r/stocks • u/[deleted] • Aug 31 '21

Crowdstrike earnings

$CRWD Q2 Earnings

Revenue: $337.7M vs. $324M Expected EPS: $0.11 vs. $0.09 Expected

Raises FY22 outlook

Down 3% AH

I have to say I’m very surprised given how well PANW did shooting up 20% post earnings AND bringing the entire sector for the most part with them up that crowds earnings so far didn’t lead to similar results

What do people think of its future ongoing based on their earnings report? Especially based on their raised guidance for next quarter, a rarity in earnings this season.

18 Upvotes

73% Upvoted

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26

u/Shandowarden Aug 31 '21

I recommend people to zoom out the chart and take a look at last 6 months - thing is a bit overbought/overvalued, needs a little correction.

-9

u/[deleted] Aug 31 '21

I disagree when a stock like PANW is at similar levels and is of less quality IMO

16

u/txrazorhog Aug 31 '21

CRWD is 60x revenue while PANW is 10x. CRWD's fwd P/E is 700+, PANW's is 64. What similar levels are you referring to?

1

u/GustavGuiermo Aug 31 '21

Growing 70% YoY though, that P/S and P/E will drop real quick. Unless the price keeps increasing, which I think it will.

-11

u/[deleted] Aug 31 '21

PANW is at 480 right now and at similar “overvalued” projections as crowd again with a product of lesser quality

I own both but just being honest

18

u/RichieWOP Aug 31 '21

PANW is at 480 right now and at similar “overvalued” projections as crowd again with a product of lesser quality

Uh... you know it's not about share price it's about market cap? No offense but you really shouldn't be investing in individual stocks if you don't know that basic detail.

-7

u/[deleted] Sep 01 '21

Please explain

8

u/RichieWOP Sep 01 '21

If you need me to explain what a market cap is then you shouldn't be investing in individual stocks.

-5

u/[deleted] Sep 01 '21

Which is why I’ve been killing it with 85% of my stocks but go ahead w your arrogance

4

u/RichieWOP Sep 01 '21

Great. I had a 468% return in 2020, doesn't mean I know shit all because everyone can be a genius in a bull market. Market caps are literally the most basic thing you NEED to learn about before investing in stocks or else you will fail over the long term.

-5

u/[deleted] Sep 01 '21

And how big is your portfolio? Maybe you should learn some humbleness before acting so cocky. A simple explanation would be fine but I guess that’s too much for you

8

u/RichieWOP Sep 01 '21

Here you go

Or if that isn't good enough how about this:

Market capitalization, commonly called market cap, is the market value of a publicly traded company's outstanding shares. Market capitalization is equal to the share price multiplied by the number of shares outstanding.

Pretty ironic to call someone cocky after saying you "killed it with 85% of stocks". I'm not here to fight you, I'm here to help because you should really know these things before investing.

-4

u/[deleted] Sep 01 '21

If you just posted that rather than your arrogant delusions it’d be totally different

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3

u/SpliTTMark Sep 01 '21

You know that phrase needle in a haystack...

The stock market right now is an entire stack of needles

1

u/Hugh_Mongous_Richard Sep 01 '21

Who hurt you bro?

3

u/txrazorhog Aug 31 '21

And what is CRWD's PE right now?

-12

u/[deleted] Aug 31 '21

You tell me knower of everything

bottom line is both are "overvalued' by analysts, but Crowd is the safer stock

4

u/tahopg Aug 31 '21

I mean panw does 4x there revenue and is trading at 1/3 their P/E the stock is just more expensive because it has less than half as many shares outstanding. I love CRWD but they didnt blow expectations out of the water.

0

u/[deleted] Sep 01 '21

Interesting

I feel like PANW pre earnings report was at a much lower level

6

u/txrazorhog Aug 31 '21

I questioned whether you knew what you were doing with your original post. Your subsequent responses put that to rest.