Crowdstrike Holdings Inc (CRWD) is overvalued and Microsoft Corp (MSFT) is slightly overvalued.
Both trade above our estimate of their intrinsic value. MSFT is the closer of the two: -6%, against -571% for CRWD.
Values as of the 22 Sept 2026 close.
A 6.2x revenue multiple, discounted for its losses, values the shares at $37.26; the price of $250.06 is 571% above that value.
Leak Score 53/100 on 7 of 12 signals
A 10.6x revenue multiple, adjusted for growth and margin, values the shares at $470.55; the price of $498.00 is 6% above that value.
Leak Score 65/100 on 10 of 12 signals
| Metric | CRWD | MSFT |
|---|---|---|
| Verdict | Overvalued | Slightly overvalued |
| Price | $250.06 | $498.00 |
| Intrinsic value | $37.26 | $470.55 |
| Margin of safety | -571% | -6% |
| Leak Score | 53/100 (7/12) | 65/100 (10/12) |
| Market cap | $256.0B | $3.70T |
| Revenue growth, 5 years | 40.6% | 14.6% |
| Operating margin | -1.2% | 46.8% |
| Net margin | 0.7% | 40.3% |
| Return on equity | 0.9% | 34.0% |
| Debt to equity | 0.16 | 0.29 |
| P/E | 7004.5x | 27.8x |
| Forward P/E | 156.4x | 21.2x |
| P/B | 50.2x | 8.4x |
| Dividend yield | — | 0.8% |