CrowdStrike Holdings, Inc.

BIT:1CRWD Stock Report

Market Cap: €86.7b

CrowdStrike Holdings Valuation

Is 1CRWD undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 1CRWD when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: 1CRWD (€346.7) is trading below our estimate of fair value (€447.67)

Significantly Below Fair Value: 1CRWD is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 1CRWD?

Key metric: As 1CRWD is barely profitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for 1CRWD. This is calculated by dividing 1CRWD's market cap by their current revenue.
What is 1CRWD's PS Ratio?
PS Ratio24.1x
SalesUS$3.74b
Market CapUS$90.10b

Price to Sales Ratio vs Peers

How does 1CRWD's PS Ratio compare to its peers?

The above table shows the PS ratio for 1CRWD vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average10.6x
FTNT Fortinet
13.1x12.3%US$75.0b
PANW Palo Alto Networks
15x13.0%US$124.4b
CY4 Cy4gate
1.6x12.4%€111.7m
ZS Zscaler
12.5x16.3%US$28.7b
1CRWD CrowdStrike Holdings
24.1x17.8%€90.1b

Price-To-Sales vs Peers: 1CRWD is expensive based on its Price-To-Sales Ratio (24.1x) compared to the peer average (10.6x).

Price to Sales Ratio vs Industry

How does 1CRWD's PS Ratio compare vs other companies in the European Software Industry?

44 CompaniesPrice / SalesEstimated GrowthMarket Cap
1CRWD 24.1xIndustry Avg. 2.1xNo. of Companies50PS0246810+
44 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: 1CRWD is expensive based on its Price-To-Sales Ratio (24.1x) compared to the European Software industry average (2.1x).

Price to Sales Ratio vs Fair Ratio

What is 1CRWD's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

1CRWD PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio24.1x
Fair PS Ration/a

Price-To-Sales vs Fair Ratio: Insufficient data to calculate 1CRWD's Price-To-Sales Fair Ratio for valuation analysis.

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 1CRWD forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€346.70
€361.42
+4.2%
13.2%€518.89€177.77n/a45
Dec ’25€328.20
€351.23
+7.0%
13.1%€511.65€175.29n/a45
Nov ’25€278.90
€300.43
+7.7%
14.8%€497.07€170.29n/a44
Oct ’25n/a
€291.66
0%
14.9%€483.19€165.54n/a43
Sep ’25n/a
€294.73
0%
16.1%€487.57€167.04n/a43
Aug ’25n/a
€333.00
0%
15.5%€500.42€234.46n/a43
Jul ’25n/a
€374.30
0%
8.0%€503.87€279.93n/a45
Jun ’25n/a
€370.25
0%
8.1%€497.77€276.54n/a46
May ’25n/a
€369.00
0%
11.8%€507.33€184.42n/a49
Apr ’25n/a
€361.44
0%
12.0%€497.02€180.67n/a48
Mar ’25n/a
€297.30
0%
18.0%€498.31€181.15n/a45
Feb ’25n/a
€273.16
0%
18.3%€499.77€161.96n/a47
Jan ’25n/a
€226.86
0%
13.5%€297.17€157.59n/a45
Dec ’24n/a
€209.35
0%
9.8%€246.99€159.50€328.2045
Nov ’24n/a
€185.10
0%
9.6%€236.80€144.92€278.9044
Oct ’24n/a
€183.68
0%
9.6%€237.98€145.64n/a45
Sep ’24n/a
€168.82
0%
10.3%€230.43€138.26n/a44
Aug ’24n/a
€160.03
0%
10.9%€213.71€116.40n/a45
Jul ’24n/a
€160.01
0%
10.9%€214.37€116.76n/a46
Jun ’24n/a
€160.38
0%
11.5%€218.41€118.96n/a44
May ’24n/a
€152.41
0%
13.1%€214.20€113.94n/a43
Apr ’24n/a
€156.31
0%
13.4%€220.36€117.21n/a43
Mar ’24n/a
€151.14
0%
17.7%€222.76€104.27n/a42
Feb ’24n/a
€146.08
0%
17.7%€213.92€100.13n/a42
Jan ’24n/a
€167.03
0%
23.9%€360.36€112.32n/a38
Dec ’23n/a
€172.61
0%
23.2%€365.75€114.00n/a37

Analyst Forecast: Target price is less than 20% higher than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/24 04:13
End of Day Share Price 2024/12/23 00:00
Earnings2024/10/31
Annual Earnings2024/01/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

CrowdStrike Holdings, Inc. is covered by 80 analysts. 51 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ellie BagshawArete Research Services LLP
Shrenik KothariBaird
Ishan MajumdarBaptista Research