VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

CrowdStrike Holdings, Inc. vs Cintas Corporation

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

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

Cintas Corporation

CTAS · NASDAQ

Market cap (USD)$74.7B
Gross margin (TTM)50.3%
Operating margin (TTM)23%
Net margin (TTM)17.6%
SectorIndustrials
IndustrySpecialty Business Services
CountryUS
Data as of2026-01-01
Moat score
63/ 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 Cintas Corporation's moat claims, evidence, and risks.

View CTAS analysis

Comparison highlights

  • Moat score gap: CrowdStrike Holdings, Inc. leads (80 / 100 vs 63 / 100 for Cintas Corporation).
  • Segment focus: CrowdStrike Holdings, Inc. has 2 segments (95.1% in Falcon Platform Subscriptions); Cintas Corporation has 3 segments (77.1% in Uniform Rental and Facility Services).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: CrowdStrike Holdings, Inc. has 5 moat types across 2 domains; Cintas Corporation has 5 across 2.

Primary market context

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%

Cintas Corporation

Uniform Rental and Facility Services

Market

B2B uniform rental and route-based facility services (entrance mats, restroom supplies, towels/mops, etc.)

Geography

North America (primarily United States; also Canada and Latin America)

Customer

Businesses (SMB to large enterprise) via local delivery routes and branches

Role

Service operator / rental provider (route-based distribution and processing network)

Revenue share

77.1%

Side-by-side metrics

CrowdStrike Holdings, Inc.
Cintas Corporation
Ticker / Exchange
CRWD - NASDAQ
CTAS - NASDAQ
Market cap (USD)
$113.8B
$74.7B
Gross margin (TTM)
74.3%
50.3%
Operating margin (TTM)
-7.9%
23%
Net margin (TTM)
-6.9%
17.6%
Sector
Technology
Industrials
Industry
Software - Infrastructure
Specialty Business Services
HQ country
US
US
Primary segment
Falcon Platform Subscriptions
Uniform Rental and Facility Services
Market structure
Oligopoly
Competitive
Market share
17.7% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
80 / 100
63 / 100
Moat domains
Network, Demand
Supply, Demand
Last update
2026-01-05
2026-01-01

Moat coverage

Shared moat types

Suite BundlingSwitching Costs General

CrowdStrike Holdings, Inc. strengths

Data Network EffectsEcosystem ComplementsReputation Reviews

Cintas Corporation strengths

Service Field NetworkProcurement InertiaOperational Excellence

Segment mix

CrowdStrike Holdings, Inc. segments

Full profile >

Falcon Platform Subscriptions

Oligopoly

95.1%

Professional Services (Incident Response & Proactive Services)

Competitive

4.9%

Cintas Corporation segments

Full profile >

Uniform Rental and Facility Services

Competitive

77.1%

First Aid and Safety Services

Competitive

11.8%

All Other (Fire Protection Services and Uniform Direct Sale)

Competitive

11.1%

Want the full wide moat stocks list?

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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.