VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

CrowdStrike Holdings, Inc. vs Fair Isaac 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

Fair Isaac Corporation

FICO · New York Stock Exchange

Market cap (USD)$40.1B
Gross margin (TTM)82.2%
Operating margin (TTM)46.5%
Net margin (TTM)32.8%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2025-12-31
Moat score
82/ 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 Fair Isaac Corporation's moat claims, evidence, and risks.

View FICO analysis

Comparison highlights

  • Moat score gap: Fair Isaac Corporation leads (82 / 100 vs 80 / 100 for CrowdStrike Holdings, Inc.).
  • Segment focus: CrowdStrike Holdings, Inc. has 2 segments (95.1% in Falcon Platform Subscriptions); Fair Isaac Corporation has 2 segments (58.7% in Scores).
  • Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: CrowdStrike Holdings, Inc. has 5 moat types across 2 domains; Fair Isaac 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%

Fair Isaac Corporation

Scores

Market

Consumer credit scoring and related predictive scores used in lending decisions

Geography

Primarily United States; also international

Customer

Lenders (mortgage, credit card, auto, etc.), consumer reporting agencies, and consumers (B2C)

Role

Score model developer/licensor; distribution via consumer reporting agencies and direct-to-consumer channels

Revenue share

58.7%

Side-by-side metrics

CrowdStrike Holdings, Inc.
Fair Isaac Corporation
Ticker / Exchange
CRWD - NASDAQ
FICO - New York Stock Exchange
Market cap (USD)
$113.8B
$40.1B
Gross margin (TTM)
74.3%
82.2%
Operating margin (TTM)
-7.9%
46.5%
Net margin (TTM)
-6.9%
32.8%
Sector
Technology
Technology
Industry
Software - Infrastructure
Software - Application
HQ country
US
US
Primary segment
Falcon Platform Subscriptions
Scores
Market structure
Oligopoly
Quasi-Monopoly
Market share
17.7% (reported)
90% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
80 / 100
82 / 100
Moat domains
Network, Demand
Network, Demand
Last update
2026-01-05
2025-12-31

Moat coverage

Shared moat types

Switching Costs General

CrowdStrike Holdings, Inc. strengths

Data Network EffectsEcosystem ComplementsSuite BundlingReputation Reviews

Fair Isaac Corporation strengths

De Facto StandardFormat Lock InBrand TrustData 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%

Fair Isaac Corporation segments

Full profile >

Scores

Quasi-Monopoly

58.7%

Software

Competitive

41.3%

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.