CrowdStrike Holdings, Inc.

BVL:CRWD Stock Report

Market Cap: US$104.9b

CrowdStrike Holdings Valuation

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

Valuation Score

0/6

Valuation Score 0/6

  • 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 CRWD when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Discounted Cash Flow
Simply Wall St
US$251.25
Fair Value
56.1% overvalued intrinsic discount
45
Number of Analysts

Below Fair Value: CRWD ($392.3) is trading above our estimate of fair value ($251.25)

Significantly Below Fair Value: CRWD is trading above our estimate of fair value.

Key Valuation Metric

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

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

The above table shows the Price to Sales ratio for CRWD. This is calculated by dividing CRWD's market cap by their current revenue.
What is CRWD's PS Ratio?
PS Ratio26.5x
SalesUS$3.95b
Market CapUS$104.87b

Price to Sales Ratio vs Peers

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

The above table shows the PS ratio for CRWD vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average14.6x
PANW Palo Alto Networks
14x12.8%US$118.5b
FTNT Fortinet
13.3x11.8%US$78.3b
NOW ServiceNow
16.9x15.6%US$195.6b
ZS Zscaler
14x16.6%US$33.4b
CRWD CrowdStrike Holdings
26.5x16.8%US$104.9b

Price-To-Sales vs Peers: CRWD is expensive based on its Price-To-Sales Ratio (26.5x) compared to the peer average (14.6x).

Price to Sales Ratio vs Industry

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

236 CompaniesPrice / SalesEstimated GrowthMarket Cap
CRWD 26.5xIndustry Avg. 3.0xNo. of Companies240PS02.85.68.411.214+
236 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: CRWD is expensive based on its Price-To-Sales Ratio (26.5x) compared to the Global Software industry average (3x).

Price to Sales Ratio vs Fair Ratio

What is CRWD'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.

CRWD PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio26.5x
Fair PS Ration/a

Price-To-Sales vs Fair Ratio: Insufficient data to calculate CRWD'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 CRWD forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$392.30
US$410.64
+4.7%
9.3%US$475.00US$321.00n/a45
Apr ’26US$383.00
US$409.86
+7.0%
9.5%US$475.00US$321.00n/a45
Mar ’26US$409.50
US$408.20
-0.3%
11.8%US$506.00US$300.00n/a44
Feb ’26US$409.50
US$383.45
-6.4%
13.0%US$540.00US$185.00n/a45
Jan ’26US$363.40
US$376.13
+3.5%
13.2%US$540.00US$185.00n/a45
Dec ’25n/a
US$370.69
0%
13.1%US$540.00US$185.00n/a45
Nov ’25n/a
US$326.38
0%
14.8%US$540.00US$185.00n/a44
Oct ’25n/a
US$325.95
0%
14.9%US$540.00US$185.00n/a43
Sep ’25n/a
US$326.43
0%
16.1%US$540.00US$185.00n/a43
Aug ’25n/a
US$359.34
0%
15.5%US$540.00US$253.00n/a43
Jul ’25n/a
US$401.14
0%
8.0%US$540.00US$300.00n/a45
Jun ’25n/a
US$401.66
0%
8.1%US$540.00US$300.00n/a46
May ’25n/a
US$392.77
0%
11.8%US$540.00US$196.30n/a49
Apr ’25n/a
US$392.70
0%
12.0%US$540.00US$196.30US$383.0048
Mar ’25n/a
US$322.17
0%
18.0%US$540.00US$196.30US$409.5045
Feb ’25n/a
US$295.14
0%
18.3%US$540.00US$175.00US$409.5047
Jan ’25n/a
US$251.93
0%
13.5%US$330.00US$175.00US$363.4045
Dec ’24n/a
US$229.70
0%
9.8%US$271.00US$175.00n/a45
Nov ’24n/a
US$195.41
0%
9.6%US$250.00US$153.00n/a44
Oct ’24n/a
US$192.96
0%
9.6%US$250.00US$153.00n/a45
Sep ’24n/a
US$183.16
0%
10.3%US$250.00US$150.00n/a44
Aug ’24n/a
US$175.98
0%
10.9%US$235.00US$128.00n/a45
Jul ’24n/a
US$175.41
0%
10.9%US$235.00US$128.00n/a46
Jun ’24n/a
US$172.57
0%
11.5%US$235.00US$128.00n/a44
May ’24n/a
US$167.21
0%
13.1%US$235.00US$125.00n/a43
Apr ’24n/a
US$166.70
0%
13.4%US$235.00US$125.00n/a43
AnalystConsensusTarget
Consensus Narrative from 45 Analysts
US$380.76
Fair Value
3.0% overvalued intrinsic discount
45
Number of Analysts

Analyst Forecast: Target price is lower than the current share price.

Discover undervalued companies

7D

1Y

7D

1Y

7D

1Y

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/04/29 07:58
End of Day Share Price 2025/04/28 00:00
Earnings2025/01/31
Annual Earnings2025/01/31

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.

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 Github.

Analyst Sources

CrowdStrike Holdings, Inc. is covered by 72 analysts. 50 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