL Seqirus
Oligopoly
CSL Vifor
Oligopoly
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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.