CRWD · CrowdStrike Holdings, Inc.
$399.122026-05-17Sector: Technology; Industry: Software - Infrastructure; Sub-Industry: Systems Software
Intrinsic Value Range Comparison · Mulya.ai
Base · active
$94
-76.5% vs market
Mulya.ai vs Analyst IV Comparison?
Mulya.ai IV range ($59 · $96) Analysts Range ($368 · $706) Fundamentals · historical + forward · baseitalics = DCF projection
| Period | Revenue | Rev Gr ? | Ops M% ? | Tax Rate ? | NOPAT ? | Reinvest ? | FCFF ? | WACC% ? | PV FCFF ? | ROIC ? | Inv. Cap ? | EPS ? | P/E |
|---|
| 2022.Q4 | $1.5B | — | -9.8% | 0.0% | −$207MM | −$158MM | −$365MM | 6.4% | — | 0.0% | −$222MM | $-0.91 | — |
| 2023.Q4 | $2.2B | 54.4% | -8.5% | 0.0% | −$217MM | $131MM | −$86MM | 8.5% | — | 0.0% | −$488MM | $-0.71 | — |
| 2024.Q4 | $3.1B | 36.3% | -0.1% | 26.2% | −$1MM | −$366MM | −$368MM | 8.4% | — | 0.0% | −$414MM | $0.35 | — |
| 2025.Q4 | $4.0B | 29.4% | -3.0% | 45.0% | −$66MM | −$416MM | −$482MM | 9.6% | — | 0.0% | −$286MM | $-0.07 | — |
| 2026.Q4 | $4.8B | 21.7% | -5.4% | 0.0% | −$319MM | −$514MM | −$834MM | 9.1% | — | 0.0% | $18MM | $-0.71 | — |
| italics below = DCF projection · 10yr Rev CAGR: 13.9% |
| 2027.Q4 | $5.9B | +22.7% | 6.0% | 2.0% | $349MM | −$445MM | −$96MM | 8.9% | −$88MM | 145.0% | $463MM | $1.35 | 295.6 |
| 2028.Q4 | $7.2B | +21.6% | 6.8% | 4.0% | $469MM | −$529MM | −$59MM | 8.9% | −$50MM | 64.5% | $992MM | $1.82 | 219.3 |
| 2029.Q4 | $8.7B | +21.2% | 6.6% | 6.0% | $542MM | −$643MM | −$101MM | 8.9% | −$78MM | 41.3% | $1.6B | $2.10 | 190.1 |
| 2030.Q4 | $9.9B | +13.9% | 6.2% | 8.0% | $569MM | −$523MM | $45MM | 8.8% | $32MM | 30.0% | $2.2B | $2.20 | 181.4 |
| 2031.Q4 | $11.5B | +16.2% | 6.2% | 10.0% | $645MM | −$705MM | −$60MM | 8.8% | −$39MM | 25.7% | $2.9B | $2.50 | 159.6 |
|
| Term. Yr+ | $18.3B | 4.1% | 18.9% | 20.0% | $2.8B | −$443MM | $2.3B | 8.6% | $22.4B | 25.7% | — | — | — |
Active scenario IV: $94 (-76.5% vs market)