VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

CrowdStrike Holdings, Inc. vs Marriott International, 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

Marriott International, Inc.

MAR · NASDAQ

Market cap (USD)$83.5B
Gross margin (TTM)21.7%
Operating margin (TTM)15.9%
Net margin (TTM)10.1%
SectorConsumer
IndustryTravel Lodging
CountryUS
Data as of2026-01-01
Moat score
72/ 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 Marriott International, Inc.'s moat claims, evidence, and risks.

View MAR analysis

Comparison highlights

  • Moat score gap: CrowdStrike Holdings, Inc. leads (80 / 100 vs 72 / 100 for Marriott International, Inc.).
  • Segment focus: CrowdStrike Holdings, Inc. has 2 segments (95.1% in Falcon Platform Subscriptions); Marriott International, Inc. has 2 segments.
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: CrowdStrike Holdings, Inc. has 5 moat types across 2 domains; Marriott International, Inc. has 4 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%

Marriott International, Inc.

U.S. & Canada Lodging Platform

Market

Branded hotel franchising & management platform (including loyalty and reservation systems)

Geography

U.S. & Canada

Customer

Two-sided: travelers (guests) and hotel owners (franchisees/owners of managed properties)

Role

Brand owner / franchisor / manager; operator of reservation, loyalty, and marketing systems

Side-by-side metrics

CrowdStrike Holdings, Inc.
Marriott International, Inc.
Ticker / Exchange
CRWD - NASDAQ
MAR - NASDAQ
Market cap (USD)
$113.8B
$83.5B
Gross margin (TTM)
74.3%
21.7%
Operating margin (TTM)
-7.9%
15.9%
Net margin (TTM)
-6.9%
10.1%
Sector
Technology
Consumer
Industry
Software - Infrastructure
Travel Lodging
HQ country
US
US
Primary segment
Falcon Platform Subscriptions
U.S. & Canada Lodging Platform
Market structure
Oligopoly
Competitive
Market share
17.7% (reported)
16%-18% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
80 / 100
72 / 100
Moat domains
Network, Demand
Demand, Network, Supply
Last update
2026-01-05
2026-01-01

Moat coverage

Shared moat types

No overlap yet.

CrowdStrike Holdings, Inc. strengths

Data Network EffectsEcosystem ComplementsSuite BundlingSwitching Costs GeneralReputation Reviews

Marriott International, Inc. strengths

Brand TrustTwo Sided NetworkDistribution ControlLong Term Contracts

Segment mix

CrowdStrike Holdings, Inc. segments

Full profile >

Falcon Platform Subscriptions

Oligopoly

95.1%

Professional Services (Incident Response & Proactive Services)

Competitive

4.9%

Marriott International, Inc. segments

Full profile >

U.S. & Canada Lodging Platform

Competitive

n/a

International Lodging Platform

Competitive

n/a

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.

View expansion-stage stocks

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.