CrowdStrike Holdings Inc Class A CRWD

Morningstar Rating
$241.81 −8.62 (3.44%)
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Company Report

CrowdStrike Is a Leading Security Vendor With Solutions Spanning the Enterprise

We view CrowdStrike as a leader in endpoint security, a critical part of the cybersecurity stack that protects an enterprise's endpoints (such as computers, laptops, tablets, phones) from nefarious activity. As enterprises continue their digital transformations and cloud migrations, we foresee endpoint security further gaining wallet share of an enterprise's security budget. Within this growing market, CrowdStrike has cemented its leadership position, and the stickiness of its Falcon platform remains clear in the firm's impressive retention metrics.

Price vs Fair Value

CRWD is trading at a LOCK|DdP@>< premium.
Price
$241.81
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

CrowdStrike has strong secular tailwinds given that the endpoint, cloud, identity, and security operations markets are projected to grow rapidly

Bears

Large public cloud vendors often offer their own cybersecurity solutions, which could hamper CrowdStrike’s growth opportunities.

News

Articles & Videos

Trading Information

Previous Close Price
$250.43
Day Range
$240.17–253.61
52-Week Range
$85.68–286.99
Bid/Ask
$242.20 / $243.00
Shares Outstanding
1.02B
Market Cap
$247.60B
Volume/Avg
9M / 10M

Key Statistics

Price/Earnings (Normalized)
226.63
Price/Sales
47.47
Dividend Yield (Trailing)
0.00%
Dividend Yield (Forward)
0.00%
Dividend Payment Schedule
—
Total Yield
—

Company Profile

CrowdStrike is a cloud-native cybersecurity company specializing in security verticals such as endpoint, cloud workload, identity, and security operations. CrowdStrike's primary offering is its Falcon platform, which provides enterprises with a unified view to detect and respond to security threats across their IT infrastructure. The Austin, Texas-based firm was founded in 2011 and went public in 2019.
Sector
Technology
Industry
Software - Infrastructure
Stock Style Box
Large Growth
Total Number of Employees
11,706

Competitors

Valuation

Metric
CRWD
MSFT
PANW
Price/Earnings (Normalized)
226.6329.7595.53
Price/Book Value
50.268.2410.85
Price/Sales
47.4711.2224.35
Price/Cash Flow
124.8920.0670.34
Price/Earnings
CRWD
MSFT
PANW

Financial Strength

Metric
CRWD
MSFT
PANW
Quick Ratio
1.370.830.73
Current Ratio
1.571.220.87
Interest Coverage
−2.9655.15—
Quick Ratio
CRWD
MSFT
PANW

Profitability

Metric
CRWD
MSFT
PANW
Return on Assets (Normalized)
10.64%19.01%8.79%
Return on Equity (Normalized)
26.00%32.28%18.08%
Return on Invested Capital (Normalized)
19.53%28.37%15.20%
Return on Assets
CRWD
MSFT
PANW

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