CrowdStrike (CRWD)
Information Technology · Cloud-Native Cybersecurity Platforms
CrowdStrike is a cloud-native, AI-powered cybersecurity platform that consolidates fragmented legacy point products into a single unified Falcon platform delivering real-time breach prevention across endpoints, cloud workloads, and identities.
What CrowdStrike does
CrowdStrike is a cloud-native cybersecurity platform company founded in 2011 that delivers the AI-native Falcon platform for comprehensive threat detection and response. The Falcon platform is a unified, modular security solution accessible through a single lightweight sensor that collects and correlates trillions of cybersecurity events per week across endpoints, cloud workloads, identities, and enterprise data. The company operates on a SaaS subscription model, offering 33 cloud modules across markets including endpoint security, cloud workload protection, identity protection, SIEM and log management, threat intelligence, and AI security. Revenue is generated through subscriptions priced per unit of measure (per-endpoint, per-identity, per-cloud sensor, etc.) supplemented by incident response and professional services.
Themes: ["AI-native cybersecurity","Cloud security","Threat detection and response","Identity security","Security consolidation platform","Real-time threat prevention","Managed security services","Enterprise risk management","AI Security Cloud","Zero-trust architecture"]
Fundamentals
- Price$198.40 as of 2026-07-09 close
- Market cap$201.1B as of 2026-07-10
- 1-year return+54.5% as of 2026-07-09 close
- Net margin-0.5% as of 2026-07-10
- Gross margin+75.2% as of 2026-07-10
- ROE-0.6% as of 2026-07-10
- Debt / equity0.16 as of 2026-07-10
- Revenue growth (YoY)+23.2% as of 2026-07-10
- Beta1.24 as of 2026-07-10
Key risks (from latest filing)
["Adoption risk: Customers may remain committed to legacy on-premise security products, making customer acquisition and transition difficult despite cloud advantages","Market competition: Intensifying adversary tactics leveraging automation, identity abuse, and AI-powered attacks require continuous innovation to maintain competitive advantage","New customer acquisition dependency: Revenue and growth rates depend heavily on ability to attract new customers, and failure to do so would directly impact revenue trajectory"]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.