Stock

CrowdStrike Holdings

CRWD
38
Software - Infrastructure · Technology
Price
$227.39
-17.18 (-7.02%)
Market Cap
$232.83B
Exchange
NASDAQ
Winston Score
38
Winston is serious
Below-average fundamentals — multiple weak pillars.
Data as of Oct 18, 2026 · filings through Jul 31, 2026

§How the score breaks down

Quality
Mixed
10/30
Growth
Mixed
7/20
Cash Flow
Exceptional
10/10
Stability
Good
5/10
Valuation
Data not available
0/10
Ownership
Mixed
4/15
Dividends
Not counted
n/a

36 of 95 counted points = Winston Score 38. Pillars marked n/a do not apply to this company and are left out of the total.

Share count rising — dilution

+13.6% over 4y

The company has issued more shares over this period, which dilutes each existing shareholder’s stake.

Diluted shares outstanding: 908.6M (2022) → 1.03B (2026)

§Winston Score History

The full picture

CrowdStrike is a cybersecurity company that protects businesses and governments from hackers and online threats. Its main product is the Falcon platform, a cloud-based system that watches over computers, servers, and devices to detect and stop cyberattacks in real time. It serves customers across industries like finance, healthcare, and government, and is one of the largest pure-play cybersecurity companies in the world.

CrowdStrike makes money primarily through subscriptions — customers pay recurring fees to use Falcon rather than buying software outright. The company operates globally, with most revenue coming from North America, and generates around $4 billion in annual revenue. Its competitive moat comes from its large database of threat intelligence, which grows stronger as more customers join the platform, making it harder for rivals to match its detection capabilities. A key risk is that CrowdStrike's reputation took a hit from a major software outage in 2024, and retaining customer trust while facing intense competition remains an ongoing challenge.

Politician Trades

29 trades / 12mo

18 Congressional buys and 11 sells on CRWD in the last 12 months.

Unlock the full Smart Money Map — every trade plotted on the price chart with politicians, amounts and returns since each trade. Founder's Deal is $57/mo locked for life.

Unlock politician trades

Growth Profile

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+25.8% YoY

YoY Growth Rate

Revenue accelerating

EPS Growth

+106.7% YoY

YoY Growth Rate

EPS growth accelerating

R&D Spend

$1.4B/ year

↑ Rising (+29% vs prior year)

28.8% of revenue

1.9x the sector average (15%)

Investing heavily in future products and technology

Insider Activity

1.8%ownership

→ Flat

Insider ownership roughly steady over the past year

Cash Position

Cash flow positive

$5.1B cash & investments

Quarterly Free Cash Flow

↑ Burn rate improving

Company generates more cash than it spends — no dilution risk from fundraising

Revenue accelerating

CrowdStrike Holdings grew revenue 26% year-over-year and the growth rate is speeding up. That's the kind of momentum growth investors look for — the question is whether margins can follow.

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

Each metric is explained in plain language so you know exactly what you're looking at. Start your free trial now.

Quality

Profit per sale
Gross Margin
74.6%
Premium pricing power — 74.6% gross margin
Profit after running costs
Operating Margin
-2.3%
Losing money on operations — -2.3%
Return on the money invested
ROCE
-2.0%
Weak — -2.0% return on capital

Negative ROIC means the business is losing money on every dollar invested in it.

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Growth

Sales growth
Sales YoY
+24.3%
Fast-growing sales (+24.3% YoY)
Profit growth
EPS YoY
N/A
Data not available
How steady the profit is
EPS Consistency
3/8 quarters
Earnings rarely grow — volatile business

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Cash Flow

Profit that turns into cash
Cash Conversion
3450%
Turns 3450% of profit into real cash
Spare cash per sale
FCF Margin
29.1%
Converts sales into free cash efficiently (29.1%)

Free cash flow margin above 20%. Out of every $100 in sales, more than $20 is real cash they keep.

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Stability

What it owes vs what it owns
Debt / Equity
0.15
Conservative — low debt load (0.15)
Covers its interest
Interest Cover
N/A
Data not available

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Valuation

Price vs profit
P/E Ratio (TTM)
N/A
—
Data not available
Cheaper or dearer next year
P/E vs Forward
N/A
not available
Data not available

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Dividends

Not applicable for this business.
🔒 See full fundamentals and if they are improving or declining — click here for your free trial now.
Start free trial