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CRWD Cloud, Data & AI Software

CrowdStrike

AI-native cybersecurity platform

Detail page

AI increases both attacker capability and enterprise need for automated security response.

Price $675.44
1D change -1.38%
Market cap $171.94B
Sector Technology

Shared metric table

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Metric CRWD
Price $675.44
1D Change -1.38%
Market Cap $171.94B
Enterprise Value $168.25B
Trailing P/E -4,824.6
Forward P/E 108.1
PEG Ratio 5.57x
Price / Sales 33.8
EV / Revenue 33.0
Revenue Growth 25.6%
Earnings Growth —
Gross Margin 75.1%
Operating Margin -2.2%
Net Margin -0.6%
ROE -0.2%
Free Cash Flow $1.93B
FCF Margin 37.8%
Debt / Equity 0.18x
Current Ratio 1.53x
Dividend Yield —
Next Earnings Sep 01, 2026
Quarterly Revenue $1.39B
Revenue QoQ +6.1%
Quarterly Net Income $27.8M
Net Income QoQ -53.2%

CRWD thesis lens

AI-native cybersecurity platform

Why it could benefit

  • AI increases both attacker capability and enterprise need for automated security response.
  • CrowdStrike can embed AI across endpoint, cloud, identity, and managed detection workflows.
  • Security data scale gives it a strong base for AI-assisted threat detection.

Moat / edge

  • Large endpoint telemetry base.
  • Falcon platform expands across multiple security modules.
  • Strong brand in cloud-delivered endpoint protection.

What to watch

  • Net new ARR and module adoption.
  • Platform reliability and customer trust.
  • AI security product monetization.

Key risks

  • Security incidents or outages can damage trust.
  • Competition from Microsoft and other security platforms is intense.