11/27/2024, 04:57 PM UTC
CrowdStrike Q3收益：明显是领导者，但代价高昂CrowdStrike Q3 Earnings: Clearly The Leader, But At A Heavy Price
1. CrowdStrike的强劲增长和韧性引人注目，但在57倍前瞻性自由现金流下，风险回报平衡过于紧张。2. 尽管保留率高、基本面稳健，但利润率压力和全球故障问题构成风险。3. 分析师对2026财年收入的增长预期似乎较为保守，需要完美的执行来证明当前的估值。4. 作者更倾向于SentinelOne而非CrowdStrike，因为后者估值高且面临增长挑战。1. CrowdStrike's strong growth and resilience are notable, but the risk-reward balance is too tight at a 57x forward free cash flow. 2. Despite high retention rates and solid fundamentals, margin pressures and global outage issues pose risks. 3. Analysts' revenue growth expectations for fiscal 2026 seem conservative, requiring flawless execution to justify the current valuation. 4. The author prefers SentinelOne over CrowdStrike due to the latter's high valuation and potential growth challenges.
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