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Added to YB: 2025-03-07

Pitch date: 2025-03-05

CRWD [neutral]

CrowdStrike Holdings, Inc.

+117.6%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

Company Info

CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally.

Market Cap

$197.5B

Pitch Price

$89.14

Price Target

N/A

Dividend

N/A

EV/EBITDA

1.9K

P/E

-6.4K

EV/Sales

38.05

Sector

Software

Category

growth

Show full summary:
CrowdStrike Q4 2024 Earnings Analysis

CRWD (earnings update): Q4 rev $1.06B (+25% YoY), EPS $1.03 (+21% est). ARR $4.24B (+24% YoY). Falcon Flex driving growth: $1B new deals (+80% QoQ). Cloud Security $600M ARR (+45% YoY), Identity $370M, SIEM $330M (+115% YoY). Expect H2 FY26 reacceleration. $10B ARR target by FY31. Challenges: DBNRR 112% (-3% QoQ), margins down.

Read full article (9 min)