ZS - CrowdStrike: The Party Rolls On

• Kaseya, Colonial Pipeline and SolarWinds are three of the high-profile ransomware and cybercrime attacks that have impacted thousands of companies and millions of individuals.
• Growth in both ransomware attacks and general cybercrime is only expected to grow significantly with little signs of stopping.
• CRWD has emerged as a leader with its best-in-class, highly scalable modular Falcon product lineup.
• 6 key factors highlight CRWD's tremendous growth ability and support continuous growth as the industry finds favorable tailwinds.
• A premium valuation at 43x forward EV/revenues is justified against peers from annual revenue growth rate and FCF generation.

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