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CrowdStrike: Very High-Quality Cyber Stock, Cheaply Valued

Dec. 02, 2021 12:14 PM ETCrowdStrike Holdings, Inc. (CRWD)22 Comments


  • CrowdStrike reported a very strong set of results and guidance. Yet, its share price has barely moved post-earnings.
  • CrowdStrike goes mano-a-mano on its earnings call against SentinelOne.
  • Why paying 24x forward sales isn't that expensive.
  • I do much more than just articles at Deep Value Returns: Members get access to model portfolios, regular updates, a chat room, and more. Learn More »

firewall and internet security concept, secured access

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Investment Thesis

CrowdStrike (NASDAQ:CRWD) is a cybersecurity company. It detects breaches in a multi-cloud environment. This is a founder-led business, that continues to profitably grow its business at a very fast clip.

Presently, investors are asked to

CrwodStrike, OKTA, and SentinelOne: price % change
Data by YCharts

CrowdStrike PS ratio
Data by YCharts

Strong Investment Potential

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