VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

CrowdStrike Holdings, Inc. vs DSM-Firmenich AG

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

DSM-Firmenich AG

DSFIR · Euronext Amsterdam

Market cap (USD)$17.8B
Gross margin (TTM)34.1%
Operating margin (TTM)9.2%
Net margin (TTM)5.5%
SectorMaterials
IndustryHousehold & Personal Products
CountryCH
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 DSM-Firmenich AG's moat claims, evidence, and risks.

View DSFIR analysis

Comparison highlights

  • Moat score gap: CrowdStrike Holdings, Inc. leads (80 / 100 vs 63 / 100 for DSM-Firmenich AG).
  • Segment focus: CrowdStrike Holdings, Inc. has 2 segments (95.1% in Falcon Platform Subscriptions); DSM-Firmenich AG has 4 segments (31% in Perfumery & Beauty).
  • Moat breadth: CrowdStrike Holdings, Inc. has 5 moat types across 2 domains; DSM-Firmenich AG has 10 across 4.

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%

DSM-Firmenich AG

Perfumery & Beauty

Market

B2B fragrances, perfumery ingredients, and beauty ingredients

Geography

Global

Customer

Consumer brands (fine fragrance, personal care, home care) and beauty brands

Role

Ingredient supplier / fragrance house (co-creation + ingredient palette)

Revenue share

31%

Side-by-side metrics

CrowdStrike Holdings, Inc.
DSM-Firmenich AG
Ticker / Exchange
CRWD - NASDAQ
DSFIR - Euronext Amsterdam
Market cap (USD)
$113.8B
$17.8B
Gross margin (TTM)
74.3%
34.1%
Operating margin (TTM)
-7.9%
9.2%
Net margin (TTM)
-6.9%
5.5%
Sector
Technology
Materials
Industry
Software - Infrastructure
Household & Personal Products
HQ country
US
CH
Primary segment
Falcon Platform Subscriptions
Perfumery & Beauty
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
Supply, Demand, Legal, Network
Last update
2026-01-05
2025-12-29

Moat coverage

Shared moat types

Ecosystem Complements

CrowdStrike Holdings, Inc. strengths

Data Network EffectsSuite BundlingSwitching Costs GeneralReputation Reviews

DSM-Firmenich AG strengths

Supply Chain ControlTraining Org Change CostsIP Choke PointScope EconomiesLearning Curve YieldCompliance AdvantageDesign In QualificationService Field NetworkData Workflow Lockin

Segment mix

CrowdStrike Holdings, Inc. segments

Full profile >

Falcon Platform Subscriptions

Oligopoly

95.1%

Professional Services (Incident Response & Proactive Services)

Competitive

4.9%

DSM-Firmenich AG segments

Full profile >

Perfumery & Beauty

Oligopoly

31%

Taste, Texture & Health

Oligopoly

25.4%

Health, Nutrition & Care

Competitive

17.3%

Animal Nutrition & Health

Competitive

26%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.