VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

CrowdStrike Holdings, Inc. vs RTX 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)$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

RTX Corporation

RTX · New York Stock Exchange

Market cap (USD)$252B
Gross margin (TTM)20.1%
Operating margin (TTM)9.8%
Net margin (TTM)7.7%
SectorIndustrials
IndustryAerospace & Defense
CountryUS
Data as of2026-01-02
Moat score
69/ 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 RTX Corporation's moat claims, evidence, and risks.

View RTX analysis

Comparison highlights

  • Moat score gap: CrowdStrike Holdings, Inc. leads (80 / 100 vs 69 / 100 for RTX Corporation).
  • Segment focus: CrowdStrike Holdings, Inc. has 2 segments (95.1% in Falcon Platform Subscriptions); RTX Corporation has 3 segments (34.8% in Pratt & Whitney).
  • Moat breadth: CrowdStrike Holdings, Inc. has 5 moat types across 2 domains; RTX Corporation has 8 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%

RTX Corporation

Pratt & Whitney

Market

Aircraft engines & aftermarket services (commercial and military)

Geography

Global

Customer

Airframers, airlines, governments

Role

Engine OEM + MRO

Revenue share

34.8%

Side-by-side metrics

CrowdStrike Holdings, Inc.
RTX Corporation
Ticker / Exchange
CRWD - NASDAQ
RTX - New York Stock Exchange
Market cap (USD)
$113.8B
$252B
Gross margin (TTM)
74.3%
20.1%
Operating margin (TTM)
-7.9%
9.8%
Net margin (TTM)
-6.9%
7.7%
Sector
Technology
Industrials
Industry
Software - Infrastructure
Aerospace & Defense
HQ country
US
US
Primary segment
Falcon Platform Subscriptions
Pratt & Whitney
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
69 / 100
Moat domains
Network, Demand
Demand, Legal, Supply
Last update
2026-01-05
2026-01-02

Moat coverage

Shared moat types

No overlap yet.

CrowdStrike Holdings, Inc. strengths

Data Network EffectsEcosystem ComplementsSuite BundlingSwitching Costs GeneralReputation Reviews

RTX Corporation strengths

Design In QualificationInstalled Base ConsumablesRegulated Standards PipeService Field NetworkCapex Knowhow ScaleGovernment Contracting RelationshipsLong Term ContractsCompliance Advantage

Segment mix

CrowdStrike Holdings, Inc. segments

Full profile >

Falcon Platform Subscriptions

Oligopoly

95.1%

Professional Services (Incident Response & Proactive Services)

Competitive

4.9%

RTX Corporation segments

Full profile >

Collins Aerospace

Oligopoly

32.1%

Pratt & Whitney

Oligopoly

34.8%

Raytheon

Oligopoly

32.9%

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.

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.