CrowdStrike Holdings, Inc.

AI-generated fair value estimate for this company.

Method: 10-year unlevered FCF DCF: $1.609B TTM free cash flow base; FCF growth decelerating from 22% (year 1) to 10% (year 10), consistent with management's $10B ARR-by-2031 target; 11% discount rate reflecting a rich starting valuation multiple; 3.5% terminal growth; $4.19B net cash; approximately 1.03B diluted shares outstanding post the July 2026 4-for-1 split.

Reasoning: CrowdStrike has best-in-class growth, approximately 75% gross margins, and strong net cash, but it is currently GAAP-unprofitable and trades at roughly 50x TTM revenue; even generous decade-long growth assumptions discounted for that premium imply the market is pricing in more growth and duration than this model captures, so the DCF comes in well below the current share price.