Market ValuationMarket valuation looks rich on a variety of metrics, including a 58% premium to the estimated 'Rule of X' EV/NTM revenue multiple.
Stock ValuationWith the recent run in CRWD, up approximately 60% in the past 3 months, the enterprise value now exceeds $125B, leading shares to be considered overvalued.
Visibility And RenewalsThere is limited visibility into Customer Commitment Package renewals and Falcon Flex contract impacts on revenue recognition and margins.