WIDE MOAT STOCKS COMPARISON

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Stock Comparison

CrowdStrike Holdings, Inc. vs Alphabet 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)$269.9B
Gross margin (TTM)75.2%
Operating margin (TTM)-2.5%
Net margin (TTM)0.8%
SectorTechnology
IndustryInfrastructure software
CountryUS
Data as of2026-08-23
68/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into CrowdStrike Holdings, Inc.'s moat claims, evidence, and risks.

View CRWD analysis

Alphabet Inc.

GOOGL · The Nasdaq Stock Market

Market cap (USD)$4.2T
Gross margin (TTM)60.9%
Operating margin (TTM)33.1%
Net margin (TTM)54.8%
SectorCommunication Services
IndustryInternet platforms
CountryUS
Data as of2026-08-23
82/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into Alphabet Inc.'s moat claims, evidence, and risks.

View GOOGL analysis

Comparison highlights

  • Moat score gap: Alphabet Inc. leads (82 / 100 vs 68 / 100 for CrowdStrike Holdings, Inc.).
  • Segment focus: CrowdStrike Holdings, Inc. has 2 segments (94.9% in Falcon Platform Subscriptions); Alphabet Inc. has 6 segments (55.7% in Google Search & other (Advertising)).
  • Primary market structure: Competitive vs Quasi-Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: CrowdStrike Holdings, Inc. has 3 moat types across 2 domains; Alphabet Inc. has 5 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

94.9%

Alphabet Inc.

Google Search & other (Advertising)

Market

Search advertising (intent-based digital ads)

Geography

Global

Customer

Advertisers (SMB to enterprise)

Role

Ad platform / publisher

Revenue share

55.7%

Side-by-side metrics

CrowdStrike Holdings, Inc.
Alphabet Inc.
Ticker / Exchange
CRWD - NASDAQ
GOOGL - The Nasdaq Stock Market
Market cap (USD)
$269.9B
$4.2T
Gross margin (TTM)
75.2%
60.9%
Operating margin (TTM)
-2.5%
33.1%
Net margin (TTM)
0.8%
54.8%
Sector
Technology
Communication Services
Industry
Infrastructure software
Internet platforms
HQ country
US
US
Primary segment
Falcon Platform Subscriptions
Google Search & other (Advertising)
Market structure
Competitive
Quasi-Monopoly
Market share
n/a
89.9% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
68 / 100
82 / 100
Moat domains
Network, Demand
Network, Demand, Supply
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Data Network Effects

CrowdStrike Holdings, Inc. strengths

Suite BundlingSwitching Costs General

Alphabet Inc. strengths

Habit DefaultTwo Sided NetworkDefault OS GatewayCapex Knowhow Scale

Segment mix

CrowdStrike Holdings, Inc. segments

Full profile >

Falcon Platform Subscriptions

Competitive

94.9%

Professional Services (Incident Response & Proactive Services)

Competitive

5.1%

Alphabet Inc. segments

Full profile >

Google Search & other (Advertising)

Quasi-Monopoly

55.7%

YouTube (Advertising)

Oligopoly

10%

Google Network (Advertising)

Competitive

7.4%

Google Subscriptions, Platforms & Devices

Quasi-Monopoly

11.9%

Google Cloud

Oligopoly

14.6%

Other Bets

Competitive

0.4%

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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.