Software - Infrastructure · NASDAQ
Current Price
$266.66
PE Ratio (TTM)
7575.6x
Intrinsic Value
Outside reliable range
COMPETITIVE MOAT
↑Unified AI-Native Platform
CrowdStrike's Falcon platform integrates multiple security modules, creating a unified, AI-native approach. This offers customers a comprehensive solution, reducing complexity and enhancing security efficacy.
↑Data Network Effects
The vast amount of threat data collected across its customer base fuels CrowdStrike's AI models. This continuous learning loop strengthens its detection capabilities, creating a significant advantage over competitors.
↑High Switching Costs
Customers are deeply integrated into CrowdStrike's platform for critical security functions. Migrating away would involve significant disruption, cost, and potential security gaps, fostering customer stickiness.
INVESTMENT RISKS
↓Dependence on Cloud Infrastructure
CrowdStrike's reliance on cloud infrastructure for its platform makes it susceptible to outages or security breaches affecting its providers. This could disrupt service availability and customer trust.
↓Customer Concentration
While not explicitly stated, a significant portion of revenue from a few large enterprise clients could pose a risk. Losing a major customer would materially impact financial performance.
↓Talent Acquisition and Retention
The cybersecurity industry faces intense competition for skilled professionals. CrowdStrike's ability to attract and retain top talent is crucial for its ongoing innovation and service delivery.
Base case
Base case assumptions: 20.0% annual earnings growth, 50x target PE, 10% discount rate, 5 year projection. Data as of 2026-10-28.
This base case uses default assumptions and is not financial advice. The fair value changes significantly when the target PE or earnings growth rate changes. Open the calculator to set your own assumptions and see the full sensitivity range.
Adjust the target PE, earnings growth, and discount rate to see how the fair value and margin of safety for CrowdStrike Holdings, Inc. respond.
Open PE Calculator for CRWDCrowdStrike Holdings, Inc. delivers cloud-native cybersecurity solutions. Its comprehensive suite safeguards endpoints, cloud workloads, user identities, and critical data. The company's offerings span a wide range, including threat intelligence, managed security services, IT operations management, proactive threat hunting, Zero Trust identity protection, and log management capabilities. CrowdStrike primarily generates revenue through subscription sales of its flagship Falcon platform and its array of cloud modules. These offerings are distributed globally via a direct sales force, augmented by an extensive network of channel partners. Established in 2011, the company is headquartered in Austin, Texas.
PE Ratio (TTM)
7575.6x
PEG Ratio
13.70
Earnings Yield
0.02%
ROE (TTM)
1.3%
Revenue/Share (TTM)
$5.30
Debt/Equity
0.16x
The trailing twelve-month PE ratio of CRWD reflects how much investors pay per dollar of CrowdStrike Holdings, Inc.'s earnings. This metric is most useful when compared to Software - Infrastructure peers and the company's own historical range.
CRWD's PE of 7575.6x combined with a PEG ratio of 13.70 provides a growth-adjusted perspective. A PEG above 2.0 means the P/E is high relative to the earnings growth rate. Keep in mind that PE-based valuation works best for profitable, mature companies — for high-growth or cyclical Software - Infrastructure, a DCF analysis may be more appropriate.
To value CrowdStrike Holdings, Inc. using PE: (1) Compare the current PE (7575.6x) against the Software - Infrastructure median to assess relative pricing, (2) check the PEG ratio (13.70) to adjust for growth expectations, (3) review the 5-year PE range to identify where the stock sits historically, and (4) estimate fair value by multiplying a target PE by forward EPS estimates. This relative approach complements DCF's absolute valuation.
CRWD's PEG ratio is 13.70, calculated by dividing the PE ratio (7575.6x) by the expected earnings growth rate. A PEG above 2.0 means the P/E is high relative to the expected earnings growth rate. Note that PEG accuracy depends on the reliability of growth estimates.
PE ratio gives a quick relative read — how CRWD is priced versus Software - Infrastructure peers. DCF provides an absolute value based on projected free cash flows. For the most reliable valuation, use PE as a quick comparability screen and DCF for a deeper fundamental analysis. Each method has blind spots: PE ignores capital structure and cash flow quality, while DCF is sensitive to growth and discount rate assumptions.
P/E and DCF value CRWD with different methods and assumptions, so the two conclusions can differ. Compare the DCF intrinsic value.
Price as of 2026-10-28. Financial data from Financial Modeling Prep (trailing twelve months) · Valuation methodology by Charlie Wang.
This is an estimate, not investment advice.