CrowdStrike: Rapid Growth, High Retention, Buy The Fear

Nov. 30, 2022 11:08 AM ETCrowdStrike Holdings, Inc. (CRWD)2 Comments
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Deep Tech Insights


  • CrowdStrike is a leader in Endpoint security, which has an elite customer base which includes 258 of the Fortune 500.
  • The company reported solid earnings for the third quarter of FY23, beating both top and bottom line estimates.
  • CrowdStrike reported record free cash flow of $174 million, or ~30% of revenue.
  • The company has reported tepid guidance moving forward, driven by the macroeconomic environment and longer sales.

Crowdstrike headquarters in Silicon Valley

Sundry Photography

We live an increasingly interconnected world that is now more vulnerable to Cyberattacks than ever before. Therefore, it is no surprise that the Cybersecurity market is forecasted to grow at a solid 13.6% compounded annual growth rate [CAGR] and reach a

Data by YCharts


CrowdStrike Platform (Investor Presentation Nov 2022)

AI CrowdStrike

AI CrowdStrike (Investor presentation)

Annual Revenue

Annual Revenue (Q3,22 report)


ARR (Q3,22 report)

Retention and Expansion

Retention and Expansion (Q3,22 report)

CrowdStrike Earnings

CrowdStrike Earnings (Q3,22 report)

CrowdStrike stock valuation 1

CrowdStrike stock valuation 1 (created by author Ben at Motivation 2 Invest)

CrowdStrike stock valuation 1

CrowdStrike stock valuation 2 (created by author Ben at Motivation 2 Invest)

Data by YCharts

This article was written by

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Senior Investment Analyst for Hedge Funds. Interviewed Hedge Fund Managers and CEO's. Investment Strategy: Focus on Deep Dive Valuation, G.A.R.P (Growth at a Reasonable Price). Masters in Equity Valuation, 755+ Companies Analysed.

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.

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