CrowdStrike Holdings, Inc

CRWD
CRWD logo

Statistics

$362.29Share Price
$209.00 Fair Value green dot
73.34% Price vs Fair Value green dot
$89.1 BMarket Cap
51.7%3yr Avg Revenue Growth
21.6%Projected Sales Growth Next Year
28.6%Free Cash Flow ROIC
check markRising Revenues
check markRecurring Revenues
plus signNetwork Effect Moat
plus signHigh Switching Costs Moat

Stock Research and Updates

Research Article

CrowdStrike Could Be The Next Big Cybersecurity Winner green dot

Updates

CrowdStrike Reports After The Fallout
Selling CrowdStrike - For Now green dot
CrowdStrike Continues Its Good Results
Looking At Reports From Celsius, CrowdStrike, and Chipotle
Updates for Synopsys, Crowdstrike, and Veeva
Updating Autodesk, Crowdstrike, and Veeva Systems
CrowdStrike Q1 2023 Update
A Look At Crowdstrike's Q4 and Annual Results
CrowdStrike Q3 2022 Update
Buying Atlassian, CrowdStrike, and Adobe green dot

Fair Value Calculation Assumptions

Using a discounted free cash flow model with the following assumptions, the Fair Value estimate for CrowdStrike Holdings, Inc (CRWD) is $209.00.

34.5%Free Cash Flow Margin
11.0%Discount Rate / Required Rate of Return
22.3%Average Annual Revenue Growth (Years 1-5)
2.6%Average Annual Share Dilution (Years 1-5)
13.2%Average Annual Revenue Growth (Years 6-10)
1.1%Average Annual Share Dilution (Years 6-10)
6.0%Terminal Growth Rate
$202.09Sum of Discounted Free Cash Flows
$7.29Net "Excess" Cash/Debt Per Share
$209.00Fair Value Estimate (rounded)

Recommendation History

Start End Cost Last Return vs. SPY
2022-11-182024-07-21$138.99$304.96119.41%80.79%

Watch List

S 9.41%
CRWD 73.34%
SEMR -15.86%
SNOW 15.48%
TSM -1.89%

Buy List

GOOG -33.69%
NYAX -61.69%
ASR -31.25%
PAYC -28.54%
HRMY -49.59%
YOU -45.59%
MELI -30.27%
ADBE -30.99%

Hold List

MSFT -21.19%
ODD -23.90%
FLYW 4.57%
CELH -15.59%
TOST 31.86%
CPNG -2.38%
HIMS -6.43%
MNDY 15.47%
GLBE 16.55%
ZS 18.59%
V -11.99%
ADSK 11.66%
NOW 50.93%
ABNB -19.63%
FTNT 4.51%
TEAM 14.85%