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Founded in 2011, CrowdStrike reinvented cybersecurity for the cloud and artificial intelligence ( AI ) era and transformed the way cybersecurity is delivered and experienced by customers. When we started CrowdStrike, cyberattackers had an asymmetric advantage over legacy cybersecurity products that could not keep pace with rapid changes in adversary tactics, a dynamic that has intensified as ad…
$768.95
$13.22 (-1.69%)
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The business is unprofitable at the operating level (-6.10% margin). The thesis depends entirely on whether and when it reaches sustainable profitability.
Revenue grew 21.7%, still solid. Margins contracted 3.2pp, which offsets some of the top-line progress.
ROIC dropped from -2.57% to -4.97%, capital efficiency is deteriorating. Operating margin contracted 3.2pp YoY, cost discipline may be slipping.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$4.81B
▲ +21.7% YoY
Net Income (TTM)
-$163M
▼ -966.2% YoY
Op. Margin
-6.10%
▼ -3.2pp YoY
ROIC
-4.97%
▼ -2.4pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$1.31B
▲ +16.3% YoY
Op. Cash Flow (TTM)
$1.61B
▲ +16.7% YoY
Net Debt
-$4.41B
Net Cash Position
Cash & Equiv.
$5.23B
5Y CAGR: +40.6%
5Y CAGR: +34.0%
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