CRWD CrowdStrike
Intrinsic value$0.00
Price (at call)$207.80
Margin of safety
-100.0%
vs market (rating basis)
-80.8%
Model unavailable; showing baseline valuation.
⚠ LLM error: empty response; using baseline
The story
Value drivers
| Revenue growth (Y1) | 29.0% |
| Terminal growth | 3.5% |
| Forecast horizon | 10y |
| Target operating margin | 1.9% |
| Years to target margin | 5 |
| Sales-to-capital | 1.04 |
| Beta | 1.25 |
| Failure probability | 0.0% |
| Cost of capital (WACC) | 10.5% |
| Terminal WACC | 9.3% |
Valuation bridge
| PV of explicit FCFF | -9.51B |
| PV of terminal value | 1.49B |
| Equity value | 0 |
| ÷ shares → per share | $0.00 |
News
bullish +0.30 · 8 articles
- OpenAI, Anthropic are 'gambling with our lives': Fmr. employee warns of AI's threat to humanity
- Should You Get Paid To Wait For Palo Alto Networks To Slow Down?
- Is CrowdStrike Holdings (CRWD) Stock Still the Better Cybersecurity Bet as Rubrik (RBRK) Accelerates?
- Top Chip Analyst: Memory Prices Won’t Ease ‘For Years’ and Even Apple Can’t Dodge It
- Cloudflare Surges 9% on OpenAI Security Partnership, Zscaler Rises 3%
- Zscaler Stock Lags Industry Returns in Six Months: Time to Exit?
- Jensen Huang's AI Capex Pulse Check
- Nvidia Earnings Blow Everyone Away
Projected free cash flow to the firm
| Yr | Revenue | Growth | Margin | NOPAT | Reinvest | FCFF | PV |
|---|---|---|---|---|---|---|---|
| 1 | 6.96B | 29.0% | 1.9% | 106.21M | 1.50B | -1.39B | -1.26B |
| 2 | 8.78B | 26.2% | 1.9% | 134.01M | 1.75B | -1.61B | -1.32B |
| 3 | 10.83B | 23.3% | 1.9% | 165.28M | 1.97B | -1.80B | -1.34B |
| 4 | 13.05B | 20.5% | 1.9% | 199.17M | 2.13B | -1.93B | -1.30B |
| 5 | 15.36B | 17.7% | 1.9% | 234.37M | 2.21B | -1.98B | -1.20B |
| 6 | 17.64B | 14.8% | 1.9% | 269.14M | 2.19B | -1.92B | -1.05B |
| 7 | 19.76B | 12.0% | 1.9% | 301.45M | 2.03B | -1.73B | -861.22M |
| 8 | 21.57B | 9.2% | 1.9% | 329.08M | 1.74B | -1.41B | -634.91M |
| 9 | 22.94B | 6.3% | 1.9% | 349.93M | 1.31B | -960.01M | -391.96M |
| 10 | 23.74B | 3.5% | 1.9% | 362.17M | 769.67M | -407.50M | -150.61M |
⚠ intrinsic value floored at 0 — the drivers imply the equity claim is worth less than the debt ahead of it · Extreme gap to market price — large, heavily-covered stocks are rarely mispriced this much; the gap likely embeds disruption, decline, or balance-sheet risk the model underweights. Treat as a flag to investigate, not a verdict.