CrowdStrike
CRWD Nasdaq· Systems Software
Last close · Oct 26, 2026
$261.83
KIRA · Stoqly’s AI analyst, in plain words
- CrowdStrike had $4.8B of revenue in fiscal 2026, up 21.7% on the year before. Over five years, revenue changed +40.6% a year on average.
- Its operating margin was −6.1%, down 3.2 pts: of every 100 in sales, about −6 is left after running the business.
- CrowdStrike lost $163M in fiscal 2026.
- Free cash flow was $1.3B in fiscal 2026, 27.2% of revenue.
- CrowdStrike returned $0.0M to shareholders in fiscal 2026, 0% of free cash flow. The diluted share count rose 2.4%.
- CrowdStrike has $4.5B more cash than debt.
Market cap
$273.5B
P/E
—
Revenue
$4.8B
Net income
−$163M
Free cash flow
$1.3B
Operating margin
−6.1%
CrowdStrike in 30 seconds · fiscal 2026
Are sales growing?
+21.7%
Yes. Sales grew 21.7% last year.
Does it make a profit?
−3.4%
No. It lost money last year.
Does profit turn into cash?
27.2%
Yes. 27.2% of sales ends up as free cash.
How healthy are the accounts?
4 / 9
Mixed. It passes 4 of 9 health tests.
What CrowdStrike does
CrowdStrike, founded in 2011, sells cybersecurity software over the internet by subscription. Its Falcon platform uses one lightweight program, called a sensor, installed on customers' computers, servers and cloud systems. The sensor collects data that the platform uses to detect and stop attacks. CrowdStrike says the platform replaces older, separate security products. The company offers 33 cloud modules that customers can add to their subscription. They cover protecting laptops and servers, cloud workloads and employee identities, managing software vulnerabilities and IT operations, collecting and searching security logs, threat intelligence, data protection, and security for artificial intelligence systems. It also sells managed security services, in which its own staff watch for threats and respond for the customer. CrowdStrike recognizes revenue from subscriptions over the length of the subscription.
Biggest risks, in its own words
- The July 19 Incident has affected, and is expected to keep affecting, its sales and its relationships with customers and partners.
- Customers might not renew subscriptions or add more modules.
- A history of losses, with no assurance of lasting profit.
- Intense competition and pricing pressure.
- Fiscal year ends
- January 31, 2026
- Latest annual report
- 10-K · Mar 5, 2026
- Legal name
- CrowdStrike Holdings, Inc.
- CIK
- 0001535527
CrowdStrike · CRWD
Results and finances
The last 5 fiscal years. Amounts in USD.
| Fiscal year | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Sales and profit | |||||
| Revenue | $1.5B | $2.2B | $3.1B | $4.0B | $4.8B |
| Revenue growth | 66.0% | 54.4% | 36.3% | 29.4% | 21.7% |
| Gross margin | 73.6% | 73.2% | 75.2% | 75.0% | 74.7% |
| Operating margin | −9.8% | −8.5% | −0.6% | −2.9% | −6.1% |
| Net income | −$235M | −$183M | $72.2M | −$15.2M | −$163M |
| Net margin | −16.2% | −8.2% | 2.4% | −0.4% | −3.4% |
| Diluted EPS | −$1.03 | −$0.79 | $0.30 | −$0.06 | −$0.65 |
| Cash | |||||
| Cash from operations | $575M | $941M | $1.2B | $1.4B | $1.6B |
| Capital expenditure | $112M | $235M | $177M | $255M | $302M |
| Free cash flow | $463M | $706M | $990M | $1.1B | $1.3B |
| FCF margin | 31.9% | 31.5% | 32.4% | 28.5% | 27.2% |
| Dividends paid | $0.0M | $0.0M | $0.0M | $0.0M | $0.0M |
| Share buybacks | $0.0M | $0.0M | $0.0M | $0.0M | $0.0M |
| Share count change | 4.3% | 2.6% | 4.5% | 0.5% | 2.4% |
| Debt and strength | |||||
| Cash and short-term investments | $2.0B | $2.7B | $3.5B | $4.3B | $5.2B |
| Debt incl. finance leases | $740M | $741M | $743M | $744M | $746M |
| Shareholders' equity | $1.0B | $1.5B | $2.3B | $3.3B | $4.4B |
| Current ratio | 1.8x | 1.7x | 1.8x | 1.8x | 1.8x |
| Interest coverage | −5.7x | −7.5x | −0.7x | −4.4x | −10.5x |
| Returns and quality | |||||
| Return on equity | −24.8% | −14.7% | 3.8% | −0.6% | −4.2% |
| Piotroski F-score | 3 | 5 | 7 | 4 | 4 |
| Altman Z'' | 1.4 | 1.4 | 2.1 | 2.1 | 2.1 |
Insiders bought, 12 months
$0.0M
0 insiders
Insiders sold, 12 months
$737M
10 insiders
Of sales under plans
83%
$610M
How to read these numbers
- Revenue:
- Total sales reported in the income statement.
- Operating margin:
- Operating income as a share of revenue.
- Net income:
- Profit after all expenses, interest and tax.
- Free cash flow:
- Cash from operations minus capital spending.
- Net debt / EBITDA:
- Years of EBITDA needed to pay off net debt. Below zero means more cash than debt.
- Return on capital:
- After-tax operating income as a share of the money invested in the business: debt plus equity, minus cash.
CrowdStrike · CRWD
Charts and comparison
Ten years at a glance, and how it stacks up against similar companies.
Revenue
Net income
Margins, % of revenue
Cash vs debt (incl. leases)
Free cash flow
Dividends and buybacks
Similar companies
Each company’s latest fiscal year. Fiscal years end in different months, so periods don’t line up exactly.
| Company | Market cap | Growth | Op. margin | FCF margin | ROIC | P/E | F-score |
|---|---|---|---|---|---|---|---|
| CrowdStrike CRWD | $273.5B | 21.7% | −6.1% | 27.2% | — | — | 4 |
| Gen Digital GEN | $14.7B | 27.1% | 42.4% | 30.5% | 13.7% | 14.3x | 7 |
| Twilio TWLO | $42.1B | 13.7% | 3.1% | 19.7% | 1.5% | 36.7x | 6 |
| Fortinet FTNT | $135.6B | 14.2% | 30.7% | 32.7% | — | 64.8x | 5 |
| Zscaler ZS | $41.7B | 25.4% | −4.0% | 25.4% | — | — | 3 |
KIRA
At $261.83 a share, the company is worth $273.5B.
CrowdStrike grew sales faster than 2 of its 4 similar companies.
Source: SEC EDGAR XBRL filings (CIK 0001535527). Data updated October 10, 2026. For information only — not investment advice. Check the original filings before relying on any figure.