Added to YB: 2026-09-07
Pitch date: 2026-09-04
CRWD [neutral]
CrowdStrike Holdings, Inc.
Author Info
No bio for this author
Company Info
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally.
Market Cap
$220.1B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.4K
P/E
5.8K
EV/Sales
40.02
Sector
Software
Category
value
Crowdstrike: One for Me, None for You
CRWD (overview): CrowdStrike’s rapid growth is producing little cash for shareholders after stock-based compensation: first-half FY27 reported free cash flow rose 50% to $846M, but $717M of SBC and related payroll taxes left $129M, while $176M of buybacks failed to prevent roughly 2% share growth. At a $219B market value and triple-digit P/E, the valuation appears to price in cash generation that has yet to materialize, though operating leverage could still improve.
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