Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc - Ordinary Shares - Class A

CRWD

Market Cap$87.68B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Crowdstrike Holdings Inc - Ordinary Shares - Class ACrowdstrike Holdings Inc - Ordinary Shares - Class A-4532.7--1%22.11.1

Earnings Call Q4 2025

March 4, 2025 - AI Summary

Strong Financial Performance: CrowdStrike reported a Q4 net new ARR of $224 million, closing FY 2025 at $4.24 billion in ending ARR. The company achieved 23% ending ARR growth and total revenue growth of 29% year-over-year. Notably, free cash flow for FY 2025 hit a record $1.07 billion, marking 27% of revenue, and for the first time, the company surpassed $1 billion in annual free cash flow.
Adoption of Falcon Flex Subscription Model: The Falcon Flex model is driving customer engagement and platform adoption, with Flex customers adding over $1 billion in account value in Q4 alone. The model allows customers to consolidate their cybersecurity products flexibly, leading to an acceleration in module adoption, with customers reportedly adopting more than nine modules on average.
Robust Market Demand and Growth in Emerging Products: The company's cloud security, identity protection, and next-gen SIEM businesses achieved over $1.3 billion in combined ending ARR, growing nearly 50% year-over-year. The transition towards AI in cybersecurity presents a significant growth opportunity, with CrowdStrike positioned as a market leader in securing environments against emerging threats.

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$410.12

Target Price by Analysts

15.9% upsideCrowdstrike Holdings Target Price DetailsTarget Price
$349.27

Current Fair Value

1.3% downside

Overvalued by 1.3% based on the discounted cash flow analysis.

Share Statistics

Market cap$87.68 Billion
Enterprise Value$86.88 Billion
Dividend Yield$0 (0%)
Earnings per Share$-0.08
Beta1.19
Outstanding Shares246,933,000

Return

Return on Equity-
Return on Assets-
Return on Invested Capital-

Valuation & Multiples

P/E Ratio-4532.66
PEG1667.33
Price to Sales22.11
Price to Book Ratio27.21
Enterprise Value to Revenue21.97
Enterprise Value to EBIT-496.05
Enterprise Value to Net Income-4509
Total Debt to Enterprise0.04
Debt to Equity1.07

Revenue Sources

No data

Insider Trades

ESG Score

No data

About Crowdstrike Holdings Inc