Portfolio & Growth Assumptions
CrowdStrike
CRWD
Palo Alto Networks
PANW
Peer Software Index
PEERS
Note: Total weights normalize automatically to 100% in calculations. Model evaluates 3-year compound revenue growth and valuation expansion against the historical sector feat target multiplier (2.5x).
Projected Sector Trajectory & Milestones
Model Ready
Projected Index Price
$486.20
Base: $200.50
Total Return (3Y)
+142.6%
CAGR: 34.4%
Feat Milestone Status
REACHED
2.42x of baseline
Constituents
3
Normalized 100%
| Asset | Norm. Weight | 3Y ARR Growth | Valuation Mult | Projected Value | Return Contribution |
|---|