Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
CRWD
HoldHot AirCrowdStrike Holdings, Inc. · Technology · United States · $223.6B · Avg Vol: $2.0B/d
COMPANY DESCRIPTION
CrowdStrike Holdings, Inc. is a leading cybersecurity company providing cloud-native endpoint protection, threat intelligence, and security services through its Falcon platform. The company benefits from its highly scalable, AI-powered cloud architecture and extensive network effects, offering superior detection and response capabilities against sophisticated cyber threats. CrowdStrike is a market leader in modern endpoint security, recognized for its innovative 'security as a service' model and continuous expansion into new cybersecurity domains.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 2.2B | 3.1B | 4.0B | 4.8B | 29.0% | 5.4B | 6.0B | 7.3B | 23.4% |
| EPS | -1.03 | -0.20 | 0.09 | -0.02 | -0.16 | — | 0.04 | — | — | — |
| Shares | — | 904.1M | 930.0M | 991.5M | 1.0B | +12.1% | 1.0B | — | — | — |
| Debt | — | 783.6M | 792.9M | 788.9M | 820.1M | 1.5% | 820.2M | — | — | — |
| Equity | — | 1.5B | 2.3B | 3.3B | 4.4B | 44.6% | — | — | — | — |
| Op CF | — | 941.0M | 1.2B | 1.4B | 1.6B | 19.7% | 2.0B | — | — | — |
| Inv CF | — | -556.7M | -340.6M | -536.6M | -764.5M | — | — | — | — | — |
| Fin CF | — | 77.4M | 93.2M | 107.2M | 132.5M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of CRWD are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| CRWD | CrowdStrike Holdings, Inc.(you) | $223.6B | 36 | Hold |
| ORCL | Oracle Corporation | $434.5B | 34 | Sell |
| NET | Cloudflare, Inc. | $106.8B | 38 | Hold |
| SNPS | Synopsys, Inc. | $84.8B | 30 | Sell |
| PANW | Palo Alto Networks, Inc. | $302.8B | 59 | Hold |
| ZS | Zscaler, Inc. | $29.8B | 31 | Sell |
| ADYENN.MX | Adyen N.V. | $34.7B | 50 | Hold |
| MDB | MongoDB, Inc. | $35.9B | 52 | Hold |
| XYZ.AX | Block, Inc. | $50.7B | 60 | Hold |
| 2513.HK | Z.AI Co., Ltd. | $62.0B | 8 | Strong Sell |
Peer medians: ROE 7.6% · P/E 28.3x · Gross margin 32.4%