CrowdStrike Holdings, Inc.
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…
$227.39
-$17.18 (-7.02%)
EOD Oct 16, 2026
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.
At 4548x earnings, the current multiple leaves limited room for execution misses or growth deceleration. ROIC dropped from -2.57% to -4.97%, capital efficiency is deteriorating.
4547.8x earnings, 144.7x FCF. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.
Price History
Valuation & Multiples
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$5.40B
▲ +21.7% YoY
Net Income (TTM)
$45M
▼ -966.2% YoY
Op. Margin
-2.46%
▼ -3.2pp YoY
ROIC
-1.96%
▼ -2.4pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$1.61B
▲ +16.3% YoY
Op. Cash Flow (TTM)
$2.02B
▲ +16.7% YoY
Net Debt
-$4.19B
Net Cash Position
Cash & Equiv.
$5.01B
5Y CAGR: +40.6%
5Y CAGR: +34.0%
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SourceComputed from the 10-Q filed 20 Aug 2026, covering the period ending 31 Jul 2026, as reported to the SEC. Data last refreshed 28 Aug 2026. How this is calculated.
Price from market data, last close as of 16 Oct 2026. Fiscal year ends Jan. Sector medians are approximate S&P 500 benchmarks and update periodically.
Is CrowdStrike Holdings (CRWD) overvalued?
At a P/E of 4,547.8 and a price-to-free-cash-flow of 144.7, CrowdStrike Holdings (CRWD) trades above a two-stage DCF intrinsic value of about $81.76 per share, so at $227.39 the stock looks overvalued (64.0% above estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, CrowdStrike Holdings scores 65/100 on Intrinsiqq's quality scorecard (a solid business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. All figures are computed from SEC filings; read the full methodology, or see how the market compares in our US profitability statistics. This is analysis, not investment advice.
Frequently asked
What is CrowdStrike Holdings's fair value?+
Intrinsiqq's two-stage DCF estimates an intrinsic value of about $81.76 per share for CRWD, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around $61.32. At today's $227.39, that puts the stock about 64.0% above estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
Is CrowdStrike Holdings a high-quality business?+
CrowdStrike Holdings scores 65 out of 100 on Intrinsiqq's quality score, a weighted blend of 8 metrics each scored 0 to 100, which makes it a solid business on these measures. Recent fundamentals include a -2.5% operating margin and a -2.0% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
Is CrowdStrike Holdings a good stock to buy right now?+
That depends on valuation and quality together, not either alone. CRWD currently trades above its estimated intrinsic value and scores 65/100 on quality (solid). A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.
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Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.