SuperworthCrowdStrike Holdings, Inc. CRWD
Software - Infrastructure, Technology
$265.44
−4.81%
- Market cap
- $271.8B
- PE
- 6636×
- 10y median 721×
- Forward PE
- Price to sales
- 50.4×
- EV/EBIT
- 6064×
- Revenue, 12 months
- $5.4B
- +24% on a year ago
- Net margin
- 0.8%
- Free cash flow yield
- 0.6%
CrowdStrike trades at 6636× trailing earnings, pricier than 98% of the last ten years. Revenue was $5.4B over the last twelve months, up 24% on a year earlier with a 1% net margin.
Charts
Financials
| Income statement | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | Q2 FY27 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $786M | $845.3M | $921M | $963.9M | $1B+29% | $1.1B+25% | $1.1B+20% | $1.2B+21% | $1.2B+22% | $1.3B+23% | $1.4B+26% | $1.5B+26% | |
| Cost of revenue | $195M | $211.8M | $225M | $237.4M | $255.1M+31% | $272.7M+29% | $287.9M+28% | $308.6M+30% | $310.8M+22% | $311.7M+14% | $342.3M+19% | $374M+21% |
| Gross profit | $591M | $633.6M | $696M | $726.5M | $755.1M+28% | $785.9M+24% | $815.6M+17% | $860.4M+18% | $926.4M+23% | $993.7M+26% | $1B+28% | $1.1B+28% |
| R&D | $196.1M | $225.8M | $235.2M | $250.9M | $275.6M+41% | $313.8M+39% | $330.9M+41% | $342.5M+37% | $354.9M+29% | $356.4M+14% | $408.3M+23% | $444.2M+30% |
| SG&A | $391.8M | $393.1M | $453.8M | $461.9M | $535.2M+37% | $554.7M+41% | $604.8M+33% | $625M+35% | $648.3M+21% | $623.5M+12% | $665.6M+10% | $685.9M+10% |
| $3.2M | $12.5M | $6.9M | $13.7M | −$55.7M | −$81.3M | −$118.7M | −$105.5M | −$82.9M+49% | $13.8M | −$30.6M−74% | −$33.2M−69% | |
| Interest expense | $6.5M | $6.4M | $6.5M | $6.5M | $6.6M+1% | $6.7M+4% | $6.7M+3% | $6.8M+4% | $6.9M+5% | $7.6M+13% | $6.1M−9% | $6M−11% |
| Pre-tax income | $36.3M | $51.4M | $53.9M | $57.6M | −$10.5M | −$42.4M | −$83.9M | −$64.2M | −$36.7M+249% | $57.8M | $39.1M | $3.9M |
| $9.6M | $13.6M | $7.7M | $10.9M | $6.3M−35% | $46.3M+240% | $21.1M+175% | $6M−45% | $10.7M+71% | −$3.6M | −$6.9M | −$1.4M | |
| Net income | $26.7M | $36.6M | $42.8M | $47M | −$16.8M | −$88.3M | −$104.3M | −$70.2M | −$47.5M+182% | $59.4M | $27.8M | $5.3M |
| $0.03 | $0.06 | $0.04 | $0.05 | −$0.02 | −$0.09 | −$0.10 | −$0.07 | −$0.04+100% | $0.04 | $0.03 | $0.01 | |
| 975.2M | 991.7M | 1B | 1B | 982.1M+1% | 987.7M−0% | 993.7M−1% | 999.6M−1% | 1B+2% | 1B+5% | 1B+4% | 1B+5% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Software - Infrastructure within ten times CrowdStrike's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| CRWDCrowdStrike Holdings, Inc. | $271.8B | 6636× | 721× | 50.4× | +24% | 0.8% | |
| PANWPalo Alto Networks, Inc. | $331.8B | 332× | 116× | 28.9× | +24% | 2.7% | |
| ORCLOracle Corporation | $434.1B | 22.5× | 27.5× | 6.0× | +22% | 26.4% | |
| PLTRPalantir Technologies Inc. | $466.5B | 166× | 372× | 75.8× | +79% | 49.0% | |
| FTNTFortinet, Inc. | $138.9B | 66.6× | 56.6× | 18.4× | +19% | 28.2% | |
| SNPSSynopsys, Inc. | $96.3B | 88.8× | 54.0× | 10.2× | +46% | 11.4% | |
| XYZBlock, Inc. | $45.7B | 136× | 57.2× | 1.8× | +5% | 1.4% | |
| TWLOTwilio Inc. | $41.9B | 38.0× | 327× | 7.5× | +18% | 20.6% | |
| OKTAOkta, Inc. | $38.1B | 131× | 104× | 12.4× | +11% | 9.6% | |
| Peer median | $117.6B | 110× | 80.6× | 11.3× | +20% | 16.0% |
About
- Industry
- Software - Infrastructure
- Sector
- Technology
Valuation data, not investment advice. Prices as of .