Skip to Content

CrowdStrike Holdings Inc Class A CRWD

Morningstar Rating
$352.25 −16.77 (4.54%)
View Full Chart
Unlock our analysis with Morningstar Investor

Company Report

Alphabet Acquisition: We See the Potential Wiz Acquisition as a Good Sign for the Security Space

Multiple news outlets have reported that Alphabet, the parent company of Google, is nearing a deal to acquire Wiz, a cloud security startup, for roughly $23 billion. Not only would this deal value Wiz around $11 billion higher than its most recent valuation in May 2024, but it also would be Alphabet's largest-ever acquisition, more than four times the size of the acquisition of Mandiant in 2022, which was the firm's last major cybersecurity acquisition. With increased vendor consolidation on the horizon, we view Alphabet's potential entry into security as a positive sign for the overall industry.

Price vs Fair Value

CRWD is trading at a 218% premium.
Price
$369.05
Fair Value
$548.00
Uncertainty
High
1-Star Price
$187.00
5-Star Price
$772.00
Economic Moat
Hyryrl
Capital Allocation
Lgkqdpgm

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?
Start a free trial of Morningstar Investor to unlock exclusive ratings and continuous analyst coverage to help you decide if CRWD is a good fit for your portfolio.

News

Trading Information

Previous Close Price
$369.02
Day Range
$351.85363.52
52-Week Range
$140.60398.06
Bid/Ask
$352.01 / $352.49
Market Cap
$85.84 Bil
Volume/Avg
1.6 Mil / 4.6 Mil

Key Statistics

Price/Earnings (Normalized)
107.28
Price/Sales
27.65
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)
107.2860.4438.92
Price/Book Value
35.4024.5013.20
Price/Sales
27.6515.3914.19
Price/Cash Flow
72.9049.9430.17
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
See how this stock stacks up to its competitors with Morningstar Investor

Software - Infrastructure Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
Microsoft Corp
MSFT
HswlrpwdwQgbz$3.3 Tril
Oracle Corp
ORCL
FxbvNfgcb$393.0 Bil
Adobe Inc
ADBE
GhvcwgcvyLvcrn$251.2 Bil
Palo Alto Networks Inc
PANW
LdtzbydmbBbqhs$109.6 Bil
Synopsys Inc
SNPS
TjwzrflrrMxyjqbq$93.9 Bil
Palantir Technologies Inc Ordinary Shares - Class A
PLTR
TcdgsbtGtnctt$63.8 Bil
Fortinet Inc
FTNT
GgddxltfyHddd$45.4 Bil
Block Inc Class A
SQ
KwqpqvkyCyldyhz$44.5 Bil
Zscaler Inc
ZS
BxcrtnslgBsltwj$30.7 Bil

Sponsor Center