CROWDSTRIKE HOLDINGS, INC. |
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 313.8 USD | +0.39% |
|
+6.20% | +22.89% |
| May. 07 | CrowdStrike, NinjaOne Enter Partnership to Provide Protection Against Cyberattacks | MT |
| May. 07 | Sevco Security Now Available for Purchase on the CrowdStrike Marketplace | CI |
Valuation
| Fiscal Period: January | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 |
|---|---|---|---|---|---|---|---|---|
| Capitalization 1 | 12,986 | 47,749 | 41,428 | 24,822 | 70,242 | 75,889 | - | - |
| Enterprise Value (EV) 1 | 12,074 | 46,568 | 40,171 | 22,858 | 67,510 | 72,025 | 70,501 | 68,620 |
| P/E ratio | -63.6 x | -502 x | -175 x | -134 x | 791 x | 364 x | 224 x | 117 x |
| Yield | - | - | - | - | - | - | - | - |
| Capitalization / Revenue | 27 x | 54.6 x | 28.5 x | 11.1 x | 23 x | 19.1 x | 15.1 x | 12 x |
| EV / Revenue | 25.1 x | 53.3 x | 27.7 x | 10.2 x | 22.1 x | 18.1 x | 14 x | 10.9 x |
| EV / EBITDA | -283 x | 461 x | 168 x | 52.8 x | 87.8 x | 70.2 x | 50.5 x | 37.3 x |
| EV / FCF | 611 x | 159 x | 90.9 x | 32.4 x | 68.2 x | 56.8 x | 42.4 x | 29.8 x |
| FCF Yield | 0.16% | 0.63% | 1.1% | 3.09% | 1.47% | 1.76% | 2.36% | 3.35% |
| Price to Book | 12.2 x | 58.1 x | 40.6 x | 17.1 x | 30.7 x | 23.5 x | 17.4 x | 13 x |
| Nbr of stocks (in thousands) | 212,567 | 221,264 | 229,339 | 234,394 | 240,145 | 241,869 | - | - |
| Reference price 2 | 61.09 | 215.8 | 180.6 | 105.9 | 292.5 | 313.8 | 313.8 | 313.8 |
| Announcement Date | 3/19/20 | 3/16/21 | 3/9/22 | 3/7/23 | 3/5/24 | - | - | - |
1USD in Million2USD
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: January | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 481.4 | 874.4 | 1,452 | 2,241 | 3,056 | 3,974 | 5,025 | 6,324 |
| EBITDA 1 | -42.61 | 101 | 239.2 | 432.9 | 768.7 | 1,025 | 1,396 | 1,837 |
| EBIT 1 | -65.64 | 62.35 | 196.2 | 355.6 | 660.3 | 896.6 | 1,201 | 1,627 |
| Operating Margin | -13.63% | 7.13% | 13.51% | 15.87% | 21.61% | 22.56% | 23.89% | 25.72% |
| Earnings before Tax (EBT) 1 | -139.8 | -87.87 | -160 | -159.9 | 122.8 | 266.8 | 474.9 | 856.5 |
| Net income 1 | -141.8 | -92.63 | -234.8 | -183.2 | 89.33 | 219.5 | 374.6 | 662.4 |
| Net margin | -29.45% | -10.59% | -16.18% | -8.18% | 2.92% | 5.52% | 7.45% | 10.47% |
| EPS 2 | -0.9600 | -0.4300 | -1.030 | -0.7900 | 0.3700 | 0.8629 | 1.402 | 2.681 |
| Free Cash Flow 1 | 19.74 | 292.9 | 441.8 | 706 | 989.7 | 1,269 | 1,664 | 2,301 |
| FCF margin | 4.1% | 33.5% | 30.43% | 31.5% | 32.39% | 31.93% | 33.11% | 36.38% |
| FCF Conversion (EBITDA) | - | 289.87% | 184.7% | 163.1% | 128.74% | 123.73% | 119.2% | 125.23% |
| FCF Conversion (Net income) | - | - | - | - | 1,107.93% | 577.94% | 444.15% | 347.37% |
| Dividend per Share 2 | - | - | - | - | - | - | - | - |
| Announcement Date | 3/19/20 | 3/16/21 | 3/9/22 | 3/7/23 | 3/5/24 | - | - | - |
1USD in Million2USD
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: Januar | 2022 Q3 | 2022 Q4 | 2023 Q1 | 2023 Q2 | 2023 Q3 | 2023 Q4 | 2024 Q1 | 2024 Q2 | 2024 Q3 | 2024 Q4 | 2025 Q1 | 2025 Q2 | 2025 Q3 | 2025 Q4 | 2026 Q1 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 380.1 | 431 | 487.8 | 535.2 | 580.9 | 637.4 | 692.6 | 731.6 | 786 | 845.3 | 904.8 | 956.1 | 1,019 | 1,088 | 1,150 |
| EBITDA 1 | 61.9 | 93.22 | 95.25 | 101 | 105.1 | 119.2 | 138.1 | 181.3 | 204.8 | 244.5 | 218.5 | 235.7 | 260.1 | 303.6 | 295.5 |
| EBIT 1 | 50.71 | 80.39 | 83 | 87.35 | 89.72 | 95.55 | 115.9 | 155.7 | 175.7 | 213.1 | 190.8 | 208 | 232.7 | 264.7 | 261.3 |
| Operating Margin | 13.34% | 18.65% | 17.01% | 16.32% | 15.45% | 14.99% | 16.73% | 21.27% | 22.35% | 25.21% | 21.09% | 21.76% | 22.83% | 24.32% | 22.71% |
| Earnings before Tax (EBT) 1 | -45.98 | -28.16 | -26.97 | -43.54 | -45.76 | -43.62 | 4.908 | 13.09 | 36.27 | 68.55 | 39.82 | 57.58 | 75.79 | 105.8 | 92.69 |
| Net income 1 | -50.45 | -41.98 | -31.52 | -49.28 | -54.96 | -47.48 | 0.491 | 8.472 | 26.66 | 53.7 | 48.12 | 42.52 | 57.45 | 70.39 | 76.7 |
| Net margin | -13.27% | -9.74% | -6.46% | -9.21% | -9.46% | -7.45% | 0.07% | 1.16% | 3.39% | 6.35% | 5.32% | 4.45% | 5.64% | 6.47% | 6.67% |
| EPS 2 | -0.2200 | -0.1800 | -0.1400 | -0.2100 | -0.2400 | -0.2000 | - | 0.0300 | 0.1100 | 0.2200 | 0.1724 | 0.1601 | 0.2354 | 0.3043 | 0.2809 |
| Dividend per Share 2 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Announcement Date | 12/1/21 | 3/9/22 | 6/2/22 | 8/30/22 | 11/29/22 | 3/7/23 | 5/31/23 | 8/30/23 | 11/28/23 | 3/5/24 | - | - | - | - | - |
1USD in Million2USD
Estimates
Balance Sheet Analysis
| Fiscal Period: Januar | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 |
|---|---|---|---|---|---|---|---|---|
| Net Debt 1 | - | - | - | - | - | - | - | - |
| Net Cash position 1 | 912 | 1,181 | 1,257 | 1,964 | 2,732 | 3,864 | 5,387 | 7,269 |
| Leverage (Debt/EBITDA) | - | - | - | - | - | - | - | - |
| Free Cash Flow 1 | 19.7 | 293 | 442 | 706 | 990 | 1,269 | 1,664 | 2,301 |
| ROE (net income / shareholders' equity) | -111% | 7.76% | 16.9% | 29.6% | 39.9% | 34.1% | 31.3% | 30% |
| ROA (Net income/ Total Assets) | -15.4% | -4.48% | -7.39% | -4.24% | 1.53% | 3.82% | 5.66% | 6.96% |
| Assets 1 | 919.1 | 2,069 | 3,175 | 4,322 | 5,836 | 5,748 | 6,623 | 9,520 |
| Book Value Per Share 2 | 5.010 | 3.710 | 4.450 | 6.210 | 9.530 | 13.30 | 18.00 | 24.20 |
| Cash Flow per Share 2 | 0.6800 | 1.520 | 2.530 | 4.040 | 4.790 | 5.860 | 8.280 | 9.820 |
| Capex 1 | 80.2 | 52.8 | 112 | 235 | 177 | 301 | 345 | 435 |
| Capex / Sales | 16.66% | 6.04% | 7.73% | 10.49% | 5.78% | 7.58% | 6.86% | 6.88% |
| Announcement Date | 3/19/20 | 3/16/21 | 3/9/22 | 3/7/23 | 3/5/24 | - | - | - |
1USD in Million2USD
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Change in Enterprise Value/EBITDA
Trading Rating
Investor Rating
ESG Refinitiv
C-
Sell
Buy
Mean consensus
BUY
Number of Analysts
51
Last Close Price
313.8
USD
Average target price
390.5
USD
Spread / Average Target
+24.46%
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| +22.89% | 75.6B | |
| -11.09% | 195B | |
| +4.84% | 173B | |
| +3.88% | 155B | |
| +4.28% | 100B | |
| +10.39% | 79.97B | |
| -7.49% | 71.69B | |
| -20.71% | 53.13B | |
| -10.40% | 43.19B | |
| -3.73% | 33.93B |
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