Revisiting CrowdStrike (CRWD) Valuation After Its Strong Multi‑Year Share Price Run

Simply Wall St.12-06 09:33

CrowdStrike Holdings (CRWD) has been on a strong multiyear run, with the stock up about 345% over the past 3 years, even as recent month performance has cooled slightly. See our latest analysis for ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2589849504?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/company-cover/420347413-main-header/1756256225757","is_english":true,"pubTime":"2025-12-06 09:33","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2589849504","market":"sg","top_or_hot":-1,"title":"Revisiting CrowdStrike (CRWD) Valuation After Its Strong Multi‑Year Share Price Run","media":"Simply Wall St.","content":"<div>\n<p>CrowdStrike Holdings (CRWD) has been on a strong multiyear run, with the stock up about 345% over the past 3 years, even as recent month performance has cooled slightly. See our latest analysis for ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-crwd/crowdstrike-holdings/news/revisiting-crowdstrike-crwd-valuation-after-its-strong-multi\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Revisiting CrowdStrike (CRWD) Valuation After Its Strong Multi‑Year Share Price Run</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRevisiting CrowdStrike (CRWD) Valuation After Its Strong Multi‑Year Share Price Run\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-06 09:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/software/nasdaq-crwd/crowdstrike-holdings/news/revisiting-crowdstrike-crwd-valuation-after-its-strong-multi><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CrowdStrike Holdings (CRWD) has been on a strong multiyear run, with the stock up about 345% over the past 3 years, even as recent month performance has cooled slightly. See our latest analysis for ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-crwd/crowdstrike-holdings/news/revisiting-crowdstrike-crwd-valuation-after-its-strong-multi\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4532","symbol_name":"文艺复兴科技持仓","start_time":0,"source_url":"https://simplywall.st/stocks/us/software/nasdaq-crwd/crowdstrike-holdings/news/revisiting-crowdstrike-crwd-valuation-after-its-strong-multi","article_id":"2589849504","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/420347413-main-header/1756256225757"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nasdaq-crwd/crowdstrike-holdings/news/revisiting-crowdstrike-crwd-valuation-after-its-strong-multi","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2589849504","pubTimestamp":1764984785,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"CrowdStrike Holdings (CRWD) has been on a strong multiyear run, with the stock up about 345% over the past 3 years, even as recent month performance has cooled slightly.\nSee our latest analysis for CrowdStrike Holdings.\nAt a share price of $512.03, CrowdStrike’s recent pullback, including a 1 month share price return of minus 4.14%, sits against a much stronger backdrop, with a roughly 47% year to date share price return and a powerful 3 year total shareholder return nearing 345%. This...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4532":"文艺复兴科技持仓","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4585":"ETF&股票定投概念","BK4097":"系统软件","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","AI":"C3.ai, Inc.","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","BK4587":"ChatGPT概念","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU1923622291.USD":"Natixis Thematics Safety R/A USD","BK4528":"SaaS概念","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","CRWD":"CrowdStrike Holdings, Inc.","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4588":"碎股","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4023":"应用软件","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","BK4560":"网络安全概念","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","BK4543":"AI","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc"},"translate_title":"在经历多年强劲股价上涨后重新审视CrowdStrike(CRWD)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CRWD":1.5,"AI":0.62},"content_text":"CrowdStrike Holdings (CRWD) has been on a strong multiyear run, with the stock up about 345% over the past 3 years, even as recent month performance has cooled slightly. See our latest analysis for CrowdStrike Holdings. At a share price of $512.03, CrowdStrike’s recent pullback, including a 1 month share price return of minus 4.14%, sits against a much stronger backdrop, with a roughly 47% year to date share price return and a powerful 3 year total shareholder return nearing 345%. This suggests momentum is cooling, but the longer term growth story still looks very much intact. If CrowdStrike’s run has piqued your interest in the wider space, this could be a good moment to explore other high growth tech and cybersecurity names through high growth tech and AI stocks. With shares still climbing and analysts penciling in more upside, the key question now is simple: is CrowdStrike still trading below its true potential, or has the market already priced in years of future growth? AdvertisementMost Popular Narrative Narrative: 4% Undervalued With CrowdStrike trading at $512.03 against a most popular narrative fair value of about $533, the story here hinges on aggressive, long term growth ambitions.  The strategic focus on Next Gen SIEM, cloud native security, and large scale partnerships, along with CrowdStrike's expansive data capabilities for AI development, positions the company for robust demand growth, which can drive revenue and contract value higher in future periods.  Read the complete narrative. Want to see what powers that optimism? The narrative builds around rapid revenue expansion, rising margins, and a future profit multiple usually reserved for elite software names. Result: Fair Value of $533.26 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this narrative could unravel if emerging products underperform or if competitive pressures in cloud security lead to higher costs and weaker margins. Find out about the key risks to this CrowdStrike Holdings narrative. Another Angle on Valuation Our DCF model suggests a fair value of about $441.75 per share, which is below today’s $512.03 price and points to CrowdStrike looking overvalued on this view. If cash flows are already priced in, how much upside is really left for new buyers? Look into how the SWS DCF model arrives at its fair value. CRWD Discounted Cash Flow as at Dec 2025 Build Your Own CrowdStrike Holdings Narrative If you are not fully aligned with these views or simply prefer to dig into the numbers yourself, you can build a custom narrative in just a few minutes, Do it your way A great starting point for your CrowdStrike Holdings research is our analysis highlighting 1 key reward and 1 important warning sign that could impact your investment decision. Ready for more high conviction ideas? Before you move on, put Simply Wall Street’s screener to work so you are not relying on just one stock when better opportunities may be waiting.  Capture potential upside in overlooked names by targeting these 906 undervalued stocks based on cash flows that the market has not fully appreciated yet. Capitalize on technological disruption by focusing on these 26 AI penny stocks positioned at the heart of automation, data, and intelligent software. Strengthen your income stream by zeroing in on these 15 dividend stocks with yields > 3% that may offer steady cash returns alongside capital growth potential.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.10","shortVersion":"4.35.10","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2589849504","isCrawlerRequest":true}