CrowdStrike Holdings, Inc.
Company & revenue
About CrowdStrike Holdings, Inc.
Financial breakdown: year ended 2026-01-31 · Research updated Oct 3, 2026
Who they are
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.
How they make money
CrowdStrike generates revenue primarily through subscriptions to its cloud-native Falcon platform, which provides cybersecurity solutions including endpoint security, threat intelligence, and incident response. The company utilizes a land-and-expand business model, where customers initially adopt one or more modules and subsequently expand their usage to additional modules over time.
Products & services
The CrowdStrike Falcon platform is a unified, cloud-native security solution that offers various modules for endpoint protection, cloud security, identity protection, and threat intelligence to detect and prevent cyber threats.
Brands & revenue mix
The primary unified security platform brand.
Separate brand revenue is not available in this research.Source
Revenue share is not unit sales or a best-seller ranking. Parent brands and included sub-brands can overlap; do not add overlapping rows.
Product / operating segments
Calculated from reported segment revenue. Percentages use consolidated company revenue unless a different denominator is stated.
Geographic revenuePREMIUM
Calculated from reported segment revenue. Percentages use consolidated company revenue unless a different denominator is stated.
Customer concentrationPREMIUM
As of the fiscal year ended January 31, 2026, the company does not disclose any single customer accounting for 10% or more of its total revenue.
Suppliers, materials & equipmentPREMIUM
- Public cloud infrastructure providers — The company relies on third-party cloud infrastructure providers to host its Falcon platform; specific provider names are not disclosed as individual suppliers.Source
Competitors
Strengths
- Cloud-native architectureSource
- High dollar-based net retention rate
Wall Street Score
Overall investment score · Quality, value, risk and opportunity
37
Poor
View category scores →
Company Quality
How good is the actual business—regardless of today’s stock price?
62
Fair
Financial Strength
58
Business Quality / Moat
100
Management
44
Growth Quality
67
Risk / Durability
10
Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.
Opportunity
Opportunity Score · How does the current price compare with estimated value?
28
Avoid
Based on current valuation, company quality, recent trends, and available market signals.
View score details →
Model Outlook
12-month model · What does the model think happens next?
37/100
Building Historical Record
Model Score 37/100 — estimates relative performance potential, distinct from WallStreetScore (company quality).
Probability unavailable — the model has not produced a calibrated probability yet.
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WSS View
The quick read
WSS currently sees meaningful weaknesses in the company-strength profile.
At today’s price, the WSS valuation framework currently reads as less attractive based on the available valuation and market data.
The model outlook is currently cautious.
- •Balance-sheet / debt profile scores strongly
- •Debt service risk
- •Valuation is a weaker part of the current profile
- •Revenue fundamentals are weak
Company-specific research
Questions worth answering for CRWD
These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.
- •Can CRWD maintain its current revenue growth rate and improve the amount of that revenue that turns into earnings and cash?
- •Is CRWD's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
- •How is CRWD likely to use its cash advantage: reinvestment, acquisitions, debt reduction, dividends or buybacks?
- •What future growth or profitability would be needed to justify CRWD's current valuation?
Essential Investment Snapshot
Wall Street Score
37
Opportunity Score
28
Market Cap
$274.97B
P/E Ratio
7521.3
EPS
$0.04
52-Week High
$268.95
52-Week Low
$85.68
Beta
1.25
Intrinsic Value
$1.36
Analyst Target
$235.00
Shares Outstanding
1.03B
Total Debt
$820.2M
Dividend
No current dividend
Liquidation Value / Share
$4.98
Momentum & Volatility Signals
Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.
Strong upward momentum
Normal movement
A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.
A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.
Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.
Notices for CRWD
Detected from reported data — verify before acting.Debt service risk
Interest coverage is low (~-10.5x). Earnings may be strained to cover interest expense.
Community Sentiment
0 active · 0 total callsNo personal call yet on CRWD.
What the Bulls Say
- +Cloud-native architecture.
- +High dollar-based net retention rate.
- +Material partnership/catalyst: The company relies on third-party cloud infrastructure providers to host its Falcon platform.
- +Material partnership/catalyst: specific provider names are not disclosed as individual suppliers.
What the Bears Say
- −Intense competition in the cybersecurity market.
- −Dependence on third-party cloud infrastructure.
Bull and bear cases summarize disclosed catalysts, growth opportunities and risks; they are not buy or sell recommendations.
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Scores
Click any score for full breakdownWas this stock page easy to understand?
One click helps us improve the research experience. This is not tied to an investment decision.
Score Changes
Score changes will appear once more historical records are available.
Price vs. Value
OvervaluedCurrent Price
$270.04
Intrinsic Value
$1.36
Difference
+$268.68
+19826.2% vs IV
Margin of Safety
-19826.2%
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