CRWD CrowdStrike
too hard · 38
Owner-earnings value$1.03
Price$239.34
Margin of safety
-99.6%
Quality gate · 38/100
⚠ sub-hurdle returns (median roic 0% < 9%) · unprofitable in too many years
Median ROIC0.1%
Gross margin75.2%
Net debt / EBITDA-10.1x
Share count / yr+4.4%
Profitable years1/4
Moat & management
Owner-earnings inputs
| Owner earnings (TTM) | 58.46M |
| Owner-earnings yield | 0.0% |
| Free-cash-flow yield | 0.6% |
| Growth used (normalized) | 10.0% |
| Market-implied growth (reverse DCF) | 25.0% |
| Terminal growth | 3.0% |
| Discount rate (hurdle) | 10.5% |
Projected owner earnings
| Yr | Owner earnings | Growth | PV |
|---|---|---|---|
| 1 | 64.31M | 10.0% | 58.18M |
| 2 | 70.24M | 9.2% | 57.49M |
| 3 | 76.17M | 8.4% | 56.40M |
| 4 | 82.01M | 7.7% | 54.94M |
| 5 | 87.66M | 6.9% | 53.13M |
| 6 | 93.01M | 6.1% | 51.00M |
| 7 | 97.97M | 5.3% | 48.60M |
| 8 | 102.44M | 4.6% | 45.98M |
| 9 | 106.31M | 3.8% | 43.17M |
| 10 | 109.50M | 3.0% | 40.23M |
⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~25%/yr owner-earnings growth over 10y (reverse DCF); model credits 10%.