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CRWD Cloud, Data & AI Software

CrowdStrike

AI-native cybersecurity platform

Detail page

AI increases both attacker capability and enterprise need for automated security response.

Price $245.70
1D change -0.47%
Market cap $251.58B
Sector Technology

Shared metric table

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Metric CRWD
Price $245.70
1D Change -0.47%
Market Cap $251.58B
Enterprise Value $247.42B
Trailing P/E 4,914.0
Forward P/E 153.0
PEG Ratio 7.72x
Price / Sales 46.6
EV / Revenue 45.9
Revenue Growth 25.8%
Earnings Growth —
Gross Margin 75.2%
Operating Margin -2.3%
Net Margin 0.8%
ROE 1.5%
Free Cash Flow $2.00B
FCF Margin 37.0%
Debt / Equity 0.16x
Current Ratio 1.57x
Dividend Yield 0.00%
Next Earnings Dec 01, 2026
Quarterly Revenue $1.47B
Revenue QoQ +6.2%
Quarterly Net Income $5.3M
Net Income QoQ -80.9%

CRWD thesis lens

AI-native cybersecurity platform

Why it could benefit

  • AI increases both attacker capability and enterprise need for automated security response.
  • CrowdStrike can embed AI across endpoint, cloud, identity, and managed detection workflows.
  • Security data scale gives it a strong base for AI-assisted threat detection.

Moat / edge

  • Large endpoint telemetry base.
  • Falcon platform expands across multiple security modules.
  • Strong brand in cloud-delivered endpoint protection.

What to watch

  • Net new ARR and module adoption.
  • Platform reliability and customer trust.
  • AI security product monetization.

Key risks

  • Security incidents or outages can damage trust.
  • Competition from Microsoft and other security platforms is intense.