Company Overview
CrowdStrike sells cloud-delivered cybersecurity software focused on protecting endpoints and broader enterprise environments. The business is built around a subscription model delivered through the cloud. It serves customers at meaningful scale, with an equity value near USD 99.7 billion. The stock trades on Nasdaq.
Analysis of recent data
FundamentalsFor the year ended January 31, 2026 (reported in USD), revenue reached about USD 4.8 billion, up 21.7% from the prior year, while net income was a loss of about USD 161.2 million. Profitability remained pressured on a trailing basis, with a 74.81% gross margin alongside a -6.10% operating margin and a -3.38% net profit margin.
Cash on the balance sheet was about USD 5.2 billion against total debt of about USD 745.5 million, with depreciation and amortization of about USD 250.2 million. Return on equity over the trailing period was -4.15%.
Valuation
DCF / MultiplesAt USD 393.31 per share, the current price sits well above the DCF’s implied value range, which is negative across all modeled scenarios. The headline multiples reinforce how much value is being placed on revenue today, with price-to-sales at 20.73 and EV/EBITDA at 1,356.58.
Conclusion
TakeawayThe price is paying for growth to stay fast. Reinvestment has to translate into real profits. Margins need to turn positive and keep improving. If losses linger, the valuation case weakens quickly.