CRWD · CrowdStrike Holdings, Inc.
$701.092026-07-21Sector: Technology; Industry: Software - Infrastructure; Sub-Industry: Systems Software
Intrinsic Value Range Comparison · Mulya.ai
Base · active
$108
-84.7% vs market
Mulya.ai vs Analyst IV Comparison?
Mulya.ai IV range ($57 · $109) Analysts Range ($413 · $805) 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 |
|---|
| 2025.Q1 | $3.1B | — | -0.1% | 20.7% | −$2MM | −$491MM | −$492MM | 10.0% | — | 0.0% | −$408MM | $0.35 | — |
| 2025.Q4 | $3.1B | 0.0% | -0.1% | 45.0% | −$1MM | −$416MM | −$417MM | 9.6% | — | 0.0% | −$286MM | $0.35 | — |
| 2026.Q1 | $4.0B | 29.4% | -3.0% | 0.0% | −$235MM | −$310MM | −$544MM | 10.1% | — | 0.0% | −$407MM | $-0.07 | — |
| 2026.Q4 | $4.0B | 0.0% | -3.0% | 0.0% | −$148MM | −$514MM | −$662MM | 9.1% | — | 0.0% | $18MM | $-0.07 | — |
| 2027.Q1 | $5.1B | 28.8% | -3.9% | 45.0% | −$110MM | −$1.3B | −$1.4B | 9.7% | — | -25.3% | $847MM | $-0.10 | — |
| italics below = DCF projection · 10yr Rev CAGR: 14.4% |
| 2028.Q1 | $6.3B | +23.9% | 8.4% | 42.5% | $304MM | −$215MM | $89MM | 9.6% | $81MM | 31.9% | $1.1B | $1.18 | 594.1 |
| 2029.Q1 | $7.7B | +21.5% | 8.9% | 40.0% | $409MM | −$257MM | $152MM | 9.5% | $127MM | 34.4% | $1.3B | $1.59 | 440.9 |
| 2030.Q1 | $9.2B | +19.7% | 8.5% | 37.5% | $488MM | −$307MM | $181MM | 9.4% | $138MM | 33.1% | $1.6B | $1.89 | 370.9 |
| 2031.Q1 | $10.7B | +16.9% | 8.3% | 35.0% | $579MM | −$340MM | $238MM | 9.3% | $166MM | 32.2% | $2.0B | $2.24 | 313.0 |
| 2032.Q1 | $12.6B | +17.3% | 8.3% | 32.5% | $705MM | −$442MM | $263MM | 9.2% | $168MM | 32.2% | $2.4B | $2.73 | 256.8 |
|
| Term. Yr+ | $20.4B | 4.1% | 19.4% | 20.0% | $3.2B | −$371MM | $2.8B | 8.6% | $25.9B | 35.1% | — | — | — |
Active scenario IV: $108 (-84.7% vs market)