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Position · Core / Quality Compounders

CrowdStrike Holdings Inc (CRWD)

1.25% of book · Avg. cost $94.76 · Return +101.41%

Compare vs. competitors: Palo Alto Networks vs. Fortinet vs. CrowdStrike →

Read the full fiscal Q1 2027 earnings report →

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Download full 3-statement model (.xlsx) →

Thesis StatementCrowdStrike's single-agent Falcon platform expands into new security modules faster than most peers can cross-sell, evidenced by record net-new ARR this quarter.

Note on the price level

CrowdStrike's share price reflects an apparent roughly 4:1 stock split relative to older historical levels. If external sources show meaningfully higher historical prices, that's the pre-split basis — not an inconsistency in the numbers here.

CRWD CrowdStrike Holdings Inc
AEA Institutional Tear Sheet
1.25% of book · Avg. cost $94.76 · Return +101.41%

Core Thesis

CrowdStrike's Falcon platform covers endpoint protection, cloud workload security, identity protection, and security operations as a single-agent subscription platform, with newer modules growing even faster than the core endpoint business — one of the...

Financial Metrics

  • Market Cap$787B
  • P/E (TTM)N/A — not meaningful; trailing EPS is negative
  • EPS (TTM)-$0.04
  • Div. Yield0.00%
  • Price$193.98

Bear Case

Growth decelerates faster than expected as the law of large numbers catches up, competition from platform consolidators intensifies, and a rich multiple with little margin for error means any growth disappointment could compress the stock sharply.

Investment Thesis

The Thesis
CrowdStrike's Falcon platform covers endpoint protection, cloud workload security, identity protection, and security operations as a single-agent subscription platform, with newer modules growing even faster than the core endpoint business — one of the fastest-growing large-scale cybersecurity vendors on the market.
The Catalyst
Continued fast growth in Falcon's newer modules (cloud workload security, identity protection) outpacing the already-mature endpoint business, extending the single-agent land-and-expand motion into new categories.
The Risk
Growth could decelerate faster than expected as the law of large numbers catches up, and a rich multiple with little margin for error means any growth disappointment could compress the stock sharply.
The Connection
The third leg alongside PANW and FTNT in my cybersecurity platform-consolidation theme, and the fastest-growing of the three.

Pre-Mortem Thesis Invalidation Parameters

Codified in advance, before any of these have happened, so a future decision to hold or exit isn't rationalized in the moment. If a condition below is met, the thesis as written is invalidated and the position gets re-underwritten from scratch — not automatically sold, but automatically questioned.

Metric / EventAutomatic Review Trigger
Net New ARR GrowthDecelerates for 3 consecutive quarters versus the prior-year comparable.
Dollar-Based Net RetentionDrops below 115% for 2 consecutive quarters.
Market cap$787B
P/E ratio (TTM)N/A — not meaningful; trailing EPS is negative
EPS (TTM)-$0.04
Dividend yield0.00%
Shares outstandingN/A — not provided
SectorServices-Prepackaged Software
EBITDAEarnings Before Interest, Taxes, Depreciation, and Amortization — a measure of operating profitability before financing and accounting decisions. EV/EBITDA compares a company's full value (including debt) to this figure, often used to compare companies with different capital structures.EV/EBITDA 568.40x (small EBITDA base)
PEG ratioPrice/Earnings-to-Growth: the P/E ratio divided by expected earnings growth. Below 1.0 is often read as cheap relative to growth; above suggests the market is pricing in a lot of future growth already. Different providers use different growth-rate assumptions, so figures vary by source.6.09
Capex$302.1M (FY26)

Market cap, EPS, and dividend yield via Blossom. No dividend. P/E isn't meaningful given negative trailing EPS — a large one-time charge or elevated stock-based comp is the likely driver rather than a genuinely unprofitable core business. Shares outstanding not available from a source I trust for this entry — left blank rather than estimated. EBITDA, PEG ratio, and capex sourced from public filings and financial-data aggregators (GuruFocus, StockAnalysis, company earnings releases). PEG ratio is sourced primarily from GuruFocus where available; different providers calculate PEG using different growth-rate assumptions, so figures from other sources for the same stock can vary by several multiples — a known limitation of PEG as a metric, not unique to any name here.

Valuation Logic

With trailing EPS still slightly negative on a GAAP basis, the market values CrowdStrike on ARR growth and net-retention multiples rather than P/E; this quarter showed record ARR growth still isn't guaranteed to satisfy elevated expectations.

DCF Sensitivity Tool

A simplified single-stage model for exploring how WACC and terminal growth assumptions move an implied share price — not AEA's own valuation of this stock. Adjust the base cash-flow figure to run your own numbers.

Implied Share Price
Formula: Base FCF/Share × (1 + terminal growth) ÷ (WACC − terminal growth). A real DCF would forecast several years of cash flow explicitly rather than capitalize a single base year in perpetuity — this tool is a simplified illustration of how sensitive that kind of valuation is to two assumptions, not a price target.
$85.68 (52-wk low)$193.98$199.53 (52-wk high)

About the business

CrowdStrike is a cloud-native cybersecurity company built around its Falcon platform, covering endpoint protection, cloud workload security, identity protection, and security operations, sold as a single-agent subscription platform rather than a bundle of separate products.

Why I own it

CrowdStrike's single-agent, cloud-native architecture has made it one of the fastest-growing large-scale cybersecurity vendors, and it's a third leg alongside PANW and FTNT in how I've built out cybersecurity exposure across the book. It's up over 110% on cost and trading near its 52-week high, and it carries a rich valuation typical of category-leading growth software — that's the honest tradeoff of owning the fastest grower in the group.

Risk/Reward Profile

Bull CaseBear Case
CrowdStrike keeps taking share in endpoint security while its newer modules (cloud security, identity) grow even faster, net revenue retention stays strong as customers consolidate more security spend onto the Falcon platform, and growth stays fast enough to grow into today's rich multiple.Growth decelerates faster than expected as the law of large numbers catches up, competition from platform consolidators intensifies, and a rich multiple with little margin for error means any growth disappointment could compress the stock sharply.

Base case: CrowdStrike keeps growing at a healthy but decelerating rate as it scales off a larger revenue base, and the stock's return depends increasingly on earnings catching up to the multiple rather than further re-rating.

Download this position's data

Fundamentals, scenario matrix, and risk/reward table — exported exactly as published on this page, no reformatting.

Macro Stress-Test: How CRWD Fits In

The book-level stress test runs four scenarios against the whole portfolio. Here is exactly where CRWD sits in each one — named directly, or not addressed at all. Nothing below is invented for this page; it’s the same book-level analysis, filtered to this position.

Current positioning, no shock assumed

CRWD is 1.17% of the book, in the Software & Cybersecurity sector. See the full base-case positioning on Holdings.

Where this position sits in the book’s least-defended scenario

Not individually named in the book-level inflation analysis. CRWD contributes to the book’s overall growth-multiple exposure only through its Software & Cybersecurity sector weight — see the full scenario on Holdings for what is and isn’t defended.

Not individually assessed

Where this position sits in the book’s best-defended scenario

CRWD is a liquid, publicly traded security like every other position in the book — no private equity, no illiquid credit, no lockups. A genuinely broad market drawdown would still hurt (the book’s beta is 1.79), but this position doesn’t face the structural exit friction an illiquid holding would.

Liquid, publicly traded

Where this position sits in the book’s largest concentrated risk

Not part of the semiconductor sleeve this scenario is built around. CRWD sits in Software & Cybersecurity, so a Taiwan-centered supply disruption would hit this position only indirectly, if at all, through broader market effects.

Outside the named semiconductor exposure