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CrowdStrike Holdings Inc CRWD

CrowdStrike Holdings Inc scores average on business quality (6.0 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$275.04Oct 9, 2026
Business qualityAverage
Next earningsNov 30, 2026
Insiders, 90 daysSelling

Why it matters

  1. What CrowdStrike Holdings Inc does

    CrowdStrike sells cloud-native cybersecurity solutions, protecting endpoints, cloud workloads, and identities for enterprises through its Falcon platform. The company drives adoption by expanding its AI-powered security modules to capture larger shares of corporate IT security budgets.

  2. What it does best

    CrowdStrike delivers elite gross margins of 75.2%, ranking in the top quartile of its sector at 83rd percentile. This cloud-native architecture scales efficiently without legacy infrastructure costs.

  3. The main risk

    Negative interest coverage of -4.8x leaves the capital structure vulnerable if operational cash flow falters under competitive pressure from peers like Palo Alto Networks.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityFair

Operating margins sit at -2.4%, ranking in the bottom quartile of its sector at the 4th percentile, though free cash flow margin reaches an impressive 28% of revenue.

MoatFair

The platform ecosystem locks in enterprise customers through unified endpoint data collection, evidenced by a top quartile gross margin rank of 83.

GrowthFast

Revenue growth is running at 21.7%, placing it in the top decile of its sector at the 84th percentile, fueled by expanding enterprise cloud security adoption.

Financial healthWeak

Total cash sits at $5.2B against $745M in debt, providing a net cash position of $4.5B. Free cash flow reached $1.5B, softening its negative interest coverage reality.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

6 sold $44.7M outside pre-planned sales.

Our sealed record on CRWD

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is CRWD a good business?

CrowdStrike Holdings Inc scores average on the Cluenex quality check (6.0 of 10), measured against its own industry. Profitability is fair, moat fair, growth fast and financial health weak.

Are insiders buying CRWD?

In the last 90 days of SEC Form 4 filings: 6 sold $44.7M outside pre-planned sales.

When does CRWD report earnings?

Nov 30, 2026.

For members

See CRWD today

  • Today's verdict on CRWD, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “CrowdStrike Holdings Inc (CRWD)”, https://cluenex.com/stocks/crwd/, data as of Oct 10, 2026.