VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 9, 2026

Stock Comparison

CrowdStrike Holdings, Inc. vs Gartner, 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)$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

Gartner, Inc.

IT · New York Stock Exchange

Market cap (USD)$18.4B
Gross margin (TTM)68.2%
Operating margin (TTM)15.6%
Net margin (TTM)13.7%
SectorTechnology
IndustryInformation Technology Services
CountryUS
Data as of2025-12-30
Moat score
74/ 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 Gartner, Inc.'s moat claims, evidence, and risks.

View IT analysis

Comparison highlights

  • Moat score gap: CrowdStrike Holdings, Inc. leads (80 / 100 vs 74 / 100 for Gartner, Inc.).
  • Segment focus: CrowdStrike Holdings, Inc. has 2 segments (95.1% in Falcon Platform Subscriptions); Gartner, Inc. has 3 segments (81.8% in Insights).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: CrowdStrike Holdings, Inc. has 5 moat types across 2 domains; Gartner, Inc. has 4 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%

Gartner, Inc.

Insights

Market

IT research and executive advisory subscriptions (insights, benchmarks, and expert access)

Geography

Global

Customer

Enterprise executives and teams (technology leaders and business function leaders)

Role

Subscription-based analyst and advisory provider

Revenue share

81.8%

Side-by-side metrics

CrowdStrike Holdings, Inc.
Gartner, Inc.
Ticker / Exchange
CRWD - NASDAQ
IT - New York Stock Exchange
Market cap (USD)
$113.8B
$18.4B
Gross margin (TTM)
74.3%
68.2%
Operating margin (TTM)
-7.9%
15.6%
Net margin (TTM)
-6.9%
13.7%
Sector
Technology
Technology
Industry
Software - Infrastructure
Information Technology Services
HQ country
US
US
Primary segment
Falcon Platform Subscriptions
Insights
Market structure
Oligopoly
Oligopoly
Market share
17.7% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
80 / 100
74 / 100
Moat domains
Network, Demand
Demand, Network
Last update
2026-01-05
2025-12-30

Moat coverage

Shared moat types

Suite BundlingSwitching Costs General

CrowdStrike Holdings, Inc. strengths

Data Network EffectsEcosystem ComplementsReputation Reviews

Gartner, Inc. strengths

Brand TrustTwo Sided Network

Segment mix

CrowdStrike Holdings, Inc. segments

Full profile >

Falcon Platform Subscriptions

Oligopoly

95.1%

Professional Services (Incident Response & Proactive Services)

Competitive

4.9%

Gartner, Inc. segments

Full profile >

Insights

Oligopoly

81.8%

Conferences

Competitive

9.3%

Consulting

Competitive

8.9%

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.