Is It Too Late To Consider CrowdStrike Holdings (CRWD) After Its Recent Surge In Value?

Simply Wall St.03:20

If you are wondering whether CrowdStrike Holdings is still worth considering at current levels, the key question is how its price lines up with its underlying value. The stock last closed at US$452.49...

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The stock last closed at US$452.49...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-crwd/crowdstrike-holdings/news/is-it-too-late-to-consider-crowdstrike-holdings-crwd-after-i\">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 Too Late To Consider CrowdStrike Holdings (CRWD) After Its Recent Surge In Value?</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 Too Late To Consider CrowdStrike Holdings (CRWD) After Its Recent Surge In Value?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-25 03:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/software/nasdaq-crwd/crowdstrike-holdings/news/is-it-too-late-to-consider-crowdstrike-holdings-crwd-after-i><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 worth considering at current levels, the key question is how its price lines up with its underlying value. The stock last closed at US$452.49...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-crwd/crowdstrike-holdings/news/is-it-too-late-to-consider-crowdstrike-holdings-crwd-after-i\">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":"LU2433249047.HKD","symbol_name":"THEMATICS META \"R/A\" (HKD) ACC","start_time":0,"source_url":"https://simplywall.st/stocks/us/software/nasdaq-crwd/crowdstrike-holdings/news/is-it-too-late-to-consider-crowdstrike-holdings-crwd-after-i","article_id":"2606819237","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-too-late-to-consider-crowdstrike-holdings-crwd-after-i","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2606819237","pubTimestamp":1769282455,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"If you are wondering whether CrowdStrike Holdings is still worth considering at current levels, the key question is how its price lines up with its underlying value.\nThe stock last closed at US$452.49, with returns of a 0.3% decline over the past week, a 5.2% decline over the past month, a 0.2% decline year to date, and a 20.7% gain over the past year. The 3-year return is very large at around 4x and the 5-year return is 109.7%.\nThese moves have kept CrowdStrike firmly on many investors'...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","BK4528":"SaaS概念","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4588":"碎股","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4551":"寇图资本持仓","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4598":"佩洛西持仓","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1548497426.USD":"安联环球人工智能AT Acc","LU1923622614.USD":"Natixis Thematics Meta R/A USD","BK4097":"系统软件","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4532":"文艺复兴科技持仓","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","BK4560":"网络安全概念","BK4543":"AI","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","CRWD":"CrowdStrike Holdings, Inc.","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","BK4585":"ETF&股票定投概念","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD"},"translate_title":"在CrowdStrike Holdings(CRWD)最近价值飙升后，现在考虑它是否为时已晚？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CRWD":1.5,"DCF":1},"content_text":"If you are wondering whether CrowdStrike Holdings is still worth considering at current levels, the key question is how its price lines up with its underlying value. The stock last closed at US$452.49, with returns of a 0.3% decline over the past week, a 5.2% decline over the past month, a 0.2% decline year to date, and a 20.7% gain over the past year. The 3-year return is very large at around 4x and the 5-year return is 109.7%. These moves have kept CrowdStrike firmly on many investors' watchlists as they assess how the current price compares with its fundamentals. This article was triggered to provide ongoing coverage of the stock, giving you a clearer frame for thinking about what you are paying for each US$1 of its business today. On our valuation checks, CrowdStrike scores 1 out of 6 for being potentially undervalued. You can see the full valuation scorecard at 1 / 6. This sets us up to look at different valuation methods next, before coming back at the end to an even more practical way to think about what this stock might be worth.  CrowdStrike Holdings scores just 1/6 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 by projecting its future cash flows and discounting them back to today’s value. It is essentially asking what you are paying now for the cash the business might generate over time. For CrowdStrike Holdings, the model used is a 2 Stage Free Cash Flow to Equity approach. The latest twelve month Free Cash Flow is about US$1.11b. Analyst and extrapolated projections, provided by Simply Wall St, point to Free Cash Flow of US$4.72b by 2030, with annual figures between 2026 and 2035 discounted back to today using this framework. On this basis, the DCF model arrives at an estimated intrinsic value of about US$442.77 per share. Compared to the recent share price of US$452.49, that implies the stock is roughly 2.2% overvalued, which is a very small gap and well within the sort of margin where assumptions in the model can easily swing the conclusion. 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 For companies where earnings are not the main anchor yet, the P/S ratio is often a useful way to think about value because it compares the share price to the revenue the business is already generating. It is especially common for high growth software names where profits may not fully reflect the business model. What counts as a “normal” or “fair” P/S depends on what investors expect for future growth and how much risk they see in those expectations. Higher expected growth or lower perceived risk can justify a higher multiple, while slower expected growth or higher risk usually calls for a lower one. CrowdStrike currently trades on a P/S of 24.99x. That is above the Software industry average of 4.70x and also above its peer average of 11.28x. Simply Wall St’s Fair Ratio for CrowdStrike is 15.48x, which is an internally calculated P/S multiple that reflects factors like earnings growth, industry, profit margins, market cap and risk profile. This Fair Ratio can be more informative than a simple comparison to peers or the broad industry because it attempts to tailor the “expected” P/S to CrowdStrike’s specific characteristics rather than a one size fits all group average. Compared with the current 24.99x P/S, the 15.48x Fair Ratio suggests the shares are trading at a richer level than this framework would imply. 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 1428 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 understand valuation, so let us introduce you to Narratives. A Narrative is simply your story for a company, where you spell out what you think happens to its revenue, earnings and margins, and then see what fair value falls out of those assumptions. Instead of stopping at the numbers, a Narrative links three pieces together: the business story you believe, the financial forecast that follows from that story, and the fair value that forecast implies. On Simply Wall St, Narratives sit in the Community page, where millions of investors use them as an easy tool to compare their own fair value for a stock with the current market price and decide whether they see it as attractive or not right now. Because Narratives update automatically when new information like results or news arrives, you always see how fresh data might change the story. For example, some CrowdStrike Holdings Narratives on the platform assume much higher fair values while others assume much lower fair values, reflecting very different views on its future. 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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