VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

CrowdStrike Holdings, Inc. vs Deere & Company

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

Deere & Company

DE · New York Stock Exchange

Market cap (USD)$126.1B
Gross margin (TTM)36.5%
Operating margin (TTM)18.8%
Net margin (TTM)11.3%
SectorIndustrials
IndustryAgricultural - Machinery
CountryUS
Data as of2025-12-29
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 Deere & Company's moat claims, evidence, and risks.

View DE analysis

Comparison highlights

  • Moat score gap: CrowdStrike Holdings, Inc. leads (80 / 100 vs 63 / 100 for Deere & Company).
  • Segment focus: CrowdStrike Holdings, Inc. has 2 segments (95.1% in Falcon Platform Subscriptions); Deere & Company has 4 segments (38.4% in Production & Precision Agriculture).
  • Moat breadth: CrowdStrike Holdings, Inc. has 5 moat types across 2 domains; Deere & Company has 5 across 3.

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%

Deere & Company

Production & Precision Agriculture

Market

Large-scale agricultural equipment and integrated precision agriculture technology

Geography

Global

Customer

Production-scale growers; dealer/retail channels

Role

OEM + precision ag platform provider

Revenue share

38.4%

Side-by-side metrics

CrowdStrike Holdings, Inc.
Deere & Company
Ticker / Exchange
CRWD - NASDAQ
DE - New York Stock Exchange
Market cap (USD)
$113.8B
$126.1B
Gross margin (TTM)
74.3%
36.5%
Operating margin (TTM)
-7.9%
18.8%
Net margin (TTM)
-6.9%
11.3%
Sector
Technology
Industrials
Industry
Software - Infrastructure
Agricultural - Machinery
HQ country
US
US
Primary segment
Falcon Platform Subscriptions
Production & Precision Agriculture
Market structure
Oligopoly
Oligopoly
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
Demand, Supply, Financial
Last update
2026-01-05
2025-12-29

Moat coverage

Shared moat types

Suite Bundling

CrowdStrike Holdings, Inc. strengths

Data Network EffectsEcosystem ComplementsSwitching Costs GeneralReputation Reviews

Deere & Company strengths

Data Workflow LockinService Field NetworkBrand TrustCost Of Capital Advantage

Segment mix

CrowdStrike Holdings, Inc. segments

Full profile >

Falcon Platform Subscriptions

Oligopoly

95.1%

Professional Services (Incident Response & Proactive Services)

Competitive

4.9%

Deere & Company segments

Full profile >

Production & Precision Agriculture

Oligopoly

38.4%

Small Agriculture & Turf

Competitive

22.8%

Construction & Forestry

Oligopoly

25.4%

Financial Services

Competitive

12.7%

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.