StonkScan
OverviewRevenueFinancialsValuationOutlookOwnership
Price
Performance · vs S&P 500
Company
CrowdStrike Holdings, Inc.
NASDAQ · USD
Mega cap
145× peer median
3.25× peer median
23% more volatile
Claude reads this page's data and writes up CrowdStrike Holdings, Inc.'s financials, valuation and analyst coverage: built only from the figures here, with nothing pulled in from elsewhere.
Generated by an AI model from the data on this page. It can be wrong, and it isn't investment advice or a recommendation to buy or sell anything. Check every figure against the sections themselves before you rely on it.
$4.8B of revenue against $5.1B of operating costs: an operating loss of $294M.
Profitability · FY26
$1.5B in FY22 to $4.8B in FY26, with the latest year up 21.7%, slower than the trend.
Growth · FY26
Free cash flow of $1.3B covers the business without outside capital, on $5.2B of cash and short-term investments.
Liquidity · FY26
$5.2B of cash and short-term investments against $746M of total debt.
Liquidity · FY26
$7.4B of current assets against $4.2B due within a year.
Liquidity · FY26
-9.8% in FY22 to -6.1% in FY26.
Profitability · FY26
Revenue came in above consensus by 1.5% on average over the last four reports.
Quality · Aug '26
The post-earnings surge in Snowflake (SNOW) shares is something Mark Gibbens sees reinforcing newfound market confidence in software. Even though HPE (HPE) did not rally after reporting strong numbers, he says the a still-strong AI story backs the company's momentum.
After CrowdStrike (CRWD) and Palo Alto Networks (PANW) added confidence to cybersecurity's outlook, investors turn to ZScaler (ZS) earnings as the next test for the sector. Rick Ducat points to the stock's lagging price action and notable resistance areas ahead as key tests for momentum.
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.
CrowdStrike Holdings, Inc. (CRWD) Presents at Fal.con, Las Vegas Transcript
AUSTIN, Texas & LAS VEGAS--(BUSINESS WIRE)--Fal.Con 2026 – CrowdStrike (NASDAQ: CRWD) today announced its 2026 customer and partner award winners at Fal.Con 2026, recognizing the customers and partners building with CrowdStrike to secure the front lines of AI. 2026 CrowdStrike Customer Impact Award Winners Anthropic – Global Leadership Impact Award Mondelēz International – Global Community Impact Award Providence Health & Services – Global Transformation Award Salesforce – Global AI Impact.
Palo Alto Networks posted a strong fiscal fourth-quarter report after Tuesday's close, and Palo Alto stock is getting punished for it.
Average month-end to month-end move for CRWDin each calendar month. Point at a bar for that month's spread: past seasonality is a tendency in a small sample, not a forecast.
+$900M vs FY25
FY25 → FY26
FY22 → FY26, annualized
+24.3% vs the four before
Q2 FY27 · +25.8% YoY
Share of the latest fiscal year, largest first. The line is the segment across every fiscal year we have: hover it to read one.
What each segment added to or took off the top line in dollars: ranked by the size of the move, not its percentage.
+21.7% YoY
−0.2 pp YoY
−3.1 pp YoY
−$143M YoY
−2.9 pp YoY
−$0.14 YoY
+22.7% YoY
+25.3% YoY
| $ billions | FY26 | FY25 | FY24 | FY23 | FY22 |
|---|---|---|---|---|---|
| Cash & equivalents | 5.2 | 4.3 | 3.4 | 2.5 | 2.0 |
| Short-term investments | 0.0 | 0.0 | 0.1 | 0.3 | 0.0 |
| Receivables | 1.4 | 1.1 | 0.9 | 0.6 | 0.4 |
| $ billions | FY26 | FY25 | FY24 | FY23 | FY22 |
|---|---|---|---|---|---|
| Operating cash flow | 1.6 | 1.4 | 1.2 | 0.9 | 0.6 |
| Capital expenditure | −0.3 | −0.3 | −0.2 | −0.3 | −0.1 |
| Free cash flow | 1.3 | 1.1 | 0.9 |
P/E vs EPS growth · below the channel = cheaper for its growth
P/S vs revenue growth · below the channel = cheaper for its growth
| Ticker | P/E | Fwd P/E | PEG | P/S | Fwd P/S | PSG | EPS gr | Rev gr |
|---|---|---|---|---|---|---|---|---|
| CRWD | 6107.1 | 171.6 | - | 40.6 | 36.5 | 1.59 | 0% | 23% |
| PANW | 721.6 | 79.3 | 0.61 | 23.6 | 19.1 | 1.14 | 130% | 17% |
| TXN | 38.4 | 29.8 | 0.99 | 11.9 | 10.6 | 0.66 | 30% | 16% |
| KLAC | 46.9 | 31.5 | 1.08 | 16.6 | 12.5 | 0.57 | 29% | 22% |
| ADI | 42.1 | 27.7 | 0.44 | 12.5 | 11.5 | 0.50 | 62% | 23% |
| ACN | 15.3 | 13.9 | 1.62 | 1.6 | 1.6 | 0.32 | 9% | 5% |
Dots = reported EPS vs consensus · gap = surprise · dashed = estimate ($)
Solid = reported · dashed = forward consensus · shaded = analyst low–high ($B)
Rows: discount rate (r) · Columns: terminal growth (g∞) · cell = fair value, shaded by up/downside vs 215.
Last 12M · $0M bought · $2M sold · net −$2M
| Inventory |
|---|
| 0.0 |
| 0.0 |
| 0.0 |
| 0.0 |
| 0.0 |
| Total current assets | 7.4 | 5.8 | 4.5 | 3.5 | 2.4 |
|---|
| Property, plant & equipment | 1.0 | 0.8 | 0.7 | 0.5 | 0.3 |
|---|
| Long-term investments | 0.1 | 0.1 | 0.1 | 0.0 | 0.0 |
|---|
| Other non-current assets | 2.5 | 2.0 | 1.4 | 1.0 | 0.9 |
|---|
| Total assets | 11.1 | 8.7 | 6.6 | 5.0 | 3.6 |
|---|
| Accounts payable | 0.1 | 0.1 | 0.0 | 0.0 | 0.0 |
|---|
| Short-term debt | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
|---|
| Total current liabilities | 4.2 | 3.5 | 2.7 | 2.1 | 1.4 |
|---|
| Long-term debt | 0.7 | 0.7 | 0.7 | 0.7 | 0.7 |
|---|
| Total liabilities | 6.6 | 5.4 | 4.3 | 3.5 | 2.6 |
|---|
| Shareholders’ equity | 4.4 | 3.3 | 2.3 | 1.5 | 1.0 |
|---|
Fiscal year · latest five reported years
| 0.7 |
| 0.4 |
| Investing cash flow | −0.8 | −0.5 | −0.3 | −0.6 | −0.6 |
|---|
| Dividends paid | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
|---|
| Share buybacks | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
|---|
| Net debt issued / (repaid) | 0.0 | 0.0 | 0.0 | −0.0 | 0.0 |
|---|
| Financing cash flow | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 |
|---|
| Net change in cash | 1.0 | 0.9 | 0.9 | 0.5 | 0.1 |
|---|
Fiscal year · outflows shown negative