Crowdstrike is it Worth it?
Is CrowdStrike overvalued at $392? We run CRWD through Occam's Investing — a forensic valuation platform that uses three AI models to cross-check every analysis.
CrowdStrike earns a perfect Occam Score of 100 with a Rule of 40 score above 55. It passes 6 of 7 Buffett metrics. Revenue growth is 21.7%. Free cash flow is $1.3 billion. The balance sheet has $5.2B cash against only $820M debt.
But the DCF says intrinsic value is $119. The market says $392.
Great company. But is it a great investment at this price? The forensic jury weighs in.
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John Gillespie
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Crowdstrike is it Worth it?
Occam's Investing
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