Crowdstrike Holdings Inc - Ordinary Shares - Class A
CRWD
Market Cap$121.35B
Close$
Earnings Call Q2 2026
August 27, 2025 - AI Summary
Record Financial Performance: CrowdStrike achieved record Q2 net new ARR of $221 million, exceeding expectations and signaling a strong reacceleration of growth one quarter ahead of schedule. Ending ARR grew to $4.66 billion, reflecting over 20% year-over-year growth. Total revenue was $1.17 billion, a year-over-year increase of 21%.
Strategic Acquisition: The announcement of the intent to acquire Onum, a data pipeline platform, is positioned to enhance CrowdStrike's next-gen SIEM capabilities, providing real-time data processing and in-pipeline detection. This acquisition may help further consolidate customer data management and streamline operations.
AI-Driven Demand and Product Adoption: The demand for AI-native solutions has significantly influenced performance, particularly in the Falcon platform. Year-over-year growth for their next-generation identity protection offerings reached more than 21%, with the Falcon NextGen SIEM growing over 95% year-over-year.
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$375.36
23.4% downside
Current Fair Value
23.4% downsideOvervalued by 23.4% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $121.35 Billion |
|---|---|
| Enterprise Value | $120.09 Billion |
| Dividend Yield | $- (-) |
| Earnings per Share | $-0.08 |
| Beta | 1.19 |
| Outstanding Shares | 249,909,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | -412.23 |
|---|---|
| PEG | 155.43 |
| Price to Sales | 28.82 |
| Price to Book Ratio | 32.66 |
| Enterprise Value to Revenue | 27.66 |
| Enterprise Value to EBIT | -388.34 |
| Enterprise Value to Net Income | -643 |
| Total Debt to Enterprise | 0.03 |
| Debt to Equity | 0.99 |
Revenue Sources
No data
Insider Trades
ESG Score
No data