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Últimos 20 reportes · 10-K · 10-K/A · 10-Q · 8-K · Fuente: SEC EDGAR
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SEC CIK: 0001535527
Founded in 2011, CrowdStrike reinvented cybersecurity for the cloud and artificial intelligence (“AI”) era and transformed the way cybersecurity is delivered and experienced by customers. When we started CrowdStrike, cyberattackers had an asymmetric advantage over legacy cybersecurity products that could not keep pace with rapid changes in adversary tactics, a dynamic that has intensified as adversaries increasingly leverage automation, identity abuse, and AI to operate at machine speed. We took a fundamentally different approach to solve this problem with the AI-native CrowdStrike Falcon cybersecurity platform, which serves as the operating system for cybersecurity. CrowdStrike built the first, true, cloud-native platform with AI at the core, capable of harnessing vast amounts of security and enterprise data to drive real-time security decisions and response – stopping breaches at scale through a single lightweight sensor. The CrowdStrike Falcon platform is designed to be the definitive platform for cybersecurity consolidation, purpose-built to stop breaches.
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Precio Objetivo — 12 meses
$103.50
Mínimo
-52.6%
$240.00
Mediana
+9.9%
$227.58
Promedio
+4.2%
$265.00
Máximo
+21.3%
| Métrica | LTM jul 26 | 2026 | 2025 | 2024 | 🔒Premium | 🔒Premium | 🔒Premium | 🔒Premium | 🔒Premium | 🔒Premium |
|---|---|---|---|---|---|---|---|---|---|---|
| INGRESOS Y MÁRGENES | ||||||||||
| Ingresos Totales | 5.396B | 4.812B | 3.954B | 3.056B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Crecimiento Ingresos | 24.3% | 21.7% | 29.4% | 36.3% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Cost of Revenue | 1.339B | 1.219B | 990.172M | 758.929M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Gross Profit | 4.057B | 3.593B | 2.963B | 2.297B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Gross Margin | 75.2% | 74.7% | 75.0% | 75.2% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| GASTOS OPERATIVOS (SaaS — separados) | ||||||||||
| Research & Development | 1.564B | 1.385B | 1.076B | 780.319M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Sales & Marketing | 1.944B | 1.831B | 1.523B | 1.140B | 🔒 | 🔒 | 🔒 | |||
| STOCK-BASED COMPENSATION | ||||||||||
| Stock-Based Compensation | 1.244B | 1.097B | 861.391M | 648.665M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| SBC / Revenue | 23.1% | 22.8% | 21.8% | 21.2% | 🔒 | 🔒 | 🔒 | |||
| RESULTADO NETO | ||||||||||
| Gasto por Intereses | 26.646M | 28.021M | 26.311M | 25.756M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Pretax Income | 64.103M | -126.989M | 58.564M | 105.671M | 🔒 | 🔒 | 🔒 | |||
| KPI SAAS — BACKLOG / DEFERRED REVENUE | ||||||||||
| RPO (Backlog futuro) | 10.700B | 9.000B | 6.500B | 4.600B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| RPO / Revenue | 1.98x | 1.87x | 1.64x | 1.51x | 🔒 | 🔒 | 🔒 | |||
| LIQUIDEZ | ||||||||||
| Cash & Equivalentes | 5.014B | 5.230B | 4.323B | 3.375B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Short-term Investments | — | — | 0.00 | 99.591M | 🔒 | 🔒 | 🔒 | |||
| BALANCE — ACTIVOS | ||||||||||
| PP&E Neto | 1.175B | 976.331M | 788.640M | 620.172M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Goodwill | 2.251B | 1.363B | 912.805M | 638.041M | 🔒 | 🔒 | 🔒 | |||
| CAPITAL Y DEUDA | ||||||||||
| Deuda Largo Plazo | 746.216M | 745.471M | 743.983M | 742.494M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Deuda Total | 746.216M | 745.471M | 743.983M | 742.494M | 🔒 | 🔒 | 🔒 | |||
| FLUJO DE CAJA Y CAPEX | ||||||||||
| Cash Flow Operativo (CFO) | 2.017B | 1.612B | 1.382B | 1.166B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Capex | 407.897M | 302.108M | 254.852M | 176.529M | 🔒 | 🔒 | 🔒 | |||
| RATIOS | ||||||||||
| Margen Neto | 0.8% | -3.4% | -0.4% | 2.4% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Current Ratio | 1.57x | 1.77x | 1.77x | 1.76x | 🔒 | 🔒 | 🔒 | |||
Cifras en miles de millones (B) · Fuente: SEC/EDGAR
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| General & Administrative | 682.370M | 670.344M | 481.264M | 395.173M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Total OpEx | 4.190B | 3.886B | 3.080B | 2.316B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Operating Income | -132.954M | -293.292M | -116.400M | -19.141M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Operating Margin | -2.5% | -6.1% | -2.9% | -0.6% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
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| Tax Expense | -1.177M | 34.176M | 71.130M | 32.232M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Beneficio Neto | 44.995M | -162.502M | -15.241M | 72.181M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Margen Neto | 0.8% | -3.4% | -0.4% | 2.4% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| EPS Diluido | -0.45 | -0.65 | -0.06 | 0.30 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| EPS Básico | — | -0.65 | -0.06 | 0.30 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
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| Deferred Revenue | 4.842B | 4.753B | 3.729B | 3.054B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Rule of 40 | 54.1% | 48.9% | 57.9% | 68.7% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
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| Total Liquid Assets | 5.014B | 5.230B | 4.323B | 3.475B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Activo Corriente | 6.955B | 7.419B | 6.113B | 4.757B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Pasivo Corriente | 4.430B | 4.184B | 3.461B | 2.697B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Working Capital | 2.525B | 3.235B | 2.652B | 2.060B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Current Ratio | 1.57x | 1.77x | 1.77x | 1.76x | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
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| Intangibles | 273.235M | 136.702M | 133.114M | 114.518M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Activo Total | 12.025B | 11.087B | 8.702B | 6.647B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Pasivo Total | 6.885B | 6.614B | 5.383B | 4.309B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
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| Net Debt | -4.268B | -4.485B | -3.579B | -2.732B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Patrimonio Neto | 5.102B | 4.428B | 3.279B | 2.304B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Minoritarios (NCI) | 37.801M | 44.215M | 39.423M | 33.139M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Valor Contable / Acción | 4.98 | — | — | — | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Acciones en Circulación | 1.024B | — | — | — | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
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| Free Cash Flow (FCF) | 1.609B | 1.310B | 1.127B | 989.678M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| FCF Margin | 29.8% | 27.2% | 28.5% | 32.4% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Adquisiciones (Business) | 1.264B | 382.268M | 310.257M | 239.030M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
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| Debt / Equity Ratio | 0.15x | 0.17x | 0.23x | 0.32x | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Effective Tax Rate | -1.8% | -26.9% | — | 30.5% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Rule of 40 | 54.1% | 48.9% | 57.9% | 68.7% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Crecimiento Ingresos LTM | 24.3% | 21.7% | 29.4% | 36.3% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Gross Margin | 75.2% | 74.7% | 75.0% | 75.2% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Operating Margin | -2.5% | -6.1% | -2.9% | -0.6% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| FCF Margin | 29.8% | 27.2% | 28.5% | 32.4% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| R&D / Revenue | 29.0% | 28.8% | 27.2% | 25.5% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| S&M / Revenue | 36.0% | 38.1% | 38.5% | 37.3% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| G&A / Revenue | 12.7% | 13.9% | 12.2% | 12.9% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| SBC / Revenue | 23.1% | 22.8% | 21.8% | 21.2% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Capex / Ingresos | 7.6% | 6.3% | 6.5% | 5.8% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| RPO / Revenue | 1.98x | 1.87x | 1.64x | 1.51x | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| ROE (avg equity) | 1.0% | -4.2% | -0.6% | 3.8% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| ROA (avg assets) | 0.4% | -1.6% | -0.2% | 1.2% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Interest Coverage | -4.99x | -10.47x | -4.42x | -0.74x | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Coste medio de la deuda | 3.6% | 3.8% | 3.5% | 3.5% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
Precio actual · USD
$218.40
P/E LTM
—
Precio / EPS LTM diluido
Margen Neto
0.8%
Benef. neto / Ingresos
Current Ratio
1.57x
Activo corriente / Pasivo corriente
Debt / Equity Ratio
0.15x
Deuda total / Patrimonio
Effective Tax Rate
-1.8%
Tax / Pretax income
Rule of 40
54.1%
Crecimiento LTM % + Margen FCF %
Crecimiento Ingresos LTM
24.3%
Crecimiento de ingresos LTM interanual
Gross Margin
75.2%
Gross profit / Ingresos