CrowdStrike Holdings, Inc. (CRWD) DCF Valuation
A discounted-cash-flow model values CrowdStrike Holdings, Inc. (CRWD) at about $81.65 (TGM base case). Today's price of $644.93 sits above that range — by these conservative assumptions it looks richly valued; the reverse-DCF below is the better lens for a high-growth name.
Reverse DCF: at today's $644.93, the market is pricing in roughly +36.7%/yr free-cash-flow growth over the next decade (at a 10% required return) — versus its actual 5-year FCF CAGR of +35.1%. The price is betting on acceleration above its track record.
Current Price
$644.93
Fair-Value Range
$81.65
Market-Implied Growth
+36.7%/yr
vs +35.1% 5Y actual
CRWD DCF Fair Value Calculator
Edit the assumptions to see how they change the estimated fair value. Illustrative model — not investment advice. Defaults to a conservative base case; the analyst (FMP) DCF, where available, is shown as a reference below.
Base inputs: FCF $995.5M · 0.25B shares · net cash $4.5B
Estimated Fair Value
$81.65
-87.3% vs $644.93
Sensitivity — fair value by discount rate × terminal growth
How the estimated fair value shifts with the discount rate (WACC) and terminal growth, holding your 5.0%/yr FCF growth and 10-year horizon fixed. Green = above today's $644.93; red = below. Your current case is outlined.
| WACC ↓ / Terminal → | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
|---|---|---|---|---|---|
| 8.0% | $97.22 | $101 | $106 | $112 | $119 |
| 9.0% | $85.98 | $88.77 | $91.99 | $95.75 | $100 |
| 10.0% | $77.42 | $79.40 | $81.65 | $84.23 | $87.20 |
| 11.0% | $70.69 | $72.14 | $73.77 | $75.60 | $77.68 |
| 12.0% | $65.26 | $66.36 | $67.57 | $68.91 | $70.41 |
About CrowdStrike Holdings, Inc.
CrowdStrike Holdings, Inc. delivers cloud-native cybersecurity solutions. Its comprehensive suite safeguards endpoints, cloud workloads, user identities, and critical data. The company's offerings span a wide range, including threat intelligence, managed security services, IT operations management, proactive threat hunting, Zero Trust identity protection, and log management capabilities. CrowdStrike primarily generates revenue through subscription sales of its flagship Falcon platform and its array of cloud modules. These offerings are distributed globally via a direct sales force, augmented by an extensive network of channel partners. Established in 2011, the company is headquartered in Austin, Texas.
- Sector
- Technology
- Industry
- Software - Infrastructure
- CEO
- George R. Kurtz