CrowdStrike closed out its second quarter of fiscal 2027 with sales growing 26% to $1.47 billion and adjusted operating margins expanding 350 basis points to 25.3%. The firm added a record $333 million in net new annual recurring revenue, or ARR, up 51%.
CrowdStrike has strong secular tailwinds given that the endpoint, cloud, identity, and security operations markets are projected to grow rapidly
Large public cloud vendors often offer their own cybersecurity solutions, which could hamper CrowdStrike’s growth opportunities.
|
Metric
|
CRWD
|
PANW
|
S
|
|---|---|---|---|
Price/Earnings (Normalized) | 192.85 | 87.01 | 76.43 |
Price/Book Value | 42.77 | 9.88 | 4.75 |
Price/Sales | 40.40 | 22.18 | 6.06 |
Price/Cash Flow | 106.27 | 68.75 | 51.00 |
|
Metric
|
CRWD
|
PANW
|
S
|
|---|---|---|---|
Quick Ratio | 1.37 | 0.73 | 1.27 |
Current Ratio | 1.57 | 0.86 | 1.45 |
Interest Coverage | −2.96 | — | — |
|
Metric
|
CRWD
|
PANW
|
S
|
|---|---|---|---|
Return on Assets (Normalized) | 10.64% | — | 3.73% |
Return on Equity (Normalized) | 26.00% | — | 6.04% |
Return on Invested Capital (Normalized) | 19.39% | — | 4.35% |
|
1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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Capital Allocation
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Economic Moat
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United States