Added to YB: 2025-06-10
Pitch date: 2025-06-07
CRWD [neutral]
CrowdStrike Holdings, Inc.
+61.88%
current return
Author Info
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Company Info
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally.
Market Cap
$197.5B
Pitch Price
$117.58
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.9K
P/E
-6.4K
EV/Sales
38.05
Sector
Software
Category
growth
Crowdstrike is Still a Rule of 40 Business — Just Not a 25x Sales One
CRWD (earnings update - overpriced): Strong cybersec leader at 25x sales & 130x PE showing growth deceleration to 20% (vs 30%+ prior) amid macro headwinds. Still executing well - 97% retention, 78% GM, 25% FCF margin. Falcon Flex driving $3.2B in value, up 6x YoY. High SBC (24% of rev) concerning. Wait for <$350 entry despite strong long-term outlook.
Read full article (13 min)