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Earnings transcript
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CRWD
CrowdStrike Holdings, Inc.
$654.54
9.61
(1.49%)
| Exchange: | NASDAQ |
| Market Cap: | 166.623B |
| Shares Outstanding: | 171.202M |
Delayed data
About The Company
| Sector: | Technology | |||||
| Industry: | Software – Infrastructure | |||||
| CEO: | George R. Kurtz | |||||
| Full Time Employees: | 10118 | |||||
| Address: |
| |||||
| Website: | https://www.crowdstrike.com |
CrowdStrike Holdings, Inc. delivers cloud-native cybersecurity solutions. Its comprehensive suite safeguards endpoints, cloud workloads, user identities, and critical data. The company’s offerings span a wide range, including threat intelligence, managed security services, IT operations management, proactive threat hunting, Zero Trust identity protection, and log management capabilities. CrowdStrike primarily generates revenue through subscription sales of its flagship Falcon platform and its array of cloud modules. These offerings are distributed globally via a direct sales force, augmented by an extensive network of channel partners. Established in 2011, the company is headquartered in Austin, Texas.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
Short, structured highlights from the call so you can focus on what matters.
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Login — it's freeIncome Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Revenue | 3,055,555 | 3,953,624 | 4,812,005 |
| Gross Profit | 2,299,832 | 2,962,143 | 3,593,076 |
| EBITDA | 293,827 | 294,801 | 182,483 |
| Operating Income | -1,995 | -120,430 | -293,292 |
| Net Income | 89,327 | -19,271 | -162,502 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Total Assets | 6,646,520 | 8,701,578 | 11,086,684 |
| Total Liabilities | 4,309,431 | 5,382,661 | 6,614,079 |
| Total Stockholders Equity | 2,303,950 | 3,279,494 | 4,428,390 |
| Total Debt | 792,874 | 788,901 | 820,077 |
| Cash and Cash Equivalents | 3,375,069 | 4,323,295 | 5,230,125 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Operating Cash Flow | 1,166,207 | 1,381,727 | 1,612,349 |
| Capital Expenditure | -237,112 | -254,852 | -302,108 |
| Free Cash Flow | 929,095 | 1,126,875 | 1,310,241 |
| Net Income | 89,327 | -16,596 | -161,165 |
| Net Change in Cash | 920,673 | 947,069 | 989,951 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2031 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 11,755,006.554 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 12,216,163.774 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 11,982,300 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 1,833,041.355 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 1,904,952.864 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 1,868,484.830 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 2,484,945.728 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 2,612,416.967 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 2,547,772.719 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 6,236,106.992 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 6,480,753.879 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 6,356,687.635 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 9.870 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 10.120 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 9.630 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 10 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 4 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Robust Financial Performance: CrowdStrike reported strong Q4 2025 results in the latest earnings call, with significant growth in net new Annual Recurring Revenue (ARR) and revenue surpassing expectations. Key metrics such as revenue, gross profit, and operating income from income statements reflect consistent upward trends, supported by strong free cash flow generation as per cash flow statements.
- Market Leadership in Cybersecurity: As highlighted in the earnings call transcript, CrowdStrike maintains a competitive edge in the cybersecurity industry through innovative solutions and a clear strategic vision. The company’s description and product segment revenue data indicate a strong focus on high-demand areas within the sector.
- Solid Balance Sheet: Balance sheet data shows substantial cash and cash equivalents alongside manageable total liabilities, indicating financial stability. A favorable current ratio (TTM) and quick ratio (TTM) further underscore liquidity strength to support ongoing operations and growth initiatives.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates CRWD intrinsic value between $53.58 – $56.11 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
[intrinsic_calculator]
Common questions about CRWD valuation
Is CrowdStrike Holdings, Inc. (CRWD) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for CrowdStrike Holdings, Inc. (CRWD) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is CRWD a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether CRWD trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is CRWD’s P/E ratio?
You can see CRWD’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for CRWD?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is CRWD a good long-term investment?
Whether CRWD fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
CRWD
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Daily snapshot
1.49
Trading Metrics:
| Open: | 639.03 | Previous Close: | 644.93 | |
| Day Low: | 635.95 | Day High: | 662.13 | |
| Year Low: | 342.72 | Year High: | 785.66 | |
| Price Avg 50: | 521.03 | Price Avg 200: | 479.23 | |
| Volume: | 693055 | Average Volume: | 3.521M |
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Login — it's freeCRWD full analysis
Welcome to MARKETSNAP’s SWOT analysis for CrowdStrike Holdings, Inc., a powerhouse in the cybersecurity space that most of you are already familiar with. If you’re a long-term investor looking to build wealth, you’ve likely got your eye on this player, and today we’re diving deep into what makes CrowdStrike tick, what’s holding it back, and where it’s headed. We’ll break this down with a full SWOT analysis, sprinkle in some recent developments, and wrap it up with insights tailored for…
