VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, January 7, 2026
Stock Comparison
CrowdStrike Holdings, Inc. vs Monolithic Power Systems, Inc.
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 analysisMonolithic Power Systems, Inc.
MPWR · NASDAQ Global Select Market
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Monolithic Power Systems, Inc.'s moat claims, evidence, and risks.
View MPWR analysisComparison highlights
- Moat score gap: CrowdStrike Holdings, Inc. leads (80 / 100 vs 67 / 100 for Monolithic Power Systems, Inc.).
- Segment focus: CrowdStrike Holdings, Inc. has 2 segments (95.1% in Falcon Platform Subscriptions); Monolithic Power Systems, Inc. has 6 segments (32.5% in Enterprise Data).
- Moat breadth: CrowdStrike Holdings, Inc. has 5 moat types across 2 domains; Monolithic Power Systems, Inc. has 4 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%
Monolithic Power Systems, Inc.
Enterprise Data
Power management ICs and power modules for enterprise/data center servers (CPU/GPU/AI accelerators) and cloud/on-prem compute platforms
Global
OEMs/ODMs and cloud platform designers
Fabless component supplier (power semiconductors)
32.5%
Side-by-side metrics
Moat coverage
Shared moat types
No overlap yet.
CrowdStrike Holdings, Inc. strengths
Monolithic Power Systems, Inc. strengths
Segment mix
CrowdStrike Holdings, Inc. segments
Full profile >Falcon Platform Subscriptions
Oligopoly
Professional Services (Incident Response & Proactive Services)
Competitive
Monolithic Power Systems, Inc. segments
Full profile >Enterprise Data
Oligopoly
Storage and Computing
Competitive
Automotive
Oligopoly
Communications
Oligopoly
Consumer
Competitive
Industrial
Oligopoly
Want the full wide moat stocks list?
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View the moat stocks listLooking for expansion-stage stocks?
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.