WIDE MOAT STOCKS COMPARISON

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Stock Comparison

CrowdStrike Holdings, Inc. vs Microsoft Corporation

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

CrowdStrike Holdings, Inc.

CRWD · NASDAQ

Market cap (USD)$269.9B
Gross margin (TTM)75.2%
Operating margin (TTM)-2.5%
Net margin (TTM)0.8%
SectorTechnology
IndustryInfrastructure software
CountryUS
Data as of2026-08-23
68/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into CrowdStrike Holdings, Inc.'s moat claims, evidence, and risks.

View CRWD analysis

Microsoft Corporation

MSFT · The Nasdaq Global Select Market

Market cap (USD)$3.9T
Gross margin (TTM)67.9%
Operating margin (TTM)46.8%
Net margin (TTM)40.3%
SectorTechnology
IndustryInfrastructure software
CountryUS
Data as of2026-08-23
95/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into Microsoft Corporation's moat claims, evidence, and risks.

View MSFT analysis

Comparison highlights

  • Moat score gap: Microsoft Corporation leads (95 / 100 vs 68 / 100 for CrowdStrike Holdings, Inc.).
  • Segment focus: CrowdStrike Holdings, Inc. has 2 segments (94.9% in Falcon Platform Subscriptions); Microsoft Corporation has 2 segments (80.8% in Agents and Infra).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: CrowdStrike Holdings, Inc. has 3 moat types across 2 domains; Microsoft Corporation has 8 across 4.

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

94.9%

Microsoft Corporation

Agents and Infra

Market

Cloud infrastructure, commercial and consumer productivity and AI applications, developer tools, business solutions and server licensing

Geography

Global

Customer

Enterprises, governments, developers, households and individual productivity subscribers

Role

Integrated application, model and infrastructure platform

Revenue share

80.8%

Side-by-side metrics

CrowdStrike Holdings, Inc.
Microsoft Corporation
Ticker / Exchange
CRWD - NASDAQ
MSFT - The Nasdaq Global Select Market
Market cap (USD)
$269.9B
$3.9T
Gross margin (TTM)
75.2%
67.9%
Operating margin (TTM)
-2.5%
46.8%
Net margin (TTM)
0.8%
40.3%
Sector
Technology
Technology
Industry
Infrastructure software
Infrastructure software
HQ country
US
US
Primary segment
Falcon Platform Subscriptions
Agents and Infra
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
68 / 100
95 / 100
Moat domains
Network, Demand
Demand, Network, Supply, Legal
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Suite Bundling

CrowdStrike Holdings, Inc. strengths

Data Network EffectsSwitching Costs General

Microsoft Corporation strengths

Data Workflow LockinLong Term ContractsTwo Sided NetworkCapex Knowhow ScaleEcosystem ComplementsDefault OS GatewayContent Rights Currency

Segment mix

CrowdStrike Holdings, Inc. segments

Full profile >

Falcon Platform Subscriptions

Competitive

94.9%

Professional Services (Incident Response & Proactive Services)

Competitive

5.1%

Microsoft Corporation segments

Full profile >

Agents and Infra

Oligopoly

80.8%

Devices and Consumer

Competitive

19.2%

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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.