VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

CrowdStrike Holdings, Inc. vs Fidelity National Information Services, Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

CrowdStrike Holdings, Inc.

CRWD · NASDAQ

Market cap (USD)$117.3B
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

Fidelity National Information Services, Inc.

FIS · New York Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryUS
Data as of2026-01-10
Moat score
65/ 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 Fidelity National Information Services, Inc.'s moat claims, evidence, and risks.

View FIS analysis

Comparison highlights

  • Moat score gap: CrowdStrike Holdings, Inc. leads (80 / 100 vs 65 / 100 for Fidelity National Information Services, Inc.).
  • Segment focus: CrowdStrike Holdings, Inc. has 2 segments (95.1% in Falcon Platform Subscriptions); Fidelity National Information Services, Inc. has 2 segments (68.1% in Banking Solutions).
  • Moat breadth: CrowdStrike Holdings, Inc. has 5 moat types across 2 domains; Fidelity National Information Services, Inc. has 6 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%

Fidelity National Information Services, Inc.

Banking Solutions

Market

Core banking platforms and bank transaction processing software/services

Geography

Global

Customer

Banks, credit unions, commercial lenders, and other institutions

Role

Software/platform provider and outsourced processor

Revenue share

68.1%

Side-by-side metrics

CrowdStrike Holdings, Inc.
Fidelity National Information Services, Inc.
Ticker / Exchange
CRWD - NASDAQ
FIS - New York Stock Exchange
Market cap (USD)
$117.3B
n/a
Gross margin (TTM)
74.3%
n/a
Operating margin (TTM)
-7.9%
n/a
Net margin (TTM)
-6.9%
n/a
Sector
Technology
Technology
Industry
Software - Infrastructure
n/a
HQ country
US
US
Primary segment
Falcon Platform Subscriptions
Banking Solutions
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
65 / 100
Moat domains
Network, Demand
Demand, Legal, Network
Last update
2026-01-05
2026-01-10

Moat coverage

Shared moat types

Ecosystem ComplementsSuite BundlingSwitching Costs General

CrowdStrike Holdings, Inc. strengths

Data Network EffectsReputation Reviews

Fidelity National Information Services, Inc. strengths

Long Term ContractsCompliance AdvantageData 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%

Fidelity National Information Services, Inc. segments

Full profile >

Banking Solutions

Oligopoly

68.1%

Capital Market Solutions

Competitive

29.4%

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.