VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

CrowdStrike Holdings, Inc. vs Motorola Solutions, 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

Motorola Solutions, Inc.

MSI · New York Stock Exchange

Market cap (USD)$63.7B
Gross margin (TTM)51%
Operating margin (TTM)25.4%
Net margin (TTM)18.7%
SectorTechnology
IndustryCommunication Equipment
CountryUS
Data as of2025-12-26
Moat score
68/ 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 Motorola Solutions, Inc.'s moat claims, evidence, and risks.

View MSI analysis

Comparison highlights

  • Moat score gap: CrowdStrike Holdings, Inc. leads (80 / 100 vs 68 / 100 for Motorola Solutions, Inc.).
  • Segment focus: CrowdStrike Holdings, Inc. has 2 segments (95.1% in Falcon Platform Subscriptions); Motorola Solutions, Inc. has 3 segments (74.9% in LMR Communications).
  • Moat breadth: CrowdStrike Holdings, Inc. has 5 moat types across 2 domains; Motorola Solutions, Inc. has 10 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%

Motorola Solutions, Inc.

LMR Communications

Market

Mission-critical land mobile radio (LMR) devices, infrastructure, and managed/support services

Geography

Global

Customer

Public safety agencies and mission-critical enterprises

Role

OEM + systems integrator + service provider

Revenue share

74.9%

Side-by-side metrics

CrowdStrike Holdings, Inc.
Motorola Solutions, Inc.
Ticker / Exchange
CRWD - NASDAQ
MSI - New York Stock Exchange
Market cap (USD)
$113.8B
$63.7B
Gross margin (TTM)
74.3%
51%
Operating margin (TTM)
-7.9%
25.4%
Net margin (TTM)
-6.9%
18.7%
Sector
Technology
Technology
Industry
Software - Infrastructure
Communication Equipment
HQ country
US
US
Primary segment
Falcon Platform Subscriptions
LMR Communications
Market structure
Oligopoly
Oligopoly
Market share
17.7% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
80 / 100
68 / 100
Moat domains
Network, Demand
Legal, Demand, Network
Last update
2026-01-05
2025-12-26

Moat coverage

Shared moat types

Ecosystem ComplementsSuite BundlingSwitching Costs General

CrowdStrike Holdings, Inc. strengths

Data Network EffectsReputation Reviews

Motorola Solutions, Inc. strengths

Government Contracting RelationshipsInstalled Base ConsumablesDesign In QualificationLong Term ContractsBrand TrustData Workflow LockinInteroperability Hub

Segment mix

CrowdStrike Holdings, Inc. segments

Full profile >

Falcon Platform Subscriptions

Oligopoly

95.1%

Professional Services (Incident Response & Proactive Services)

Competitive

4.9%

Motorola Solutions, Inc. segments

Full profile >

LMR Communications

Oligopoly

74.9%

Video Security & Access Control

Competitive

17.7%

Command Center Software

Competitive

7.4%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

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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.