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CRWDCrowdStrike

Technology · Software · Nasdaq
CRWD quote by TradingView
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FY2026 at a glance

Sales up 21.7%, free cash flow up to $1.3B

XBRL, from each 10-K
RevenueStatements ↓
$4.8B
from $4.0B in FY2024
FY2018FY2026
Net incomeStatements ↓
-$162.5M
from -$15.2M in FY2024
FY2018FY2026
Free cash flowStatements ↓
$1.3B
from $1.1B in FY2024
FY2018FY2026
EPS (diluted)Statements ↓
$-0.65
from $-0.06 in FY2024
FY2018FY2026
Operating marginStatements ↓
-6.1%
from -2.9% in FY2024
FY2018FY2026
Total debtStatements ↓
$745.5M
from $744.0M in FY2024
FY2018FY2026
Price and key numbers

The latest figures

All key numbers (34, from the latest 10-K and 10-Q) From EDGAR
EPS (ttm)0.04Sales (ttm)5.4BNet income (ttm)45.0MSales growth+21.7%EPS growth-Sales Q/Q+25.8%
Free cash flow1.6BGross margin75.2%Oper. margin-2.5%Net margin0.8%FCF margin29.8%ROE0.9%
ROA0.4%R&D / sales28.8%Dividend-Debt/Eq0.15Curr. ratio1.57Cash5.0B
Op. cash flow (ttm)2.0BNet debt-4.3BQuick ratio1.57Interest cover-10.47Stock pay / sales22.8%Shares out.1.0B
Shares Y/Y+2.4%Book / share4.98Cash / share4.90Sales / share5.27Asset turnover0.45Days sales out.103
Sales 3Y CAGR+29.0%Sales 5Y CAGR+40.6%Employees10,698Sales / employee504K

Hover or tap a number to see the XBRL line item and filing it comes from; click it to open that filing at SEC. What each number means. Looks wrong? Tell us.

Changes in the numbers

FY2026 against FY2024
  • Revenue growth slowed to +21.7%+29.4% → +21.7% · Revenue FY2026 / revenue FY2024 − 1, against the same a year earlier · 10-K ↗
  • Operating margin narrowed to -6.1%-2.9% → -6.1% · Operating income / revenue · 10-K ↗
What management wrote about it → · Every company →

CRWD against Technology peers

Ten years, side by side → · All 75 →
GrowthProfitBalanceCleanInsiders
CRWDPeer median

Each side 0 to 100, ranked against every company we cover: relative position on reported figures, not a buy score. How

Every dot is one of the 75 companies, the better end on the right. Hover a dot for the company.

Sales growth
+21.7%22nd of 75 · median +14.1%
Net margin
0.8%72nd of 75 · median 19.1%
Return on equity
0.9%66th of 69 · median 23.9%
Free cash flow margin
29.8%23rd of 71 · median 22.3%
Debt / equity (less is better)
0.1512th of 61 · median 0.46
CRWD and the 5 peers closest in revenue
CompanyRevenue (ttm)Sales growthGross marginNet marginROEFCF marginDebt / equity
CRWD CrowdStrike$5.4B +21.7%75.2%0.8%0.9%29.8%0.15
MCHP Microchip Technology$5.6B +7.1%62.7%15.0%12.6%26.0%0.83
Q Qnity Electronics$5.5B +9.7%46.9%10.2%7.4%14.2%0.53
GEN Gen Digital$5.2B +27.1%77.4%23.1%44.0%33.7%2.96
GDDY GoDaddy$5.2B +8.3%-18.6%-33.7%-
FSLR First Solar$5.0B +24.1%49.3%37.1%17.1%4.6%0.01
Where each dollar goes

From $3.1B of sales to $72.2M of profit

FY2023, from the 10-K income statement and revenue by product
Subscription to Revenue: $2.9BProfessional services to Revenue: $185.0MRevenue to Gross profit: $2.3BRevenue to Cost of revenue: $758.9MGross profit to Net profit: $72.2MGross profit to Costs, tax, other: $2.2B Subscription: $2.9B · 94% Subscription$2.9B94% Professional services: $185.0M · 6% Professional services$185.0M6% Revenue: $3.1B Revenue$3.1B +36% Y/Y Gross profit: $2.3B · 75% margin Gross profit$2.3B75% margin +40% Y/Y Cost of revenue: $758.9M · 25% of revenue Cost of revenue$758.9M25% of revenue Net profit: $72.2M · 2% margin Net profit$72.2M2% margin Costs, tax, other: $2.2B · 73% of revenue Costs, tax, other$2.2B73% of revenue

Swipe sideways for the whole flow →

Band widths are the money. Gross profit is revenue less cost of revenue; operating expenses are gross profit less operating profit; R&D is from the income statement and the rest of the operating expenses is everything else; tax includes interest and other items when they are small. Y/Y is the change from the fiscal year before. The full income statement →

Profitability

1 of 4
  • !
    Net margin below the peer median0.8% vs 19.1%
  • ✓
    Gross margin up over 5 years73.7% → 74.7%
  • !
    Return on equity below 15%0.9%
  • !
    A profit in 1 of 9 years
Net margin, FY2018 to FY2026: -114.1% → -3.4%

Balance sheet

3 of 4
  • !
    Interest covered less than 5 timesOperating income is -10.5× interest expense
  • ✓
    Debt smaller than equityDebt / equity 0.15 on the latest balance sheet (peer median 0.46)
  • ✓
    Current assets cover current liabilitiesCurrent ratio 1.57
  • ✓
    More cash than debtNet cash $4.3B
Debt / equity at each year end, FY2018 to FY2026: 0.00 → 0.17

Cash and shareholders

0 of 2
  • !
    Free cash flow positive in 7 of 9 years$1.3B last year
  • !
    Share count up over 5 years+15.1%
Free cash flow, FY2018 to FY2026: -81.7M → 1.3B

Each tick is a fact with a fixed rule (on /methodology), not a score or advice. A check without the numbers it needs is left out.

Revenue and net income, FY2018 to FY2026

Revenue 4.8B Net income -162.5M
FY2018 revenue 118.8M · RevenueFromContractWithCustomerIncludingAssessedTax, 0001535527-20-000006 FY2018 net income -135.5M · NetIncomeLoss, 0001535527-20-000006 118.8M FY2018 FY2019 revenue 249.8M · RevenueFromContractWithCustomerIncludingAssessedTax, 0001535527-21-000007 FY2019 net income -140.1M · NetIncomeLoss, 0001535527-21-000007 249.8M FY2019 FY2020 revenue 481.4M · RevenueFromContractWithCustomerIncludingAssessedTax, 0001535527-22-000006 FY2020 net income -141.8M · NetIncomeLoss, 0001535527-22-000006 481.4M FY2020 FY2021 revenue 874.4M · RevenueFromContractWithCustomerIncludingAssessedTax, 0001535527-23-000008 FY2021 net income -92.6M · NetIncomeLoss, 0001535527-23-000008 874.4M FY2021 FY2022 revenue 1.5B · RevenueFromContractWithCustomerIncludingAssessedTax, 0001535527-24-000007 FY2022 net income -234.8M · NetIncomeLoss, 0001535527-24-000007 1.5B FY2022 FY2022 revenue 2.2B · RevenueFromContractWithCustomerIncludingAssessedTax, 0001535527-25-000009 FY2022 net income -183.2M · NetIncomeLoss, 0001535527-25-000009 2.2B FY2022 FY2023 revenue 3.1B · RevenueFromContractWithCustomerIncludingAssessedTax, 0001535527-26-000010 FY2023 net income 72.2M · NetIncomeLoss, 0001535527-26-000010 3.1B FY2023 FY2024 revenue 4.0B · RevenueFromContractWithCustomerIncludingAssessedTax, 0001535527-26-000010 FY2024 net income -15.2M · NetIncomeLoss, 0001535527-26-000010 4.0B FY2024 FY2026 revenue 4.8B · RevenueFromContractWithCustomerIncludingAssessedTax, 0001535527-26-000010 FY2026 net income -162.5M · NetIncomeLoss, 0001535527-26-000010 4.8B FY2026

From XBRL in each 10-K. Hover a bar for the line item and filing. Full financials →

Statements

Income statement, balance sheet and cash flow

XBRL, each 10-K and 10-Q

CRWD's income statement, balance sheet and cash flow as reported to the SEC in XBRL, one column per fiscal year. Hover a number to see the line item and filing it comes from. Where a company changed how it tags a line, the first tag it reported for that period is used. A number looks wrong? Tell us.

Annual Quarterly
Revenue4.8B
FY2018: 118.8MFY2019: 249.8MFY2020: 481.4MFY2021: 874.4MFY2022: 1.5BFY2022: 2.2BFY2023: 3.1BFY2024: 4.0BFY2026: 4.8B FY2018FY2019FY2020FY2021FY2022FY2022FY2023FY2024FY2026
Net income-162.5M
FY2018: -135.5MFY2019: -140.1MFY2020: -141.8MFY2021: -92.6MFY2022: -234.8MFY2022: -183.2MFY2023: 72.2MFY2024: -15.2MFY2026: -162.5M FY2018FY2019FY2020FY2021FY2022FY2022FY2023FY2024FY2026
Free cash flow1.3B
FY2018: -81.7MFY2019: -58.8MFY2020: 19.7MFY2021: 303.8MFY2022: 462.6MFY2022: 706.0MFY2023: 989.7MFY2024: 1.1BFY2026: 1.3B FY2018FY2019FY2020FY2021FY2022FY2022FY2023FY2024FY2026
EPS (diluted)-0.65
FY2018: -3.38FY2019: -3.12FY2020: -0.96FY2021: -0.43FY2022: -1.03FY2022: -0.79FY2023: 0.30FY2024: -0.06FY2026: -0.65 FY2018FY2019FY2020FY2021FY2022FY2022FY2023FY2024FY2026
Diluted shares250.6M
FY2018: -FY2019: -FY2020: 148.1MFY2021: 217.8MFY2022: 227.1MFY2022: 233.1MFY2023: 243.6MFY2024: 244.8MFY2026: 250.6M FY2018FY2019FY2020FY2021FY2022FY2022FY2023FY2024FY2026

Revenue by product or service

year to Jan 31, 2026
RevenueSharevs year before
Subscription 4.6B94.9% +21.4%
Professional services 247.3M5.1% +28.7%

10-K 0001535527-26-000010, segment and revenue notes (XBRL).

Revenue by region

year to Jan 31, 2026
RevenueSharevs year before
United States 3.2B66.8% +19.9%
Europe, Middle East, and Africa 782.7M16.3% +26.3%
Asia Pacific 495.7M10.3% +23.2%
Other 317.0M6.6% +27.4%

10-K 0001535527-26-000010, segment and revenue notes (XBRL).

Income statement

From EDGAR
FY2018FY2019FY2020FY2021FY2022FY2022FY2023FY2024FY2026
Revenue118.8M249.8M481.4M874.4M1.5B2.2B3.1B4.0B4.8B
Cost of revenue54.5M87.2M141.6M229.5M383.2M601.2M758.9M990.2M1.2B
Gross profit64.3M162.6M339.8M644.9M1.1B1.6B2.3B3.0B3.6B
R&D58.9M84.6M130.2M214.7M371.3M608.4M780.3M1.1B1.4B
SG&A32.5M42.2M89.1M121.4M223.1M317.3M395.2M481.3M670.3M
Operating income-131.4M-136.9M-146.1M-92.5M-142.5M-190.1M-19.1M-116.4M-293.3M
Interest expense1.6M428K442K1.6M25.2M25.3M25.8M26.3M28.0M
Pretax income-134.6M-138.7M-139.8M-87.9M-160.0M-159.9M105.7M58.6M-127.0M
Income tax929K1.4M2.0M4.8M72.4M22.4M32.2M71.1M34.2M
Net income-135.5M-140.1M-141.8M-92.6M-234.8M-183.2M72.2M-15.2M-162.5M
EPS (diluted)-3.38-3.12-0.96-0.43-1.03-0.790.30-0.06-0.65
Diluted shares--148.1M217.8M227.1M233.1M243.6M244.8M250.6M
Gross margin54.1%65.1%70.6%73.7%73.6%73.2%75.2%75.0%74.7%
Operating margin-110.7%-54.8%-30.3%-10.6%-9.8%-8.5%-0.6%-2.9%-6.1%
Net margin-114.1%-56.1%-29.5%-10.6%-16.2%-8.2%2.4%-0.4%-3.4%
Revenue growth-+110%+92.7%+81.6%+66.0%+54.4%+36.3%+29.4%+21.7%
EPS growth--------120%-

Balance sheet

From EDGAR
FY2018FY2019FY2020FY2021FY2022FY2022FY2023FY2024FY2026
Cash63.2M88.4M264.8M1.9B2.0B2.5B3.4B4.3B5.2B
Short-term investments-103.2M647.3M00250.0M99.6M0-
Receivables-92.5M165.0M239.2M368.1M626.2M853.1M1.1B1.4B
Current assets-331.4M1.2B2.3B2.6B3.6B4.8B6.1B7.4B
Property & equipment-73.7M136.1M167.0M260.6M492.3M620.2M788.6M976.3M
Goodwill-7.9M7.7M83.6M416.4M430.6M638.0M912.8M1.4B
Total assets-433.2M1.4B2.7B3.6B5.0B6.6B8.7B11.1B
Accounts payable-6.9M1.3M12.1M47.6M45.4M28.2M130.9M105.3M
Current liabilities-281.4M493.1M863.6M1.4B2.1B2.7B3.5B4.2B
Total debt--0738.0M739.5M741.0M742.5M744.0M745.5M
Total liabilities-363.1M662.3M1.9B2.6B3.5B4.3B5.4B6.6B
Shareholders' equity-369.5M-487.8M742.1M870.6M1.0B1.5B2.3B3.3B4.4B
Retained earnings--519.1M-637.5M-730.1M-964.9M-1.1B-1.1B-1.1B-1.3B

Cash flow

From EDGAR
FY2018FY2019FY2020FY2021FY2022FY2022FY2023FY2024FY2026
Operating cash flow-58.8M-23.0M99.9M356.6M574.8M941.0M1.2B1.4B1.6B
Capital spending22.9M35.9M80.2M52.8M112.1M235.0M176.5M254.9M302.1M
Free cash flow-81.7M-58.8M19.7M303.8M462.6M706.0M989.7M1.1B1.3B
Stock-based pay (added back)12.3M20.5M79.9M149.7M310.0M526.5M648.7M861.4M1.1B
Buybacks02.3M00-----
Acquisitions6.5M0085.5M414.5M18.3M239.0M310.3M382.3M
Debt raised-00739.6M00---
Debt repaid19.3M6.2M00-----
Investing cash flow-28.3M-142.0M-629.6M495.4M-564.5M-556.7M-340.6M-536.6M-764.5M
Financing cash flow126.8M190.4M706.1M800.1M72.5M77.4M93.2M107.2M132.5M

Stock-based pay and leases

From EDGAR
FY2018FY2019FY2020FY2021FY2022FY2022FY2023FY2024FY2026
Stock-based pay (expense)12.3M20.5M79.9M149.7M310.0M526.5M648.7M861.4M1.1B
Stock-based pay / revenue10.4%8.2%16.6%17.1%21.4%23.5%21.2%21.8%22.8%
Operating lease cost---10.3M11.3M11.1M15.5M17.3M20.1M
Operating lease cash paid---11.0M11.8M12.0M15.4M19.5M19.6M
Right-of-use assets--036.5M31.7M39.9M48.2M42.8M69.9M
Operating lease liabilities--37.4M41.0M35.2M42.6M50.4M44.9M74.6M

From SEC's XBRL company facts (data.sec.gov). EBITDA = operating income + depreciation and amortization; free cash flow = operating cash flow - capital spending; total debt = long-term debt (with its current part) + short-term borrowings. Stock-based pay and leases are shown as the company reports them; Tickdelta does not take them out of earnings or add leases to debt. Click a number to open the filing in SEC's Inline XBRL viewer, where you can click the same number to see how it is tagged. Values a company later revised show as revised; the Revised numbers tab lists the changes.

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