Added to YB: 2024-08-26
Pitch date: 2024-08-23
CRWD [neutral]
CrowdStrike Holdings, Inc.
+86.22%
current return
Author Info
Pari Passu is a Private Equity investor at a major hedge fund who writes about anything they find interesting in investing. Sign up for the newsletter.
Company Info
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally.
Market Cap
$129.1B
Pitch Price
$271.06
Price Target
N/A
Dividend
N/A
EV/EBITDA
-2.2K
P/E
-405.39
EV/Sales
27.41
Sector
Software
Category
growth
CrowdStrike Deep Dive
CRWD neutral: EDR leader w/ 18% mkt share, 119% NRR, $5.51 ARR/$1 S&M. Disruptive AI-driven Falcon platform outperforms legacy/next-gen rivals. Opportunities in identity/cloud security. Challenges: recent outage, commoditization, supplier pressure. Strong product focus & strategic growth key to success.
Read full article (20 min)