CRWDCrowdStrike Holdings, Inc.
Services-Prepackaged Software
- Revenue
- $4.8B
- 22% YoY
- Operating margin
- -6.1%
- 107% YoY
- EBITDA
- −$293M
- 152% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- −$4.3B net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCFired23% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear19% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $1.5B | $2.2B | $3.1B | $4.0B | $4.8B | 22% |
| Operating income | −$143M | −$190M | −$19M | −$116M | −$293M | 152% |
| Net income | −$232M | −$182M | $73M | −$13M | −$161M | 1183% |
| Operating cash flow | $575M | $941M | $1.2B | $1.4B | $1.6B | 17% |
| Capex | $112M | $235M | $177M | $255M | $302M | 19% |
| Stock-based comp | $310M | $527M | $649M | $861M | $1.1B | 27% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $398M · 471
- Net
- −$398M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $248M | $330M | 205 | 256 |
| FY2025 | $35M | $149M | 184 | 204 |
| FY2024 | $47M | $344M | 136 | 160 |
| FY2023 | $37M | −$112M | 49 | 107 |
| FY2022 | $148M | $35M | 84 | 126 |