In the ever-evolving and intensely competitive business landscape, conducting a thorough company analysis is of utmost importance for investors and industry followers. In this article, we will carry out an in-depth industry comparison, assessing CrowdStrike Holdings (NASDAQ:CRWD) alongside its primary competitors in the Software industry. By meticulously examining key financial metrics, market positioning, and growth prospects, we aim to offer valuable insights to investors and shed light on company's performance within the industry.
CrowdStrike Holdings Background
CrowdStrike is a cloud-based cybersecurity company specializing in next-generation security verticals such as endpoint, cloud workload, identity, and security operations. CrowdStrike's primary offering is its Falcon platform that offers a proverbial single pane of glass for an enterprise to detect and respond to security threats attacking its IT infrastructure. The Texas-based firm was founded in 2011 and went public in 2019.
| Company | P/E | P/B | P/S | ROE | EBITDA (in billions) | Gross Profit (in billions) | Revenue Growth |
|---|---|---|---|---|---|---|---|
| CrowdStrike Holdings Inc | 838.41 | 32.57 | 24.73 | 2.48% | $0.12 | $0.64 | 32.63% |
| Microsoft Corp | 35.24 | 11.94 | 12.83 | 8.93% | $33.55 | $43.35 | 17.03% |
| Oracle Corp | 30.55 | 56.60 | 6.20 | 50.61% | $5.3 | $9.41 | 7.11% |
| ServiceNow Inc | 76.57 | 18.16 | 15.62 | 4.41% | $0.46 | $2.08 | 6.81% |
| Palo Alto Networks Inc | 45.85 | 21.96 | 13.84 | 53.52% | $0.21 | $1.48 | 19.33% |
| Gen Digital Inc | 9.06 | 5.28 | 3.40 | 5.96% | $0.47 | $0.77 | 1.6% |
| Dolby Laboratories Inc | 42.75 | 3.34 | 6.27 | 2.85% | $0.09 | $0.28 | -5.78% |
| Qualys Inc | 41.03 | 16.60 | 11.21 | 11.75% | $0.05 | $0.12 | 10.49% |
| CommVault Systems Inc | 28.65 | 16.87 | 5.77 | 55.72% | $0.02 | $0.18 | 2.99% |
| Teradata Corp | 61.05 | 26.94 | 2.08 | -5.45% | $0.06 | $0.28 | 1.11% |
| N-able Inc | 96.69 | 3.26 | 5.54 | 1.35% | $0.03 | $0.09 | 13.22% |
| Progress Software Corp | 32.59 | 4.73 | 3.16 | 4.91% | $0.06 | $0.15 | 12.46% |
| SolarWinds Corp | 195 | 1.53 | 2.55 | 1.14% | $0.07 | $0.17 | -2.44% |
| Average | 57.92 | 15.6 | 7.37 | 16.31% | $3.36 | $4.86 | 6.99% |
By carefully studying CrowdStrike Holdings, we can deduce the following trends:
Debt To Equity Ratio
The debt-to-equity (D/E) ratio measures the financial leverage of a company by evaluating its debt relative to its equity.
Considering the debt-to-equity ratio in industry comparisons allows for a concise evaluation of a company's financial health and risk profile, aiding in informed decision-making.
When assessing CrowdStrike Holdings against its top 4 peers using the Debt-to-Equity ratio, the following comparisons can be made:
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When considering the debt-to-equity ratio, CrowdStrike Holdings exhibits a stronger financial position compared to its top 4 peers.
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This indicates that the company has a favorable balance between debt and equity, with a lower debt-to-equity ratio of 0.34, which can be perceived as a positive aspect by investors.
Key Takeaways
For CrowdStrike Holdings in the Software industry, the PE, PB, and PS ratios are all high compared to its peers, indicating potentially overvalued stock prices. On the other hand, the low ROE, EBITDA, and gross profit, along with high revenue growth, suggest that the company may be experiencing challenges in generating profits efficiently despite strong revenue growth when compared to industry peers.
This article was generated by Benzinga's automated content engine and reviewed by an editor.
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