Added to YB: 2024-07-22
Pitch date: 2024-07-19
CRWD [bullish]
CrowdStrike Holdings, Inc.
+39.86%
current return
Author Info
Sleep Well Investments shares deep dives into time-tested businesses with high reinvestment potential. Get their premium stock pitches for 20% off.
Company Info
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally.
Market Cap
$108.6B
Pitch Price
$285.01
Price Target
285.00 (-29%)
Dividend
N/A
EV/EBITDA
-16.0K
P/E
-658.74
EV/Sales
21.66
Sector
Software
Category
turnaround
*10th sleep-well ownership* - Adding to CrowdStrike (CRWD)
CRWD: -15% on faulty update impacting global infrastructure. CEO quick to address. Valuation reset from 90x to 15x FCF growth expectation. Unknown cost, but not security breach. Insurance coverage. Mission-critical product likely to retain clients. Buying at $285 for 15% FCF growth over decade vs 10% cybersecurity CAGR. Risks: client loss, legal costs.
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