I’m very bullish on the cyber security sector at large and consider Crowdstrike to be a “blue chip” of the industry but with their current P/E and forward P/E it looks like anything short of 30%+ YoY growth will send the stock crashing and burning.
Just wondering if anyone with a more intimate knowledge of the sector feels we’re approaching saturation. With a market cap below 100B it feels like a good entry, though.
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