Is It Time To Reassess CrowdStrike (CRWD) After Recent Share Price Pullback?

Simply Wall St.01-10

If you are wondering whether CrowdStrike Holdings is still priced for perfection or starting to look more reasonable, you are not alone. The stock last closed at US$463.87, with a 1% decline over the ...

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The stock last closed at US$463.87, with a 1% decline over the ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-crwd/crowdstrike-holdings/news/is-it-time-to-reassess-crowdstrike-crwd-after-recent-share-p\">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>Is It Time To Reassess CrowdStrike (CRWD) After Recent Share Price Pullback?</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\">\nIs It Time To Reassess CrowdStrike (CRWD) After Recent Share Price Pullback?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-10 02:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/software/nasdaq-crwd/crowdstrike-holdings/news/is-it-time-to-reassess-crowdstrike-crwd-after-recent-share-p><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you are wondering whether CrowdStrike Holdings is still priced for perfection or starting to look more reasonable, you are not alone. The stock last closed at US$463.87, with a 1% decline over the ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-crwd/crowdstrike-holdings/news/is-it-time-to-reassess-crowdstrike-crwd-after-recent-share-p\">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":"LU2265009873.SGD","symbol_name":"Eastspring Investments - Global Growth Equity AS SGD-H","start_time":0,"source_url":"https://simplywall.st/stocks/us/software/nasdaq-crwd/crowdstrike-holdings/news/is-it-time-to-reassess-crowdstrike-crwd-after-recent-share-p","article_id":"2602306454","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/is-it-time-to-reassess-crowdstrike-crwd-after-recent-share-p","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2602306454","pubTimestamp":1767984465,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"If you are wondering whether CrowdStrike Holdings is still priced for perfection or starting to look more reasonable, you are not alone.\nThe stock last closed at US$463.87, with a 1% decline over the past week, a 10.4% decline over the past month, but a 29.3% return over the last year and a very large 3 year return.\nRecent headlines around CrowdStrike have focused on its role as a major cybersecurity platform provider and its position in discussions about enterprise security spending. 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The stock last closed at US$463.87, with a 1% decline over the past week, a 10.4% decline over the past month, but a 29.3% return over the last year and a very large 3 year return. Recent headlines around CrowdStrike have focused on its role as a major cybersecurity platform provider and its position in discussions about enterprise security spending. This helps explain why the share price can move sharply in either direction. Investors have been reacting to news about customer adoption and broader cyber risk awareness, and that context matters when you think about what a fair price might look like. Right now, CrowdStrike has a valuation score of 0 out of 6, so we will look at what different valuation methods say about the stock, and then finish with a way of looking at valuation that can be even more useful than any single model.  CrowdStrike Holdings scores just 0/6 on our valuation checks. See what other red flags we found in the full valuation breakdown. AdvertisementApproach 1: CrowdStrike Holdings Discounted Cash Flow (DCF) Analysis A Discounted Cash Flow, or DCF, model estimates what a company could be worth today by projecting its future cash flows and discounting them back to the present. For CrowdStrike Holdings, the model used is a 2 Stage Free Cash Flow to Equity approach. The company’s last twelve months Free Cash Flow is about $1.1b. Analyst and extrapolated projections suggest Free Cash Flow could reach around $9.2b in 2035, with interim years such as 2030 and 2031 estimated at $4.7b and $5.8b respectively, all in $. Simply Wall St has discounted these annual cash flows, resulting in a DCF-based intrinsic value estimate of about $442.27 per share. Against the recent share price of roughly $463.87, this implies the stock is about 4.9% above the DCF estimate, so only slightly richer than what this model suggests. On this measure, CrowdStrike looks close enough to its modeled value that small changes in assumptions could swing the conclusion either way. Result: ABOUT RIGHT CrowdStrike Holdings is fairly valued according to our Discounted Cash Flow (DCF), but this can change at a moment's notice. Track the value in your watchlist or portfolio and be alerted on when to act. CRWD Discounted Cash Flow as at Jan 2026 Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for CrowdStrike Holdings. Approach 2: CrowdStrike Holdings Price vs Sales (P/S) For a company where earnings are less useful because of accounting effects or reinvestment, the Price to Sales, or P/S, ratio can be a practical way to think about what the market is paying for each dollar of revenue. In general, higher expected growth and lower perceived risk can justify a higher P/S multiple. Slower growth or higher risk tends to point to a lower, more conservative range. CrowdStrike’s current P/S ratio is 25.62x, compared with the broader Software industry average of 4.90x and a peer group average of 11.79x. That puts the shares well above both simple benchmarks. Simply Wall St’s “Fair Ratio” is a proprietary estimate of what a reasonable P/S multiple could be for CrowdStrike, given factors such as its growth profile, profit margins, industry, market cap and key risks. Because it blends these company specific drivers, it can be more tailored than a basic comparison to peers or the overall industry, which may have very different characteristics. For CrowdStrike, the Fair Ratio is 15.74x, which is below the current 25.62x. On this metric, the shares trade at a premium to what the Fair Ratio implies. Result: OVERVALUED NasdaqGS:CRWD P/S Ratio as at Jan 2026 P/S ratios tell one story, but what if the real opportunity lies elsewhere? Discover 1444 companies where insiders are betting big on explosive growth. Upgrade Your Decision Making: Choose your CrowdStrike Holdings Narrative Earlier we mentioned that there is an even better way to think about valuation. Let us introduce Narratives, which let you write a simple story about CrowdStrike Holdings, link that story to your assumptions for future revenue, earnings and margins, and then see a Fair Value that you can compare with the current price. All of this happens inside the Narratives tool on Simply Wall St’s Community page, where investors can share views that update automatically when new news or earnings arrive. For example, one CrowdStrike Narrative currently assumes a Fair Value of about US$431 per share, while another assumes roughly US$533. That spread shows how different views on the same business can lead to very different conclusions about whether the present price looks high, low, or about right for you. For CrowdStrike Holdings however we will make it really easy for you with previews of two leading CrowdStrike Holdings Narratives: 🐂 CrowdStrike Holdings Bull Case Narrative fair value: US$533.26 Current price vs this fair value: about 13.0% below the narrative estimate Revenue growth assumption: 21.55% a year  Focuses on Falcon Flex, AI tools like Charlotte and a broad product suite that aim to deepen customer relationships and support higher margins over time. Leans on cloud partnerships, government and enterprise wins, and expanding security modules such as Exposure Management, Cloud Security and Identity Protection as key growth drivers. Accepts execution, competitive and accounting risks, yet aligns with analyst assumptions that support a higher fair value than the recent share price.  🐻 CrowdStrike Holdings Bear Case Narrative fair value: US$431.24 Current price vs this fair value: about 7.6% above the narrative estimate Revenue growth assumption: 18.0% a year  Views Falcon as a strong, flexible cloud platform with a growing module set and subscription model, but concludes that the shares sit above this narrative’s fair value estimate. Highlights targets for Annual Recurring Revenue and future free cash flow, while using a relatively low discount rate that still results in a lower fair value than today’s price. Recognises solid balance sheet metrics and return on equity, yet suggests investors think carefully about return expectations at the current valuation.  These two narratives show how different assumptions on growth, profitability and required return can justify very different fair values. Your own view on CrowdStrike will depend on which story and set of numbers you find more reasonable. Curious how numbers become stories that shape markets? Explore Community Narratives Do you think there's more to the story for CrowdStrike Holdings? Head over to our Community to see what others are saying! NasdaqGS:CRWD 1-Year Stock Price Chart  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. 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