Sep. 13 at 2:41 AM
$CRWD Why is CRWD likely selling off ?
CRWD's valuation is priced for perfection, leaving little room for error.
As rates and risk rise, money is flowing into growth stock names-like SentinelOne(S)- with 20%+ revenue growth, zero debt , over
$1B in cash when you include their Anthropic stake, and that trade for extremely low P/S multiples.
Forward Price/Sales Multiple
CRWD 35
S 5.7
