Pro
Growth Stock of the Week – CRWD
Mar 05, 2025
Status: Delivered
CrowdStrike deep dive: platform adoption, identity/CNAPP tailwinds, and operating leverage supporting premium valuation.
- Rev +33% y/y, gross margin 75%, FCF margin 27%
- Valuation ~18x NTM sales vs peers 14–16x
- Catalysts: earnings Mar 5, Fed/AWS updates, identity wins
- Risks: IT spend slowdown, MSFT/PANW competition