Assessing CrowdStrike (CRWD) Valuation After Its Recent Share Price Pullback

CrowdStrike Holdings (CRWD) has cooled off recently, with the stock slipping about 2% in the past day and roughly 8% over the month, even as its long term returns remain strong.

See our latest analysis for CrowdStrike Holdings.

Zooming out, the recent pullback mainly trims what has been a powerful run. CrowdStrike’s 90 day share price return of 15.75% and three year total shareholder return of 352.72% still signal strong, if cooling, momentum.

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With shares still up strongly over the past year but trading just below analyst targets and our intrinsic value estimate, investors now face a key question: Is CrowdStrike undervalued, or is future growth already fully priced in?

Most Popular Narrative: 5.3% Undervalued

With the most followed narrative placing fair value above the recent 504.78 close, the spotlight shifts to how future growth might justify that gap.

The analysts have a consensus price target of $469.159 for CrowdStrike Holdings based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $610.0, and the most bearish reporting a price target of just $330.0.

Read the complete narrative.

Want to see what powers this premium story? The narrative blends rapid revenue expansion, rising margins, and a future earnings multiple rarely assigned outside elite software leaders. Curious which specific growth, profitability, and valuation assumptions push fair value above today’s price? The full narrative lays out the numbers driving that call.

Result: Fair Value of $533.26 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, the story could shift if emerging products or acquisitions underperform, or if competitive intensity forces higher spending, pressuring margins and free cash flow.

Find out about the key risks to this CrowdStrike Holdings narrative.

Another Lens on Valuation

Looked at through its price to sales ratio, CrowdStrike appears richly priced, trading at 27.9 times sales versus a fair ratio of 15.8 times, the US Software industry at 4.9 times and peers at 12.7 times. If growth stumbles, could this premium quickly unwind?

See what the numbers say about this price — find out in our valuation breakdown.

Build Your Own CrowdStrike Holdings Narrative

If you see the story differently or want to dig into the numbers yourself, you can build a personalized view in minutes: Do it your way.

A great starting point for your CrowdStrike Holdings research is our analysis highlighting 1 key reward and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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