Stock Analysis on Net

CrowdStrike Holdings Inc. (NASDAQ:CRWD)

$24.99

Common-Size Balance Sheet: Assets
Quarterly Data

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CrowdStrike Holdings Inc., common-size consolidated balance sheet: assets (quarterly data)

Microsoft Excel
Jan 31, 2026 Oct 31, 2025 Jul 31, 2025 Apr 30, 2025 Jan 31, 2025 Oct 31, 2024 Jul 31, 2024 Apr 30, 2024 Jan 31, 2024 Oct 31, 2023 Jul 31, 2023 Apr 30, 2023 Jan 31, 2023 Oct 31, 2022 Jul 31, 2022 Apr 30, 2022 Jan 31, 2022 Oct 31, 2021 Jul 31, 2021 Apr 30, 2021 Jan 31, 2021 Oct 31, 2020 Jul 31, 2020 Apr 30, 2020
Cash and cash equivalents
Short-term investments
Accounts receivable, net of allowance for credit losses
Deferred contract acquisition costs, current
Prepaid expenses and other current assets
Current assets
Strategic investments
Property and equipment, net
Operating lease right-of-use assets
Deferred contract acquisition costs, noncurrent
Goodwill
Intangible assets, net
Other long-term assets
Long-term assets
Total assets

Based on: 10-K (reporting date: 2026-01-31), 10-Q (reporting date: 2025-10-31), 10-Q (reporting date: 2025-07-31), 10-Q (reporting date: 2025-04-30), 10-K (reporting date: 2025-01-31), 10-Q (reporting date: 2024-10-31), 10-Q (reporting date: 2024-07-31), 10-Q (reporting date: 2024-04-30), 10-K (reporting date: 2024-01-31), 10-Q (reporting date: 2023-10-31), 10-Q (reporting date: 2023-07-31), 10-Q (reporting date: 2023-04-30), 10-K (reporting date: 2023-01-31), 10-Q (reporting date: 2022-10-31), 10-Q (reporting date: 2022-07-31), 10-Q (reporting date: 2022-04-30), 10-K (reporting date: 2022-01-31), 10-Q (reporting date: 2021-10-31), 10-Q (reporting date: 2021-07-31), 10-Q (reporting date: 2021-04-30), 10-K (reporting date: 2021-01-31), 10-Q (reporting date: 2020-10-31), 10-Q (reporting date: 2020-07-31), 10-Q (reporting date: 2020-04-30).


The composition of assets for the analyzed entity exhibits several notable shifts over the observed period. Current assets consistently represent a significant portion of the total asset base, generally fluctuating between approximately 70% and 83%. Long-term assets comprise the remaining portion, typically ranging from 17% to 34%. Within these broad categories, specific asset items demonstrate distinct trends.

Cash and Cash Equivalents
Cash and cash equivalents initially represent a substantial portion of current assets, peaking at 70.21% in January 2021. However, a general downward trend is observed, decreasing to 47.17% by January 2026. This suggests a potential shift in capital allocation strategies, with the entity deploying cash into other asset classes.
Accounts Receivable
Accounts receivable, net of allowance for credit losses, demonstrates an increasing trend from April 2020 through October 2022, rising from 9.49% to 10.86%. Following this peak, the percentage fluctuates, reaching 12.97% in January 2025 before decreasing slightly to 12.28% in January 2026. This indicates a potential increase in credit sales or a lengthening of the collection cycle.
Deferred Contract Acquisition Costs
Both current and non-current deferred contract acquisition costs show a consistent and significant presence on the balance sheet. The non-current portion exhibits a more pronounced upward trend, increasing from 4.60% in April 2020 to 5.91% in January 2026. This suggests a growing investment in acquiring future revenue streams.
Goodwill and Intangible Assets
Goodwill initially represents a small percentage of total assets, but experiences a substantial increase, peaking at 13.00% in April 2021. Subsequently, it declines to 12.30% by January 2026. Intangible assets follow a similar pattern, growing from a minimal percentage to 1.45% in January 2026. These trends likely reflect acquisitions and subsequent amortization or impairment.
Strategic Investments
Strategic investments show a generally increasing trend, rising from 0.07% in April 2020 to 0.83% in January 2026. This indicates a growing allocation of capital towards strategic initiatives and potential growth opportunities.
Property and Equipment
The percentage of property and equipment, net, generally increases over the period, from 9.15% in April 2020 to 9.36% in January 2026. While not a dramatic shift, it suggests a moderate investment in fixed assets.

Overall, the asset composition demonstrates a dynamic allocation of resources. The decline in cash holdings, coupled with the growth in deferred contract acquisition costs, goodwill, intangible assets, and strategic investments, suggests a strategic shift towards growth initiatives and long-term investments. The increasing accounts receivable balance warrants monitoring to ensure efficient collection processes are maintained.