VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

CrowdStrike Holdings, Inc. vs Endeavour Group Limited

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

Endeavour Group Limited

EDV · ASX

Market cap (USD)$6.5B
Gross margin (TTM)34.8%
Operating margin (TTM)7.8%
Net margin (TTM)3.9%
SectorConsumer
IndustryBeverages - Wineries & Distilleries
CountryAU
Data as of2025-12-28
Moat score
62/ 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 Endeavour Group Limited's moat claims, evidence, and risks.

View EDV analysis

Comparison highlights

  • Moat score gap: CrowdStrike Holdings, Inc. leads (80 / 100 vs 62 / 100 for Endeavour Group Limited).
  • Segment focus: CrowdStrike Holdings, Inc. has 2 segments (95.1% in Falcon Platform Subscriptions); Endeavour Group Limited has 2 segments (82.5% in Retail).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Weak.
  • Moat breadth: CrowdStrike Holdings, Inc. has 5 moat types across 2 domains; Endeavour Group Limited has 7 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%

Endeavour Group Limited

Retail

Market

Australian off-premise liquor retail (stores + online)

Geography

Australia

Customer

Consumers (end-users) via stores and delivery/pick-up channels

Role

Retailer (with owned/exclusive brands via Pinnacle Drinks)

Revenue share

82.5%

Side-by-side metrics

CrowdStrike Holdings, Inc.
Endeavour Group Limited
Ticker / Exchange
CRWD - NASDAQ
EDV - ASX
Market cap (USD)
$113.8B
$6.5B
Gross margin (TTM)
74.3%
34.8%
Operating margin (TTM)
-7.9%
7.8%
Net margin (TTM)
-6.9%
3.9%
Sector
Technology
Consumer
Industry
Software - Infrastructure
Beverages - Wineries & Distilleries
HQ country
US
AU
Primary segment
Falcon Platform Subscriptions
Retail
Market structure
Oligopoly
Oligopoly
Market share
17.7% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
80 / 100
62 / 100
Moat domains
Network, Demand
Demand, Supply, Legal
Last update
2026-01-05
2025-12-28

Moat coverage

Shared moat types

No overlap yet.

CrowdStrike Holdings, Inc. strengths

Data Network EffectsEcosystem ComplementsSuite BundlingSwitching Costs GeneralReputation Reviews

Endeavour Group Limited strengths

Brand TrustDistribution ControlHabit DefaultPreferential Input AccessPhysical Network DensityConcession LicenseOperational Excellence

Segment mix

CrowdStrike Holdings, Inc. segments

Full profile >

Falcon Platform Subscriptions

Oligopoly

95.1%

Professional Services (Incident Response & Proactive Services)

Competitive

4.9%

Endeavour Group Limited segments

Full profile >

Retail

Oligopoly

82.5%

Hotels

Competitive

17.5%

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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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.