VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Thursday, January 8, 2026
Stock Comparison
CrowdStrike Holdings, Inc. vs HEICO Corporation
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
CrowdStrike Holdings, Inc.
CRWD · NASDAQ
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 analysisHEICO Corporation
HEI · NYSE
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into HEICO Corporation's moat claims, evidence, and risks.
View HEI analysisComparison highlights
- Moat score gap: CrowdStrike Holdings, Inc. leads (80 / 100 vs 77 / 100 for HEICO Corporation).
- Segment focus: CrowdStrike Holdings, Inc. has 2 segments (95.1% in Falcon Platform Subscriptions); HEICO Corporation has 2 segments (69.5% in Flight Support Group (FSG)).
- Moat breadth: CrowdStrike Holdings, Inc. has 5 moat types across 2 domains; HEICO Corporation has 6 across 3.
Primary market context
CrowdStrike Holdings, Inc.
Falcon Platform Subscriptions
Cloud-native endpoint, workload and identity protection / XDR cybersecurity platforms
Global
Enterprises, SMBs, and public sector organizations (end-users via direct sales and channel partners)
SaaS cybersecurity platform vendor
95.1%
HEICO Corporation
Flight Support Group (FSG)
Aerospace aftermarket replacement parts and MRO services (jet engine and aircraft components), including FAA-approved PMA parts
Global
Commercial airlines, cargo carriers, MROs, OEMs, and government/military customers
Aftermarket parts manufacturer + MRO/repair provider + distributor
69.5%
Side-by-side metrics
Moat coverage
Shared moat types
No overlap yet.
CrowdStrike Holdings, Inc. strengths
HEICO Corporation strengths
Segment mix
CrowdStrike Holdings, Inc. segments
Full profile >Falcon Platform Subscriptions
Oligopoly
Professional Services (Incident Response & Proactive Services)
Competitive
HEICO Corporation segments
Full profile >Flight Support Group (FSG)
Oligopoly
Electronic Technologies Group (ETG)
Oligopoly
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View expansion-stage stocksCuration & 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.