CrowdStrike Holdings, Inc. Class A Common Stock

During [$CRWD](https://twitter.com/search?q=%24CRWD&src=cashtag_click) investor event last week management laid out a clear path to 200% revenue growth by 2026

- 22 modules offered, up from 10 at IPO
- 14% market share and growing
- Only enterprise software company > $1B TTM rev w/30% FCF margin
- Only 1% penetrated federal market

Further, if we look out to 2025 based on expectations for 28% Rev per share CAGR and a PS ratio of 21 (down from 31 blended P/S today) annual RoR would be 16%


![](https://cdn.commonstock.com/a241780e5a4215564eb5ad65104d070ccaaeab179b76a3b3fd514786048a65f7-3352x2312.png)

Gosh I remember in my day 20x sales would get laughed out the room.

Reasonable Yield

https://twitter.com/search?q=%24CRWD&src=cashtag_click

My $CRWD trades

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