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CrowdStrike Holdings Inc Class A CRWD

Morningstar Rating
$304.96 −38.09 (11.10%)
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Company Report

CrowdStrike: Content Update Chaos May Represent a Time for Long-Term Investors to Buy

Narrow-moat CrowdStrike said a faulty update was the reason behind the massive technology outage that affected millions of users in the early hours of July 19. Customers using CrowdStrike's security platform were locked out of their Windows devices. While details are still emerging, CrowdStrike's initial response emphasized that this incident was not a security breach and that the faulty update has been rectified. We find some credence in this response, considering that within hours of the outage, companies with operations affected by CrowdStrike's update have been able to gradually resume their services.

Price vs Fair Value

CRWD is trading within a range we consider fairly valued.
Price
$304.96
Fair Value
$951.00
Uncertainty
High
1-Star Price
$877.00
5-Star Price
$515.00
Economic Moat
Sdwfs
Capital Allocation
Flybgxzys

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.

Is it the right time to buy, sell, or hold?
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News

Trading Information

Previous Close Price
$343.05
Day Range
$290.10316.75
52-Week Range
$140.52398.33
Bid/Ask
$302.38 / $302.47
Market Cap
$74.22 Bil
Volume/Avg
42.1 Mil / 5.3 Mil

Key Statistics

Price/Earnings (Normalized)
88.65
Price/Sales
22.85
Dividend Yield (Trailing)
Dividend Yield (Forward)
Total Yield

Company Profile

CrowdStrike is a cloud-based cybersecurity company specializing in next-generation security verticals such as endpoint, cloud workload, identity, and security operations. CrowdStrike’s primary offering is its Falcon platform that offers a proverbial single pane of glass for an enterprise to detect and respond to security threats attacking its IT infrastructure. The 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
8,429

Competitors

Valuation

Metric
CRWD
PANW
MSFT
Price/Earnings (Normalized)
88.6559.0837.85
Price/Book Value
29.2523.9512.83
Price/Sales
22.8515.0413.80
Price/Cash Flow
60.2448.8129.34
Price/Earnings
CRWD
PANW
MSFT

Financial Strength

Metric
CRWD
PANW
MSFT
Quick Ratio
1.640.731.05
Current Ratio
1.800.841.24
Interest Coverage
1.2997.9338.50
Quick Ratio
CRWD
PANW
MSFT

Profitability

Metric
CRWD
PANW
MSFT
Return on Assets (Normalized)
14.13%11.97%19.65%
Return on Equity (Normalized)
41.07%68.27%38.71%
Return on Invested Capital (Normalized)
25.53%31.97%28.79%
Return on Assets
CRWD
PANW
MSFT
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