Crowdstrike Holdings Inc (CRWD) is overvalued and Synopsys Inc (SNPS) is slightly overvalued.
Both trade above our estimate of their intrinsic value. SNPS is the closer of the two: -9%, 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 8.8x revenue multiple, adjusted for growth and margin, values the shares at $376.85; the price of $409.24 is 9% above that value.
Leak Score 33/100 on 10 of 12 signals
| Metric | CRWD | SNPS |
|---|---|---|
| Verdict | Overvalued | Slightly overvalued |
| Price | $250.06 | $409.24 |
| Intrinsic value | $37.26 | $376.85 |
| Margin of safety | -571% | -9% |
| Leak Score | 53/100 (7/12) | 33/100 (10/12) |
| Market cap | $256.0B | $78.4B |
| Revenue growth, 5 years | 40.6% | 13.9% |
| Operating margin | -1.2% | 12.1% |
| Net margin | 0.7% | 11.4% |
| Return on equity | 0.9% | 3.7% |
| Debt to equity | 0.16 | 0.35 |
| P/E | 7004.5x | 72.3x |
| Forward P/E | 156.4x | 23.2x |
| P/B | 50.2x | 2.5x |