VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Thursday, January 8, 2026
Stock Comparison
CrowdStrike Holdings, Inc. vs Lockheed Martin 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 analysisLockheed Martin Corporation
LMT · New York Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Lockheed Martin Corporation's moat claims, evidence, and risks.
View LMT analysisComparison highlights
- Moat score gap: Lockheed Martin Corporation leads (81 / 100 vs 80 / 100 for CrowdStrike Holdings, Inc.).
- Segment focus: CrowdStrike Holdings, Inc. has 2 segments (95.1% in Falcon Platform Subscriptions); Lockheed Martin Corporation has 4 segments (40.3% in Aeronautics).
- Moat breadth: CrowdStrike Holdings, Inc. has 5 moat types across 2 domains; Lockheed Martin Corporation has 5 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%
Lockheed Martin Corporation
Aeronautics
Military fixed-wing aircraft (fighters and air mobility) plus sustainment and upgrades
Global (primarily U.S. and allied governments)
Defense ministries and armed services (direct and via foreign military sales)
Prime contractor / OEM / systems integrator
40.3%
Side-by-side metrics
Moat coverage
Shared moat types
No overlap yet.
CrowdStrike Holdings, Inc. strengths
Lockheed Martin Corporation strengths
Segment mix
CrowdStrike Holdings, Inc. segments
Full profile >Falcon Platform Subscriptions
Oligopoly
Professional Services (Incident Response & Proactive Services)
Competitive
Lockheed Martin Corporation segments
Full profile >Aeronautics
Oligopoly
Missiles and Fire Control
Oligopoly
Rotary and Mission Systems
Oligopoly
Space
Oligopoly
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Proven models entering the expansion stage with unit economics that work.
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.