- CrowdStrike is firing on all cylinders and expects to register 61% sales growth in fiscal 2022. The extraordinary growth should place the company on the watchlist of all growth investors.
- Revenue growth is rapidly decelerating and is expected to converge toward that of other leading IT security firms into 2024.
- At an incredible 46x expected 2022 sales, CrowdStrike is valued at over 4x the sales multiple of other leading IT security companies. Growth rate convergence precedes valuation multiple convergence.
- Recent analyst reports highlight the potential for intensifying competition and pricing pressure which are likely to accelerate the growth and valuation convergence.
- CrowdStrike shares offer an extraordinarily negative risk/reward asymmetry. The market has priced in perfection for the foreseeable future leaving excessive risk with minimal reward potential for new investors.
For further details see:
CrowdStrike Stock Is All Risk, No Reward