CROWDSTRIKE HOLDINGS, INC. |
Market Closed -
Other stock markets
|
After market 07:00:04 pm | |||
| 385 USD | -1.81% |
|
386.2 | +0.29% |
| Jul. 02 | CrowdStrike Shares Fall Following Analyst Actions | MT |
| Jul. 02 | You can't escape politics |  |
Valuation
| Fiscal Period: Januar | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 |
|---|---|---|---|---|---|---|---|---|
| Capitalization 1 | 12,986 | 47,749 | 41,428 | 24,822 | 70,242 | 95,434 | - | - |
| Enterprise Value (EV) 1 | 12,074 | 46,568 | 40,171 | 22,858 | 67,510 | 91,629 | 90,074 | 88,372 |
| P/E ratio | -63.6 x | -502 x | -175 x | -134 x | 791 x | 446 x | 271 x | 148 x |
| Yield | - | - | - | - | - | - | - | - |
| Capitalization / Revenue | 27 x | 54.6 x | 28.5 x | 11.1 x | 23 x | 23.9 x | 18.9 x | 15 x |
| EV / Revenue | 25.1 x | 53.3 x | 27.7 x | 10.2 x | 22.1 x | 22.9 x | 17.8 x | 13.9 x |
| EV / EBITDA | -283 x | 461 x | 168 x | 52.8 x | 87.8 x | 86.6 x | 64.6 x | 48.2 x |
| EV / FCF | 611 x | 159 x | 90.9 x | 32.4 x | 68.2 x | 71.1 x | 53.5 x | 39.1 x |
| FCF Yield | 0.16% | 0.63% | 1.1% | 3.09% | 1.47% | 1.41% | 1.87% | 2.56% |
| Price to Book | 12.2 x | 58.1 x | 40.6 x | 17.1 x | 30.7 x | 29.1 x | 21.6 x | 16.1 x |
| Nbr of stocks (in thousands) | 212,567 | 221,264 | 229,339 | 234,394 | 240,145 | 243,361 | - | - |
| Reference price 2 | 61.09 | 215.8 | 180.6 | 105.9 | 292.5 | 392.2 | 392.2 | 392.2 |
| Announcement Date | 3/19/20 | 3/16/21 | 3/9/22 | 3/7/23 | 3/5/24 | - | - | - |
1USD in Million2USD
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: Januar | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 481.4 | 874.4 | 1,452 | 2,241 | 3,056 | 4,001 | 5,060 | 6,375 |
| EBITDA 1 | -42.61 | 101 | 239.2 | 432.9 | 768.7 | 1,058 | 1,395 | 1,832 |
| EBIT 1 | -65.64 | 62.35 | 196.2 | 355.6 | 660.3 | 908.9 | 1,211 | 1,640 |
| Operating Margin | -13.63% | 7.13% | 13.51% | 15.87% | 21.61% | 22.72% | 23.93% | 25.72% |
| Earnings before Tax (EBT) 1 | -139.8 | -87.87 | -160 | -159.9 | 122.8 | 299.1 | 482.9 | 867.4 |
| Net income 1 | -141.8 | -92.63 | -234.8 | -183.2 | 89.33 | 224 | 368.4 | 636.3 |
| Net margin | -29.45% | -10.59% | -16.18% | -8.18% | 2.92% | 5.6% | 7.28% | 9.98% |
| EPS 2 | -0.9600 | -0.4300 | -1.030 | -0.7900 | 0.3700 | 0.8795 | 1.448 | 2.654 |
| Free Cash Flow 1 | 19.74 | 292.9 | 441.8 | 706 | 989.7 | 1,289 | 1,685 | 2,258 |
| FCF margin | 4.1% | 33.5% | 30.43% | 31.5% | 32.39% | 32.21% | 33.3% | 35.42% |
| FCF Conversion (EBITDA) | - | 289.87% | 184.7% | 163.1% | 128.74% | 121.75% | 120.77% | 123.24% |
| FCF Conversion (Net income) | - | - | - | - | 1,107.93% | 575.35% | 457.3% | 354.86% |
| 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: January | 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 | 2026 Q2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 431 | 487.8 | 535.2 | 580.9 | 637.4 | 692.6 | 731.6 | 786 | 845.3 | 921 | 961.1 | 1,024 | 1,096 | 1,168 | 1,216 |
| EBITDA 1 | 93.22 | 95.25 | 101 | 105.1 | 119.2 | 138.1 | 181.3 | 204.8 | 244.5 | 235.4 | 242.8 | 266.4 | 304.9 | 308.8 | 333.4 |
| EBIT 1 | 80.39 | 83 | 87.35 | 89.72 | 95.55 | 115.9 | 155.7 | 175.7 | 213.1 | 198.7 | 211 | 233.7 | 266 | 269.4 | 287.3 |
| Operating Margin | 18.65% | 17.01% | 16.32% | 15.45% | 14.99% | 16.73% | 21.27% | 22.35% | 25.21% | 21.58% | 21.95% | 22.82% | 24.27% | 23.06% | 23.63% |
| Earnings before Tax (EBT) 1 | -28.16 | -26.97 | -43.54 | -45.76 | -43.62 | 4.908 | 13.09 | 36.27 | 68.55 | 53.93 | 66.94 | 79.62 | 108.1 | 101.4 | 107.7 |
| Net income 1 | -41.98 | -31.52 | -49.28 | -54.96 | -47.48 | 0.491 | 8.472 | 26.66 | 53.7 | 42.82 | 51.83 | 55.48 | 71.45 | 72.36 | 76.88 |
| Net margin | -9.74% | -6.46% | -9.21% | -9.46% | -7.45% | 0.07% | 1.16% | 3.39% | 6.35% | 4.65% | 5.39% | 5.42% | 6.52% | 6.2% | 6.32% |
| EPS 2 | -0.1800 | -0.1400 | -0.2100 | -0.2400 | -0.2000 | - | 0.0300 | 0.1100 | 0.2200 | 0.1700 | 0.2053 | 0.2185 | 0.2855 | 0.2898 | 0.3001 |
| Dividend per Share 2 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Announcement Date | 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 | 6/4/24 | - | - | - | - | - |
1USD in Million2USD
Estimates
Balance Sheet Analysis
| Fiscal Period: January | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 |
|---|---|---|---|---|---|---|---|---|
| Net Debt 1 | - | - | - | - | - | - | - | - |
| Net Cash position 1 | 912 | 1,181 | 1,257 | 1,964 | 2,732 | 3,805 | 5,359 | 7,062 |
| Leverage (Debt/EBITDA) | - | - | - | - | - | - | - | - |
| Free Cash Flow 1 | 19.7 | 293 | 442 | 706 | 990 | 1,289 | 1,685 | 2,258 |
| ROE (net income / shareholders' equity) | -111% | 7.76% | 16.9% | 29.6% | 39.9% | 34.5% | 31.2% | 29.9% |
| ROA (Net income/ Total Assets) | -15.4% | -4.48% | -7.39% | -4.24% | 1.53% | 3.76% | 8.17% | 8.88% |
| Assets 1 | 919.1 | 2,069 | 3,175 | 4,322 | 5,836 | 5,953 | 4,511 | 7,162 |
| Book Value Per Share 2 | 5.010 | 3.710 | 4.450 | 6.210 | 9.530 | 13.50 | 18.20 | 24.40 |
| Cash Flow per Share 2 | 0.6800 | 1.520 | 2.530 | 4.040 | 4.790 | 6.320 | 7.820 | 9.800 |
| Capex 1 | 80.2 | 52.8 | 112 | 235 | 177 | 282 | 334 | 414 |
| Capex / Sales | 16.66% | 6.04% | 7.73% | 10.49% | 5.78% | 7.05% | 6.61% | 6.5% |
| 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
50
Last Close Price
392.2
USD
Average target price
402.5
USD
Spread / Average Target
+2.65%
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| +50.81% | 95.43B | |
| -13.42% | 190B | |
| +5.90% | 172B | |
| +8.41% | 161B | |
| +1.57% | 96.46B | |
| +14.95% | 84.2B | |
| +5.07% | 78.93B | |
| -28.68% | 47.81B | |
| +1.00% | 47.66B | |
| +0.82% | 34.84B |
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- Financials CrowdStrike Holdings, Inc.
