AI Spotlight on CRWD
Company Description
CrowdStrike Holdings, Inc.provides cloud-delivered protection across endpoints and cloud workloads, identity, and data.It offers threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management.
The company primarily sells subscriptions to its Falcon platform and cloud modules through its direct sales team that leverages its network of channel partners.It serves customers worldwide.The company was incorporated in 2011 and is based in Austin, Texas.
Market Data
Last Price | 396.87 |
Change Percentage | -0.05% |
Open | 399.73 |
Previous Close | 397.07 |
Market Cap ( Millions) | 97754 |
Volume | 2742345 |
Year High | 411.3 |
Year Low | 200.81 |
M A 50 | 360.43 |
M A 200 | 320.82 |
Financial Ratios
FCF Yield | 1.14% |
Dividend Yield | 0.00% |
ROE | 4.71% |
Debt / Equity | 25.90% |
Net Debt / EBIDTA | -1167.32% |
Price To Book | 31.87 |
Price Earnings Ratio | 769.05 |
Price To FCF | 87.57 |
Price To sales | 26.13 |
EV / EBITDA | 317.33 |
News
- Jan -30 - CrowdStrike Shows Global Outage Crisis Was A Temporary Blip; Stock Hits Highs
- Jan -30 - Seraphic Security Announces $29 Million Series A Led by GreatPoint Ventures with Participation from the CrowdStrike Falcon Fund
- Jan -29 - 2 cybersecurity stocks to buy and add to your portfolio in 2025
- Jan -29 - CrowdStrike Stock Soars 9.4% on DeepSeek Cyber Attack: A Must-Watch
- Jan -29 - 2 stocks to turn $100 into $1000 in 2025 after DeepSeek market chaos
- Jan -29 - Strength Seen in CrowdStrike (CRWD): Can Its 9.4% Jump Turn into More Strength?
- Jan -29 - Watch These CrowdStrike Price Levels After Stock Surges to Record High
- Jan -28 - CrowdStrike Stock Hits Record High Following DeepSeek Cyberattack
- Jan -28 - Why CrowdStrike Stock Is Soaring Today
- Jan -26 - CrowdStrike: Strong Growth Fueled By Latent Demand
- Jan -25 - 3 stocks poised for explosive growth
- Jan -25 - Broadcom, AI Plays Lead 5 Top Stocks To Watch Near Buy Points
- Jan -24 - CrowdStrike: Watch That ARR Muscle Flex (Rating Upgrade)
- Jan -23 - CrowdStrike Holdings (CRWD) Stock Falls Amid Market Uptick: What Investors Need to Know
- Jan -23 - CrowdStrike Co-Founder: TikTok security threats are 'mostly theoretical' for now
- Jan -21 - Cybersecurity's Outlook & TikTok's "Double-Edged Sword"
- Jan -21 - CrowdStrike CEO on new adversaries in an AI world
- Jan -21 - CrowdStrike CEO looks back on July's widespread outage
- Jan -21 - CrowdStrike CEO: Next green field will be the technology to secure AI
- Jan -21 - CrowdStrike at Davos 2025: Leading the Global Conversation on Cybersecurity
Business Breakdown
Expected Mid-Term Growth
Segment nΒ°1 -> Subscription
Expected Growth : 14.0 %
What the company do ?
CrowdStrike Holdings, Inc.'s subscription offers real-time threat detection, prevention, and response, providing customers with a cloud-based endpoint security solution.
Why we expect these perspectives ?
CrowdStrike's subscription growth of 14.0% is driven by increasing demand for cloud-based endpoint security solutions, expansion into new markets, and growing adoption of its Falcon platform by large enterprises. Additionally, the company's strong sales execution, strategic partnerships, and innovative product offerings are contributing to its rapid growth.
Segment nΒ°2 -> Professional Services
Expected Growth : 15.53 %
What the company do ?
CrowdStrike's Professional Services provide expert-led incident response, compromise assessments, and proactive security services to help organizations strengthen their cybersecurity posture.
Why we expect these perspectives ?
CrowdStrike's Professional Services segment growth of 15.53% is driven by increasing demand for cybersecurity solutions, expansion of existing customer relationships, and growth in incident response and proactive services. Additionally, the company's Falcon platform adoption and strategic partnerships contribute to the segment's growth.
Crowdstrike Holdings, Inc. Products
Product Range | What is it ? |
---|---|
Falcon Endpoint Protection | A cloud-based endpoint security solution that provides real-time threat detection, prevention, and response. |
Falcon Intelligence | A threat intelligence solution that provides real-time threat data, analysis, and insights to help organizations stay ahead of emerging threats. |
Falcon Overwatch | A managed threat hunting service that provides 24/7 monitoring and response to advanced threats. |
Falcon Spotlight | A vulnerability management solution that provides real-time vulnerability detection and prioritization. |
Falcon Discover | A cloud-based IT hygiene solution that provides real-time visibility into endpoint configurations and vulnerabilities. |
CrowdStrike Falcon XDR | A cloud-based extended detection and response solution that provides real-time threat detection and response across endpoints, networks, and clouds. |
CrowdStrike Holdings, Inc.'s Porter Forces
Threat Of Substitutes
CrowdStrike Holdings, Inc. has a low threat of substitutes due to its unique cloud-based endpoint security platform, which provides advanced threat detection and prevention capabilities.
Bargaining Power Of Customers
CrowdStrike Holdings, Inc. has a medium bargaining power of customers due to the presence of large enterprises and government agencies as its customers, which can negotiate prices and terms.
Bargaining Power Of Suppliers
CrowdStrike Holdings, Inc. has a low bargaining power of suppliers due to its ability to develop its own technology and intellectual property, reducing its dependence on external suppliers.
Threat Of New Entrants
CrowdStrike Holdings, Inc. has a high threat of new entrants due to the growing demand for cybersecurity solutions and the relatively low barriers to entry in the industry.
Intensity Of Rivalry
CrowdStrike Holdings, Inc. operates in a highly competitive industry with several established players, leading to a high intensity of rivalry among competitors.
Strength
Capital Structure
Value | |
---|---|
Debt Weight | 24.72% |
Debt Cost | 4.40% |
Equity Weight | 75.28% |
Equity Cost | 9.32% |
WACC | 8.11% |
Leverage | 32.84% |
CrowdStrike Holdings, Inc. : Quality Control
CrowdStrike Holdings, Inc. passed 6 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
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ZS | Zscaler, Inc. operates as a cloud security company worldwide. The company provides Zscaler Internet Access solution that provides users, servers, operational technology, Internet of Things device secure access to externally β¦ |
ORCL | Oracle Corporation offers products and services that address enterprise information technology environments worldwide. Its Oracle cloud software as a service offering include various cloud software applications, including Oracle Fusion cloud β¦ |
SNPS | Synopsys, Inc. provides electronic design automation software products used to design and test integrated circuits. The company offers Fusion Design Platform that provides digital design implementation solutions; Verification Continuum Platform β¦ |
FTNT | Fortinet, Inc. provides broad, integrated, and automated cybersecurity solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It offers FortiGate hardware and software licenses that provide β¦ |
ADBE | Adobe Inc. operates as a diversified software company worldwide. It operates through three segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products, services, and β¦ |