— Know what they know.
/
Not Investment Advice

CRWD

NASDAQ · USD
CrowdStrike Holdings, Inc.
Technology · Software - Infrastructure
CEO George R. Kurtz Employees 10,698 R&D / revenue 28.8%
Last price
$227.39−7.02%last session
Market cap
$232.8B
P/E (TTM)
6,459.9x
From 52w high
−20.8%
From 52w low
+165.4%
1-year return
+88.6%
RSI 14 · vs SMA200
39.0 · +41.6%
IS score
73.1/ 100
Factor model across 8 sub-scores, ranked against 3,010 US stocks. Describes the business, not the outlook.
Download full factsheet (PDF)

One year, rebased to 100

CRWD   SPY   XLK (sector ETF) · weekly closes
100150200Jan 26Apr 26Jul 26Oct 26CRWD 189XLK 129SPY 116

Score DNA

Each bar is a 0-100 score within the scored universe
22
Profitability
75
Growth
36
Value
100
Momentum
100
Risk (safety)
71
Quality
77
Balance sheet
44
Earnings quality

Flags

Strengths
✓ Net cash✓ Congress buying
Warnings
▲ Share count rising
Observations
Moat model: Narrow, Network EffectsPiotroski 7 / 9Altman Z 17.8Beta 1.253 of 4 smart-money sources active

Smart-money strip

Each disclosure source on its own window. Filings coinciding is not coordination.
INSForm 4 · 180 days
Insider open-market buys
0
1,921 open-market sales, $666.3M
Form 144 notices (12m): 49, $2.1B proposed, not confirmed sales
CONGSTOCK Act · 180 days
Congressional purchases
10
Last disclosed purchase 2026-08-07
Members disclose in ranges, 30-45 days after the trade
13F13F · quarter to 2026-06-30
Net change in institutional holders
+371
528 new holders, 129 closed
2,450 filers hold 19.1% · 855 added, 848 trimmed
ETFETF holdings · 30 days
Net funds accumulating
+380
1,684 funds adding shares
1,304 funds trimming · counts of funds, not dollars
DARKFINRA · daily
Short-sale share of off-exchange volume
45.9%
20-day avg 56.3%, 50-day avg 53.6%
Latest 10.4 pp under its 20-day average · a flow, not short interest

Key financials · FY2026

USD, fiscal year. Stock-based compensation is non-cash; shown against FCF.
Income statement
Revenue$4.8B
Revenue growth YoY+21.7%
Gross margin74.7%
Operating income−$293.3M
Operating margin-6.1%
Net income−$162.5M
Net margin-3.4%
EPS (diluted)$-0.16
Cash flow
Operating cash flow$1.6B
Capital expenditure$302.1M
Free cash flow$1.3B
FCF conversion (FCF / OCF)81.3%
Stock-based compensation$1.1B
FCF less SBC$213.6M
Buybacks$0
Dividends$0
Balance sheet & returns
Cash & short-term investments$5.2B
Total debt$745.5M
Net cash$4.5B
Shareholders' equity$4.5B
Goodwill & intangibles$1.5B
Debt / equity0.16
ROE (TTM)1.3%
ROIC (TTM)-1.6%
Operating margin by fiscal year
-9.8%FY2022-8.5%FY2023-0.1%FY2024-3.0%FY2025-6.1%FY2026
Revenue $1.5B (FY2022) to $4.8B (FY2026), a 34.9% CAGR.

Valuation

P/E (TTM)6,459.9x
EV / EBITDA523.4x
Price / sales43.15x
Price / FCF148.0x
FCF yield0.68%
Buyback yield0.00%
SBC / revenue22.8%
Price / book45.34x
Forward P/E FY2027181.4x
Forward P/E FY2028142.0x
Forward multiples divide today's price by Street EPS estimates. Street mean target $245.94 across 48 analysts last quarter is theirs, not ours.

CRWD vs industry median

296 companies in Software - Infrastructure
Gross margin 75.2% 65.7% Operating margin -2.2% -1.8% Net margin 1.1% -5.3% ROIC -1.6% 2.0%
CRWD (TTM)Industry median Asset turnover 0.45 vs industry 0.50 · financial leverage 2.36

Earnings delivery

Next report 2026-12-01 · consensus EPS $0.31
100%
beat rate, 12 of 12 quarters
+10.7%
median EPS surprise
12
longest beat streak
+32+11+15+4+5+15+20+11+12+2+2+6
EPS surprise in % vs the consensus at the time, oldest (left) to newest, 2023-08-30 to 2026-08-26. Bars cap at ±60%.

Peers

Market-cap band, not the industry cohort above
CompanyMkt capP/EROENet marginRev growth12m return
CRWD CrowdStrike Holdings, Inc. $232.8B6,459.9x1.3%1.1%+21.7% +88.6%
PANW Palo Alto Networks, Inc. $279.8B743.5x1.7%-8.3%+24.5% +66.4%
ORCL Oracle Corporation $387.7B19.8x41.6%24.6%+21.6% −58.5%
PLTR Palantir Technologies Inc. $428.0B147.6x38.4%54.9%+78.9% +4.4%
FTNT Fortinet, Inc. $124.1B59.1x117.4%29.6%+18.8% +103.4%
NET Cloudflare, Inc. $105.4Bn/m-14.4%-24.4%+33.5% —
SNPS Synopsys, Inc. $87.1B78.9x3.7%22.0%+46.4% —
SQ Block, Inc. $51.7Bn/m-4.3%1.3%+5.1% —
12-month window: SPY +15.9%, sector ETF XLK +29.0%. Past returns describe history only.

Recent 8-K filings

2026-08-26Earnings Release; Exhibits
2026-06-22Bylaws Amendment; Shareholder Vote; Exhibits
2026-06-03Earnings Release; Other Events; Exhibits
2026-04-21Officer/Director Change; Regulation FD; Exhibits
2026-04-06Other Events; Exhibits
2026-03-03Results of Operations and Financial Condition; Financial Statements and Exhibits

Context

Shares outstanding1,023,934,842
Free float98.4%
Institutional ownership19.1%
Beta1.25
Dividend yield0.00%
Last dividendNone on file
50 / 200-day average$232.77 / $160.02
Mega-cap Technology median P/E33.1x

Full factsheet

The PDF carries everything on this page plus the cash-allocation waterfall, Form 144 notices, 13F holder detail, dark-pool and short-flow history, seasonality and the moat assessment (Narrow).

Read it in the browser Download (PDF)

All fundamentals · 140 measures in 13 categories

Percentile = where CRWD sits among 82 scored companies in Software - Infrastructure (0 = lowest value, 100 = highest). It is a position, not a grade.
ValuationProfitability (TTM)Returns on capitalGrowthMargin history & stabilityLiquidity (latest quarter)Leverage & solvency (latest quarter)EfficiencyCash flow & earnings qualityDividends & buybacksScores & forensic checksPer shareSize (TTM)

Valuation

MeasureCRWDIndustry medianIndustry percentileSector median
P/E (TTM) —
PEG (P/E ÷ 3-yr EPS CAGR) —
Price / sales 43.1x 3.5x
98th		 3.9x
Price / book 45.6x 4.9x
96th		 4.4x
Price / tangible book 76.9x 12.4x
92nd		 8.8x
Price / free cash flow 148.0x 19.2x
96th		 20.3x
Price / operating cash flow 115.5x 13.8x
96th		 17.9x
Enterprise value $228.6B $5.3B
95th		 $5.5B
EV / sales 42.4x 4.0x
97th		 4.1x
EV / EBITDA 523.4x 20.0x
100th		 18.9x
EV / EBIT —
EV / free cash flow 145.4x 20.5x
96th		 21.9x
Earnings yield 0.0% 2.3%
21st		 2.0%
FCF yield 0.7% 4.6%
15th		 3.3%
Operating cash flow yield 0.9% 7.1%
7th		 4.4%
Graham number (per share) $2.50 $13.16
8th		 $28.08

Profitability (TTM)

MeasureCRWDIndustry medianIndustry percentileSector median
Gross margin 75.2% 70.2%
68th		 55.7%
EBITDA margin 8.1% 13.7%
28th		 13.7%
Operating margin -2.2% 8.9%
20th		 8.2%
EBIT margin 1.9% 9.9%
22nd		 8.6%
Net margin 1.1% 9.3%
25th		 5.7%
NOPAT margin -2.2% 7.5%
19th		 7.0%
FCF margin 29.1% 18.4%
74th		 15.0%
Operating cash flow margin 37.4% 24.1%
81st		 18.4%
R&D / revenue 28.8% 16.6%
91st		 12.9%
SG&A / revenue 48.6% 36.1%
79th		 25.6%
Stock comp / revenue 22.8% 6.6%
95th		 4.4%
Effective tax rate -1.5% 21.0%
15th		 21.0%

Returns on capital

MeasureCRWDIndustry medianIndustry percentileSector median
ROE (on average equity) 1.3% 13.4%
19th		 9.4%
ROA 0.5% 4.7%
25th		 4.1%
ROIC -13.4% 11.3%
16th		 9.0%
ROCE 1.4% 8.1%
23rd		 8.6%
Return on tangible assets 1.0% 6.4%
21st		 5.9%
Cash ROIC (OCF / invested capital) 222.1% 30.3%
90th		 20.7%
Gross profitability (GP / assets) 33.8% 32.4%
53rd		 30.0%
ROIC, 3-yr average —
ROIC, 5-yr average 10.1% 8.3%
54th		 7.9%
ROE, 5-yr average -4.0% -2.1%
43rd		 6.9%
Incremental ROIC 13.3% 29.1%
42nd		 15.3%

Growth

MeasureCRWDIndustry medianIndustry percentileSector median
Revenue growth (TTM YoY) 24.3% 14.3%
74th		 14.3%
Revenue growth (QoQ) 6.2% 5.9%
52nd		 6.6%
Revenue CAGR, 3 yr 26.9% 12.0%
84th		 9.6%
Revenue CAGR, 5 yr 36.5% 14.2%
86th		 11.5%
Gross profit CAGR, 3 yr 27.6% 12.7%
80th		 10.9%
Operating income CAGR, 3 yr —
Net income growth (TTM YoY) —
Net income CAGR, 3 yr —
EPS growth (TTM YoY) —
EPS CAGR, 3 yr —
EPS CAGR, 5 yr —
FCF growth (TTM YoY) 51.5% 17.2%
65th		 24.6%
FCF CAGR, 3 yr 25.4% 21.6%
55th		 19.3%
Operating cash flow CAGR, 3 yr 23.8% 22.3%
54th		 17.9%
Book value CAGR, 3 yr -13.5% 7.1%
8th		 6.8%
Dividend CAGR, 3 yr —
Sustainable growth rate 0.8% 15.9%
2nd		 14.2%

Margin history & stability

MeasureCRWDIndustry medianIndustry percentileSector median
Gross margin, 3-yr average 74.9% 70.5%
62nd		 53.2%
Operating margin, 3-yr average -3.1% 5.3%
25th		 6.6%
Net margin, 3-yr average -0.3% 3.4%
38th		 5.2%
FCF margin, 3-yr average 28.2% 14.7%
79th		 12.7%
Revenue stability (0-1) 1.00 0.96
87th		 0.87
Earnings stability (0-1) 0.12 0.57
17th		 0.45
Margin stability (0-1) 0.99 0.96
96th		 0.95

Liquidity (latest quarter)

MeasureCRWDIndustry medianIndustry percentileSector median
Cash & short-term investments $5.0B $689.5M
91st		 $494.1M
Net cash (− = net debt) $4.2B $140.9M
96th		 $49.8M
Working capital $2.5B $260.0M
94th		 $391.0M
Current ratio 1.57 1.42
54th		 1.92
Quick ratio 1.58 1.38
60th		 1.67
Cash ratio (cash + ST investments / current liabilities) 1.13 0.94
62nd		 0.95
Defensive interval (days) 529 days 494 days
56th		 521 days

Leverage & solvency (latest quarter)

MeasureCRWDIndustry medianIndustry percentileSector median
Total debt $820.2M $511.2M
57th		 $349.3M
Debt / equity 0.16 0.39
38th		 0.29
Net debt / equity −0.82 −0.33
17th		 −0.13
Debt / assets 6.8% 27.1%
35th		 16.9%
Debt / capital 13.8% 29.8%
37th		 22.3%
Debt / EBITDA 1.88 2.44
45th		 1.78
Net debt / EBITDA −9.60 −0.49
7th		 −0.18
Interest coverage (EBIT / interest) 3.9x 3.9x
50th		 5.8x
Cash interest coverage 75.7x 14.1x
80th		 12.8x
Debt payback (years of OCF) 0.4 yrs 2.2 yrs
33rd		 1.6 yrs
Liabilities / assets 57.3% 63.9%
41st		 48.7%
IS credit model rating A+ — —
Implied credit spread (bps) 125 225
36th		 175

Efficiency

MeasureCRWDIndustry medianIndustry percentileSector median
Asset turnover 0.51 0.58
42nd		 0.62
Fixed asset turnover 4.34 10.05
22nd		 9.25
Inventory turnover —
Receivables turnover 5.6 6.2
40th		 6.2
Days sales outstanding 65 days 58 days
60th		 59 days
Days inventory outstanding —
Days payables outstanding 32 days 32 days
51st		 46 days
Cash conversion cycle (days) 28 days 34 days
43rd		 50 days
Capex / revenue 8.2% 2.1%
84th		 2.3%
Capex / depreciation 1.33 0.47
86th		 0.56
Operating expense ratio 76.8% 57.7%
85th		 44.3%

Cash flow & earnings quality

MeasureCRWDIndustry medianIndustry percentileSector median
Operating cash flow / net income 34.50 1.79
97th		 1.61
FCF / net income 26.91 1.53
97th		 1.33
FCF / operating cash flow 78.0% 90.7%
31st		 88.0%
Capex / operating cash flow 22.0% 9.3%
69th		 12.0%
Accruals ratio -18.4% -7.9%
10th		 -6.3%
Sloan accruals ratio -8.1% -2.3%
33rd		 -1.8%
Earnings quality score (0-1) 0.75 0.75
11th		 0.75

Dividends & buybacks

MeasureCRWDIndustry medianIndustry percentileSector median
Dividend yield 0.0% 0.0%
0th		 0.0%
Dividend per share (TTM) $0.00 $0.00
0th		 $0.00
Payout ratio (dividends / net income) 35.8% 0.0%
95th		 0.0%
Dividends / FCF 1.3% 0.0%
86th		 0.0%
Dividend growth (YoY) —
Buyback yield 0.1% 2.0%
28th		 1.2%
Shareholder yield (dividends + buybacks) 0.1% 2.3%
27th		 1.7%
Share count change (YoY) 3.8% 0.0%
75th		 0.1%
Buybacks, last 5 years $351.2M $224.2M
57th		 $215.3M

Scores & forensic checks

MeasureCRWDIndustry medianIndustry percentileSector median
IS score 73 58
79th		 56
IS profitability 22 44
27th		 40
IS growth 75 65
70th		 65
IS value 36 37
47th		 39
IS momentum 100 81
92nd		 78
IS risk (safety) 100 65
67th		 100
IS quality 71 68
54th		 67
IS balance sheet 77 65
63rd		 72
IS earnings quality 44 62
22nd		 61
IS cash flow 94 67
93rd		 66
Piotroski F-score (0-9) 7 6
58th		 6
Altman Z-score 17.8 2.9
95th		 4.0
Beneish M-score −2.74 −2.61
40th		 −2.58
Ohlson O-score −8.63 −6.95
30th		 −8.00
IS credit score 80 64
64th		 69

Per share

MeasureCRWDIndustry medianIndustry percentileSector median
EPS, diluted (TTM) $0.06 $0.68
22nd		 $0.84
Book value per share $4.91 $4.49
53rd		 $9.77
Tangible book per share $2.57 $1.24
65th		 $3.22
Revenue per share $5.20 $10.67
26th		 $13.00
FCF per share $1.52 $1.54
49th		 $1.78
Operating cash flow per share $1.94 $2.14
47th		 $2.40
Cash per share $4.83 $4.92
48th		 $4.50

Size (TTM)

MeasureCRWDIndustry medianIndustry percentileSector median
Market cap $232.8B $4.3B
95th		 $4.7B
Revenue $5.4B $1.3B
88th		 $1.2B
EBITDA $436.9M $176.5M
70th		 $185.8M
Net income $58.5M $87.5M
40th		 $84.9M
Free cash flow $1.6B $176.3M
90th		 $170.6M
Total assets $12.0B $2.4B
86th		 $2.4B
Shareholders' equity $5.1B $594.2M
89th		 $1.1B
Employees 11,706 2,856
91st		 3,000

Insider transactions, last 6 months

Form 4 · most recent 12
DateInsiderTypeSharesPriceValueOwned after
2026-10-14Kurtz George
Director, PRESIDENT AND CEO
 Open-market sale 883$249.11$219,9647,470,621
2026-10-14Kurtz George
Director, PRESIDENT AND CEO
 Open-market sale 1,544$250.11$386,1707,469,077
2026-10-14Kurtz George
Director, PRESIDENT AND CEO
 Open-market sale 1,611$251.02$404,3937,467,466
2026-10-14Kurtz George
Director, PRESIDENT AND CEO
 Open-market sale 1,644$252.07$414,4037,465,822
2026-10-14Kurtz George
Director, PRESIDENT AND CEO
 Open-market sale 1,468$252.89$371,2437,464,354
2026-10-14Kurtz George
Director, PRESIDENT AND CEO
 Open-market sale 1,676$254.08$425,8387,462,678
2026-10-14Kurtz George
Director, PRESIDENT AND CEO
 Open-market sale 1,014$254.93$258,4997,461,664
2026-10-14Kurtz George
Director, PRESIDENT AND CEO
 Open-market sale 160$255.72$40,9157,461,504
2026-10-13Kurtz George
Director, PRESIDENT AND CEO
 Open-market sale 600$260.70$156,4207,480,904
2026-10-13Kurtz George
Director, PRESIDENT AND CEO
 Open-market sale 1,997$261.52$522,2557,478,907
2026-10-13Kurtz George
Director, PRESIDENT AND CEO
 Open-market sale 3,283$262.48$861,7227,475,624
2026-10-13Kurtz George
Director, PRESIDENT AND CEO
 Open-market sale 1,320$263.44$347,7417,474,304

Shares acquired vs disposed, by month

acquired disposed · all Form 4 types
MarAprMayJunJulAugSepOct

By transaction type, 6 months

TypeDirectionFilingsSharesValue
Award / grantAcquired183,017—
GiftAcquired468,016—
GiftDisposed668,016—
Open-market saleDisposed1,9202,294,497$666.3M
Open-market saleAcquired1402—
Option exerciseAcquired367,920—
Awards, option exercises and tax withholding are compensation mechanics; open-market buys and sales are the discretionary ones.

Form 144 notices

12 months: 49 notices · 5,131,880 shares · $2.1B
FiledFilerShares proposedEst. proceeds
2026-10-16Johanna Flower9,896$2.4M
2026-10-01Potomac Investments Lp82,000$21.8M
2026-09-30Michael Sentonas241,944$64.2M
2026-09-24Podbere Burt W.480,000$125.5M
A Form 144 is notice of a proposed sale, not a confirmed one.

Congress trades

12 months: House 18 trades (14 purchases) · Senate 0 (0 purchases)
TradedMemberChamberTypeAmountDisclosed
2026-08-07Gilbert CisnerosHousePurchase$1,001 - $15,0002026-09-11
2026-07-17Gilbert CisnerosHousePurchase$1,001 - $15,0002026-09-07
2026-07-17Gilbert CisnerosHousePurchase$1,001 - $15,0002026-09-07
2026-07-16Gilbert Ray CisnerosHousePurchase$1,001 - $15,0002026-09-07
2023-08-29Thomas R. CarperSenateSale (Full)$1,001 - $15,0002023-09-05
2023-08-29Thomas R. CarperSenateSale (Full)$1,001 - $15,0002023-09-04
2023-08-29Thomas Richard CarperSenateSale (Full)$1,001 - $15,0002023-09-04
2022-01-13Tommy TubervilleSenateSale (Full)$15,001 - $50,0002022-02-14
STOCK Act disclosures, in ranges, filed up to 45 days after the trade.

Largest 13F holders

Quarter to 2026-06-30, the latest most managers have filed
ManagerSharesValue% of shares out
BlackRock, Inc.21,846,397$16.7B2.13%
VANGUARD CAPITAL MANAGEMENT LLC16,205,746$12.4B1.58%
STATE STREET CORP11,583,850$8.8B1.13%
Invesco Ltd.8,392,874$6.4B0.82%
FMR LLC7,847,117$6.0B0.77%
JPMORGAN CHASE & CO7,148,992$5.3B0.70%
GEODE CAPITAL MANAGEMENT, LLC6,083,339$4.6B0.59%
VANGUARD PORTFOLIO MANAGEMENT LLC5,956,872$4.5B0.58%
PRICE T ROWE ASSOCIATES INC /MD/4,308,771$3.3B0.42%
JENNISON ASSOCIATES LLC3,760,300$2.9B0.37%
NORGES BANK3,669,761$2.8B0.36%
MORGAN STANLEY3,452,261$2.6B0.34%
BANK OF AMERICA CORP /DE/2,442,263$1.9B0.24%
GOLDMAN SACHS GROUP INC2,214,538$1.7B0.22%
D. E. Shaw & Co., Inc.2,133,301$1.6B0.21%

Institutional ownership by quarter

2023-092026-0676.5%
% of shares held by 13F filers
2023-092026-062,450
Number of 13F filers holding

Holder changes by quarter

QuarterHoldersOwnershipNewIncreasedReducedClosed
2026-06-302,45076.5%528855848129
2026-03-312,07970.0%217995652261
2025-12-312,15571.9%310919654117
2025-09-302,00168.1%174933612166
2025-06-302,02670.9%347865612104
2025-03-311,81368.2%209846560141
2024-12-311,78266.4%340737504100
2024-09-301,57665.4%250686523288
2024-06-301,63167.1%239728482116
2024-03-311,53063.9%28958951891
2023-12-311,35664.4%33743244075
2023-09-301,11360.4%15344434878

Schedule 13D / 13G filers

FiledFormFiler% of classShares
2026-04-29SCHEDULE 13GVanguard Capital Management7.3%18,449,066
2026-03-26SCHEDULE 13G/AThe Vanguard Group0.0%0
Required above 5% of a class; 13G is the passive form.

ETFs with the largest holding

ETFWeight in fundHolding value
VITSX0.35%$8.2B
VTSAX0.35%$8.2B
VTI0.35%$8.2B
VSMPX0.35%$8.2B
VFIAX0.41%$7.1B
VFFSX0.41%$7.1B

Share structure

Shares outstanding1,023,934,842
Float1,007,572,363
Free float98.4%

Income statement

Fiscal years, USD
FY2022FY2023FY2024FY2025FY2026
Revenue$1.5B$2.2B$3.1B$4.0B$4.8B
Cost of revenue$383.2M$601.2M$755.7M$991.5M$1.2B
Gross profit$1.1B$1.6B$2.3B$3.0B$3.6B
R&D$371.3M$608.4M$768.5M$1.1B$1.4B
SG&A$839.6M$1.2B$1.5B$2.0B$2.5B
Operating income−$142.5M−$190.1M−$2.0M−$120.4M−$293.3M
EBITDA−$66.0M−$40.8M$293.8M$294.8M$182.5M
Pretax income−$160.0M−$159.9M$122.8M$54.5M−$127.0M
Income tax$72.4M$22.4M$32.2M$71.1M$34.2M
Net income−$234.8M−$183.2M$89.3M−$19.3M−$162.5M
EPS, diluted$-1.02$-0.78$0.37$-0.08$-0.16
Diluted shares227.1M233.1M243.6M244.8M1.0B

Balance sheet

FY2022FY2023FY2024FY2025FY2026
Cash & short-term investments$2.0B$2.7B$3.5B$4.3B$5.2B
Receivables$368.1M$626.2M$853.1M$1.1B$1.4B
Inventory$0$0$0$0$0
Total current assets$2.4B$3.5B$4.5B$5.8B$7.4B
PP&E, net$292.3M$532.3M$668.4M$831.4M$1.0B
Goodwill & intangibles$513.8M$517.5M$752.6M$1.0B$1.5B
Total assets$3.6B$5.0B$6.6B$8.7B$11.1B
Accounts payable$47.6M$45.4M$28.2M$130.9M$105.3M
Total current liabilities$1.4B$2.1B$2.7B$3.5B$4.2B
Long-term debt$739.5M$741.0M$742.5M$744.0M$745.5M
Total liabilities$2.6B$3.5B$4.3B$5.4B$6.6B
Shareholders' equity$1.0B$1.5B$2.3B$3.3B$4.5B

Cash flow statement

Outflows are negative
FY2022FY2023FY2024FY2025FY2026
Net income−$232.4M−$182.3M$89.3M−$16.6M−$161.2M
Depreciation & amortization$68.8M$93.8M$145.3M$214.0M$281.5M
Stock-based compensation$310.0M$526.5M$631.5M$865.4M$1.1B
Change in working capital$321.7M$320.4M$51.5M−$6.0M−$59.3M
Operating cash flow$574.8M$941.0M$1.2B$1.4B$1.6B
Capital expenditure−$133.7M−$266.4M−$237.1M−$313.8M−$302.1M
Free cash flow$441.1M$674.6M$929.1M$1.1B$1.3B
Investing cash flow−$564.5M−$556.7M−$340.6M−$536.6M−$764.5M
Net debt issued / repaid$0−$1.6M$0$0$0
Buybacks$0$0$0$0$0
Dividends paid$0$0$0$0$0

Ratio history

Margins on the fiscal-year (TTM at Q4) basis; multiples at each year end
FY2022FY2023FY2024FY2025FY2026
Gross margin73.6%73.2%75.3%74.9%74.7%
Operating margin-9.8%-8.5%-0.1%-3.0%-6.1%
Net margin-16.2%-8.2%2.9%-0.5%-3.4%
FCF margin30.4%30.1%30.4%27.0%25.8%
ROE-24.8%-14.7%4.7%-0.7%-4.2%
ROIC57.4%32.8%0.4%-14.4%-1,263.2%
ROA-7.4%-4.2%1.5%-0.3%-1.6%
Debt / equity0.760.540.340.240.19
Interest coveragen/mn/m5.8x3.1xn/m
Current ratio1.741.641.671.671.77
Revenue growth+66.0%+54.4%+36.3%+29.4%+21.7%
EPS growth−144.7%+23.7%+146.2%−121.7%−101.7%
P/E at year endn/mn/m203.0xn/mn/m
EV / EBITDA at year endn/mn/m52.6x71.4x600.2x
FCF yield at year end4.25%10.84%5.12%4.35%1.09%
Dividend payout——0.0%——

Revenue by segment

FY2022FY2023FY2024FY2025FY2026
Subscription and Circulation$1.4B$2.1B$2.9B$3.8B$4.6B
Subscription And Circulation————$4.6B
Professional Services$92.1M$129.6M$185.0M$192.1M$247.3M

Revenue by region · FY2026

UNITED STATES$3.2B · 67%
EMEA$782.7M · 16%
Asia Pacific$495.7M · 10%
Other Countries$317.0M · 7%

Street estimates by fiscal year

Next report 2026-12-01 · consensus EPS $0.31 · these are analysts' numbers, not ours
Fiscal yearRevenue (mean)Revenue rangeEPS (mean)EPS rangeAnalystsP/E on mean EPS
2026$4.8B$4.7B – $4.8B$0.93$0.92 – $0.9636244.9x
2027$6.0B$5.9B – $6.0B$1.25$1.24 – $1.3125181.4x
2028$7.4B$7.1B – $7.5B$1.60$1.49 – $2.0327142.0x

Reported vs expected, every quarter on file

ReportedEPS expectedEPS actualEPS surpriseRevenue expectedRevenue actualRevenue surprise
2026-08-26$0.29$0.31+6.3%$1.4B$1.5B+2.1%
2026-03-03$1.10$1.12+1.8%$1.3B$1.3B+0.6%
2025-12-02$0.94$0.96+2.2%$1.2B$1.2B+1.6%
2025-08-27$0.83$0.93+11.8%$1.2B$1.2B+1.6%
2025-06-03$0.66$0.73+10.6%$1.1B$1.1B−0.1%
2025-03-04$0.86$1.03+20.2%$1.0B$1.1B+2.3%
2024-11-26$0.81$0.93+14.8%$982.8M$1.0B+2.8%
2024-08-28$0.99$1.04+5.3%$960.0M$963.9M+0.4%
2024-06-04$0.90$0.93+3.9%$904.6M$921.0M+1.8%
2024-03-05$0.82$0.95+15.4%$839.1M$845.3M+0.7%
2023-11-28$0.74$0.82+10.8%$838.8M$786.0M−6.3%
2023-08-30$0.56$0.74+32.1%$724.1M$731.6M+1.0%
2023-05-31$0.50$0.57+14.0%$677.4M$692.6M+2.2%
2023-03-07$0.43$0.47+9.3%$624.9M$637.4M+2.0%
2022-11-29$0.32$0.40+25.0%$575.1M$580.9M+1.0%
2022-08-30$0.28$0.36+28.6%$516.0M$535.2M+3.7%
2022-06-02$0.23$0.31+34.8%$464.0M$487.8M+5.1%
2022-03-09$0.20$0.30+50.0%$411.0M$431.0M+4.9%
2021-12-01$0.10$0.17+70.0%$282.2M$380.1M+34.7%
2021-08-31$0.09$0.11+22.2%$278.6M$337.7M+21.2%
2021-06-03$0.06$0.10+66.7%$249.8M$302.8M+21.2%
2021-03-16$0.09$0.13+44.4%$245.9M$264.9M+7.7%
2020-09-02$0.01$0.03+500.0%$66.3M$199.0M+200.0%
2020-06-02$-0.06$0.02+133.3%$534.2M$178.1M−66.7%

Off-exchange (dark pool) volume, weekly

FINRA ATS, $ billions · through the week of 2026-08-31 (FINRA publishes with a delay)
1.606-151.706-222.106-291.807-062.207-131.607-201.707-271.808-031.908-102.108-172.908-242.708-31
Week ofNotionalSharesTrades
2026-08-31$2.7B12,737,557263,311
2026-08-24$2.9B14,251,754306,535
2026-08-17$2.1B10,283,616217,016
2026-08-10$1.9B8,617,148185,194
2026-08-03$1.8B8,740,896208,265
2026-07-27$1.7B9,065,143188,622

Short-sale share of off-exchange volume

daily 20-day average
07-2310-1545.9%
DateShort shareShort volumeTotal volume
2026-10-1545.9%1,864,8414,060,126
2026-10-1447.1%1,856,1623,941,937
2026-10-1348.6%1,279,6332,632,052
2026-10-1242.0%1,450,9393,450,607
2026-10-0948.7%1,675,0903,437,199
2026-10-0845.1%1,984,7424,404,241
2026-10-0750.0%2,160,9664,324,944
2026-10-0665.6%2,345,0283,572,576
2026-10-0563.1%1,289,6982,045,275
2026-10-0256.7%1,405,4482,480,888
A daily flow measure from FINRA, not short interest.

Seasonality

Average return by calendar month
+7.9Jan+0.8Feb+2.0Mar+3.4Apr+10.6May+9.2Jun+2.4Jul+3.5Aug-3.0Sep+0.3Oct+5.1Nov+3.0Dec
MonthAvg returnUp yearsYears
Jan+7.9%71%7
Feb+0.8%57%7
Mar+2.0%57%7
Apr+3.4%50%6
May+10.6%83%6
Jun+9.2%86%7
Jul+2.4%71%7
Aug+3.5%43%7
Sep−3.0%43%7
Oct+0.3%57%7
Nov+5.1%57%7
Dec+3.0%43%7
History, not a forecast.

Indicators

as of 2026-10-16
RSI 1439.0
MFI37.8
ADX22.2
Stochastic %K / %D7.1 / 17.6
Williams %R-95.5
CCI-194
TSI / signal9.7 / 22.6
Chaikin money flow-0.02
ATR$12.39
Bollinger width17.7%
Volume vs 20-day avg1.58x
SupertrendDown

Moving averages and bands

level (price vs level)
SMA 20$259.85 (−12.5%)
SMA 50$233.17 (−2.5%)
SMA 200$160.56 (+41.6%)
EMA 21$252.18 (−9.8%)
EMA 50$235.66 (−3.5%)
EMA 200$179.57 (+26.6%)
Bollinger upper$282.90 (−19.6%)
Bollinger lower$236.80 (−4.0%)
Parabolic SAR$273.37 (−16.8%)
Open the live chart, 110+ indicators

About CrowdStrike Holdings, Inc.

CrowdStrike 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.

https://www.crowdstrike.com

Key executives

NameTitlePayBorn
George R. KurtzCo-Founder, President, Chief Executive Officer & Director$5.5M1971
Michael SentonasPresident$1.9M1974
Burt W. PodbereChief Financial Officer$1.5M1966
Alex IonescuChief Technology Innovation Officer——
Amjad HussainChief Resilience Officer——
Andy DuffettChief Commercial Officer——
Andy NowinskiVice President of Investor Relations & Strategic Finance——
Bartley RichardsonChief AI & Autonomous Systems Officer——

Executive pay, latest proxy

ExecutiveYearSalaryStock awardsIncentiveTotal
George Kurtz Chief Executive Officer, President and Director2026$1.1M$242.1M$1.6M$247.6M
Michael Sentonas President2026$875,000$31.8M$951,563$33.6M
Burt Podbere Chief Financial Officer2026$700,000$15.9M$761,250$17.4M
Shawn Henry Former Chief Security Officer2026$600,000$0$0$625,701

Employees

2k20203k20215k20227k20238k202410k202511k2026

Dividends

Ex-dateAmountPaid
None on file.

Moat model

Narrow · Network Effects · 2026-07-31
Cost advantage55
Intangibles58
Switching costs36
Network effect90
Efficient scale75
Our component scores (0-100) and overall 59.3; a model of the business, not a call on the stock.
InsiderStreet reports findings from filings and market data. Nothing on this page is a recommendation to buy or sell.Every figure is computed in code · data as of 2026-10-17

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms