Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
Sign in with Google
bullish
Crowdstrike Holdings
Watchlist
Crowdstrike Analyst Day: Why It’s a Buy at 23x Forward P/S
Equity Bottom-Up
400 Views
09 Apr 2022 21:28
Crowdstrike's analyst day laid out how the evolving platform's TAM is growing and customer adoption of modules is also growing. Not overpriced at 23x sales growing 60%+ with 30% FCF margins.
SUMMARY
(Sign Up to Access)
Full Insight
(Paid Plans Only, 6-minute read)
Related Insights
More »
Loading
Trending Collections
More »
Event-Driven
Equity Bottom-Up
Equity Derivatives
Japan
Index Rebalance
South Korea
India
China
Singapore
Unpaywalled Insights
Trending Insights
More »
Select Sector Indices and S&P Equal Weight Rebalance Preview: US$17bn Round-Trip Trade
Yuanta/P-Shares Taiwan Div+ ETF Rebalance: Huge Turnover & Flow Overlap
S&P/ASX Index Rebalance (June 2025): Changes, Flows, Shorts & Positioning
NIFTY200 Momentum30 Index Rebalance: HUGE Turnover and Trade as Financials Shine
A/H Premium Tracker (To 6 June 2025): Narrow Premia Hs Worst Performers, BYD Relents
Top Unpaywalled Insights
More »
Bearishness Persist in Soybeans Despite Rebound Hopes
Curator's Cut: The Next Labubu, Crypto Equities and Tracking APAC Buybacks
[IO Technicals 2025/23] Bearish Momentum Persists
VEON US: Pakistan Towers Sale Frees Capital for Digital Growth in Core Market Ahead of Ukraine IPO
Advanced Look: Navigating the New Macro Landscape Through Quantitative Alpha Generation Strategies
Discussions
(Paid Plans Only)
Price Chart
(Sign Up to Access)
Insight Stream
Crowdstrike FY2Q23: FY2Q23: Not Just Endpoint, Identity and SIEM Accelerating Too
01 Sep 2022
TMT Quick Hits: Palo Alto Networks, Farfetch, Netflix
24 Aug 2022
Crowdstrike FY1Q23: Share Gains Will Lead to Share Gains
03 Jun 2022
Crowdstrike Analyst Day: Why It’s a Buy at 23x Forward P/S
09 Apr 2022
Crowdstrike FY4Q22: (Bear) Case Adjourned
10 Mar 2022
Crowdstrike FY3Q22: Platform, Not Endpoint
03 Dec 2021
Crowdstrike FY2Q22: The Ferrari of Security Platforms
01 Sep 2021
Top
For Institutional Investors and Financial Services
For Corporate IR and Strategy
For Private Wealth Intermediaries
Pricing
Who We Are
Careers
FAQs
Research Provider Solutions
Syndicate your Publications
Compliance
Terms of Use
Privacy Policy
Press Kit
RSS Feeds
Request a Free Trial
Avail a Transition Account
Guest Posts on Smartkarma
Other Enquiries
Join TL;DR Community
Free Weekly Newsletters
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.53.3
x