$262.49
5%· 2026-09-23
我的判断
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历史股价
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数据截至 2026-09-23
Market Cap
$267.28B
Revenue TTM
$5.4B
Latest Q GM
74.6%
Next 1Y Rev
0%
Forward PE
–
EV/EBITDA
602.2
P/S
49.53
FCF TTM
$1.57B
筛选结果
pipeline · 2026-09-23Filter高增长 ✗ · Cheap ✗ · GARP ✗
does not hit growth, cheap, or GARP pool
研究记录
L2 基本面 → L3 估值 · 均由人工按需生成与刷新L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
L3 估值 memo
需先完成 L2 基本面 memo
先生成 L2 基本面报告，再做估值。
批注
CRWD 的投资备忘 · 买入价格/数量等也记在这里
财务报表
| Metric | 2026-07-31 Q2 2027 | 2026-04-30 Q1 2027 | 2026-01-31 Q4 2026 | 2025-10-31 Q3 2026 | 2025-07-31 Q2 2026 | 2025-04-30 Q1 2026 | 2025-01-31 Q4 2025 | 2024-10-31 Q3 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.47B | $1.39B | $1.31B | $1.23B | $1.17B | $1.1B | $1.06B | $1.01B |
| Gross Margin | 74.6% | 75.3% | 76.1% | 75.1% | 73.5% | 73.8% | 74.1% | 74.7% |
| Operating Margin | -2.3% | -2.2% | 1.1% | -5.6% | -9.7% | -11.3% | -8.1% | -5.5% |
| Net Income | $5.3M | $27.8M | $59.4M | $-34M | $-77.7M | $-110.2M | $-92.3M | $-16.8M |
| Diluted EPS | 0.01 | 0.03 | 0.04 | -0.04 | -0.08 | -0.11 | -0.09 | -0.02 |
| Operating Cash Flow | $530.3M | $590.9M | $497.9M | $397.5M | $332.8M | $384.1M | $345.7M | $326.1M |
公司简介
CrowdStrike Holdings, Inc. provides cloud-delivered protection across endpoints and cloud workloads, identity, and data. It offers threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. The company primarily sells subscriptions to its Falcon platform and cloud modules through its direct sales team that leverages its network of channel partners. It serves customers worldwide. The company was incorporated in 2011 and is based in Austin, Texas.
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研究材料
电话会纪要摘要
暂无纪要摘要。