Added to YB: 2025-06-10
Pitch date: 2025-06-07
CRWD [neutral]
CrowdStrike Holdings, Inc.
-15.25%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally.
Market Cap
$108.6B
Pitch Price
$470.31
Price Target
N/A
Dividend
N/A
EV/EBITDA
-16.0K
P/E
-658.74
EV/Sales
21.66
Sector
Software
Category
growth
Show full summary:
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)