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[posting]60818657[/posting]Ich hab' mal bei Seeking Alpha nach Meinungen gesucht und finde im Wesentlichen mein Bauchgefühl bestätigt: Beeindruckendes Wachtum; aber haltbar? Reichlich (bestehende und aufkommende) Konkurrenz. https://seekingalpha.com/article/4270117-crowdstrike-secure-… Zitat: I like the growth and leverage on the bottom line, yet a >30 times sales multiple is far too steep to consider. The leader in this space is of course Palo Alto Networks (PANW). This company has an enterprise valuation of about $17 billion, is posting sales at a run rate of about $3 billion a year, for a sales multiple at less than 6 times. https://seekingalpha.com/article/4270198-crowdstrike-ipo-buy… Zitat:If clients appreciate the lack of vulnerability scanners, other software companies will soon offer a similar system. As a result, the valuation of CRWD may soon look like that of Carbon Black, Inc., Symantec Corporation, or McAfee, Inc. https://seekingalpha.com/article/4270264-fiverr-crowdstrike-… Zitat:How is one twin different from another? Trick question, they aren't Fiverr (NYSE:FVRR) shot up 90% yesterday, and of course, CrowdStrike (NASDAQ:CRWD) raised $612 million in one of the biggest IPO offerings ever for a cybersecurity company. CRWD shot up 90% as well. We have existing public doppelganger companies, Upwork (NASDAQ:UPWK) went public in October, soared as well, and now fell back to its IPO price. CRWD arguably has more sibs, like Zscaler (NASDAQ:ZS), Proofpoint (NASDAQ:PFPT), Fortinet (NASDAQ:FTNT), CyberArk (NASDAQ:CYBR), and the list goes on. Sicherlich mit Risiken verbunden und kein No-Brainer vom Geschäftsmodell her. |
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| aus der Diskussion: | crowdstrike - cybersecurity |
| Autor (Datum des Eintrages): | linkshaender (16.06.19 19:40:13) |
| Beitrag: | 7 von 11 (ID:60818816) |
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