CrowdStrike By The Numbers: Profitability, Growth, And Valuation

Andres Cardenal, CFA
Investing Group Leader

Summary

  • CrowdStrike has a superior business model in cybersecurity.
  • Revenue growth is outstanding and widely exceeding expectations.
  • CrowdStrike is a massively profitable cash-generating machine.
  • Valuation is demanding, and arguably the main negative in the stock.
  • CrowdStrike is a top-quality name to own for the long term, and pullbacks down the road can be considered buying opportunities.
  • I do much more than just articles at The Data Driven Investor: Members get access to model portfolios, regular updates, a chat room, and more. Learn More »

Crowdstrike headquarters in Silicon Valley

Sundry Photography/iStock Editorial via Getty Images

From a quantitative and data-driven perspective, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a very clear case. The company's fundamental performance is truly outstanding, with vigorous sales growth, elevated profitability, and earnings exceeding expectations by a large margin. CrowdStrike is

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This article was written by

Andres Cardenal, CFA
35.48K Followers

Andres Cardenal, CFA, is an economist with 20 years working in investment research and strategy development for hedge funds, family offices and asset managers in the U.S. and Latin America.

He leads the investing group The Data Driven Investor, where he offers evidence-based analysis on Growth Stocks, Options Ideas for short-term consistent income generation, Macro analysis, Quant Portfolios for momentum and dividend investors and ETF strategies. The service features an active chat room and an engaged community of serious investors. Learn More.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of CRWD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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