VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

CrowdStrike Holdings, Inc. vs Edenred SE

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

Edenred SE

EDEN · Euronext Paris

Market cap (USD)$4.4B
Gross margin (TTM)47%
Operating margin (TTM)31.7%
Net margin (TTM)15.6%
SectorFinancials
IndustryFinancial - Credit Services
CountryFR
Data as of2025-12-28
Moat score
67/ 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 Edenred SE's moat claims, evidence, and risks.

View EDEN analysis

Comparison highlights

  • Moat score gap: CrowdStrike Holdings, Inc. leads (80 / 100 vs 67 / 100 for Edenred SE).
  • Segment focus: CrowdStrike Holdings, Inc. has 2 segments (95.1% in Falcon Platform Subscriptions); Edenred SE has 3 segments (65.2% in Benefits & Engagement).
  • Moat breadth: CrowdStrike Holdings, Inc. has 5 moat types across 2 domains; Edenred SE has 7 across 5.

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%

Edenred SE

Benefits & Engagement

Market

Employee benefits and engagement solutions (meal vouchers, gift/incentives, engagement platforms)

Geography

Global

Customer

Employers / HR departments

Role

Issuer + payment network orchestrator (specific-purpose payments)

Revenue share

65.2%

Side-by-side metrics

CrowdStrike Holdings, Inc.
Edenred SE
Ticker / Exchange
CRWD - NASDAQ
EDEN - Euronext Paris
Market cap (USD)
$113.8B
$4.4B
Gross margin (TTM)
74.3%
47%
Operating margin (TTM)
-7.9%
31.7%
Net margin (TTM)
-6.9%
15.6%
Sector
Technology
Financials
Industry
Software - Infrastructure
Financial - Credit Services
HQ country
US
FR
Primary segment
Falcon Platform Subscriptions
Benefits & Engagement
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
67 / 100
Moat domains
Network, Demand
Legal, Network, Financial, Demand, Supply
Last update
2026-01-05
2025-12-28

Moat coverage

Shared moat types

Suite BundlingSwitching Costs General

CrowdStrike Holdings, Inc. strengths

Data Network EffectsEcosystem ComplementsReputation Reviews

Edenred SE strengths

Regulated Standards PipeTwo Sided NetworkFloat PrepaymentBrand TrustCapex Knowhow Scale

Segment mix

CrowdStrike Holdings, Inc. segments

Full profile >

Falcon Platform Subscriptions

Oligopoly

95.1%

Professional Services (Incident Response & Proactive Services)

Competitive

4.9%

Edenred SE segments

Full profile >

Benefits & Engagement

Oligopoly

65.2%

Mobility

Oligopoly

23.9%

Complementary Solutions

Competitive

10.8%

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.