Cybersecurity & Observability
15 tickers
| Revenue ($B) | EBITDA ($B) | uFCF ($B) | Net Inc ($B) | Rev Gr (%) | EBITDA Mar (%) | uFCF Mar (%) | EV/Rev (x) | EV/EBITDA (x) | EV/uFCF (x) | P/E (x) | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Palo Alto Networks Inc | 259.66 | ▲2.7 | 177.5 | 173.4 | 12.3 | 14.4 | 5.3 | 6.2 | 5.1 | 6.0 | 2.8 | 2.7 | 16.9 | 17.3 | 43.0 | 43.0 | 42.0 | 42.0 | 14.2 | 12.1 | 32.9 | 28.1 | 33.7 | 28.7 | 68.1 | 61.0 |
| CrowdStrike Holdings Inc | 662.45 | ▲2.2 | 170.7 | 166.3 | 5.8 | 7.1 | 0.9 | 1.1 | 0.4 | 0.6 | 1.1 | 1.7 | 20.8 | 21.7 | 14.8 | 15.6 | 7.0 | 7.9 | 28.6 | 23.5 | 193.3 | 150.6 | 405.7 | 299.2 | 136.0 | 109.5 |
| Fortinet Inc | 133.48 | ▲3.1 | 97.6 | 94.8 | 7.8 | 8.6 | 4.1 | 4.5 | 3.7 | 4.1 | 2.3 | 2.3 | 9.8 | 10.6 | 52.6 | 52.6 | 47.4 | 47.4 | 12.1 | 11.0 | 23.1 | 20.9 | 25.6 | 23.2 | 42.4 | 39.0 |
| Datadog Inc | 222.43 | ▲2.0 | 79.3 | 75.8 | 4.3 | 5.2 | 0.6 | 0.7 | 0.5 | 0.6 | 0.9 | 1.0 | 18.1 | 20.6 | 13.0 | 13.0 | 12.1 | 12.1 | 17.5 | 14.5 | 134.2 | 111.2 | 144.4 | 119.7 | 91.9 | 78.7 |
| Cloudflare Inc | 214.60 | ▲0.9 | 76.2 | 75.6 | 2.8 | 3.6 | 1.0 | 1.3 | 0.6 | 0.8 | 0.4 | 0.6 | 20.7 | 27.4 | 35.6 | 35.6 | 21.7 | 21.7 | 26.9 | 21.1 | 75.6 | 59.3 | 124.0 | 97.4 | 179.3 | 140.5 |
| Zscaler Inc | 180.98 | ▲5.8 | 28.8 | 27.1 | 3.6 | 4.3 | 1.0 | 1.2 | 0.8 | 0.9 | 0.7 | 0.4 | 14.6 | 19.0 | 27.7 | 27.7 | 22.1 | 22.1 | 7.6 | 6.3 | 27.2 | 22.9 | 34.2 | 28.8 | 42.6 | 36.4 |
| F5 Inc | 389.59 | ▲1.5 | 22.1 | 20.9 | 3.4 | 3.5 | 1.3 | 1.4 | 1.3 | 1.3 | 1.0 | 1.0 | 3.4 | 3.8 | 39.9 | 39.9 | 38.2 | 38.2 | 6.2 | 6.0 | 15.6 | 15.1 | 16.3 | 15.7 | 23.3 | 22.1 |
| Akamai Technologies Inc | 146.99 | ▲0.5 | 21.5 | 26.4 | 4.5 | 5.0 | 1.5 | 1.7 | 0.7 | 0.7 | 1.0 | 1.0 | 5.4 | 10.2 | 34.0 | 34.0 | 14.9 | 14.9 | 5.9 | 5.3 | 17.3 | 15.7 | 39.4 | 35.7 | 21.9 | 20.6 |
| Okta Inc | 90.99 | ▲1.7 | 15.3 | 13.2 | 3.2 | 3.5 | 1.6 | 1.9 | 1.6 | 1.8 | 0.6 | 0.8 | 8.3 | 9.4 | 50.3 | 53.6 | 49.9 | 53.1 | 4.2 | 3.8 | 8.3 | 7.1 | 8.4 | 7.2 | 24.0 | 21.7 |
| Rubrik Inc | 66.40 | ▲2.5 | 13.5 | 13.0 | 1.6 | 1.9 | (0.6) | (0.8) | (0.6) | (0.8) | 0.0 | 0.1 | 20.3 | 22.6 | (39.0) | (40.1) | (40.1) | (41.3) | 8.2 | 6.7 | (21.0) | (16.6) | (20.4) | (16.2) | 374.6 | 123.2 |
| Dynatrace Inc | 40.94 | ▲4.6 | 11.8 | 10.8 | 2.3 | 2.6 | 0.3 | 0.4 | 0.3 | 0.3 | 0.5 | 0.6 | 11.5 | 14.8 | 14.0 | 13.6 | 12.4 | 12.0 | 4.8 | 4.2 | 34.2 | 30.7 | 38.6 | 34.8 | 21.0 | 18.8 |
| SailPoint Inc | 15.79 | ▲5.2 | 9.0 | 8.7 | 1.3 | 1.5 | (0.1) | — | (0.1) | — | (0.3) | — | 16.7 | 18.3 | (7.2) | — | (9.0) | — | 6.9 | 5.9 | (95.6) | — | (77.0) | — | 49.6 | 41.4 |
| SentinelOne Inc | 18.63 | ▲2.8 | 6.3 | 5.6 | 1.2 | 1.4 | 0.4 | 0.6 | 0.4 | 0.6 | 0.1 | 0.1 | 18.3 | 17.9 | 36.8 | 41.6 | 35.0 | 39.8 | 4.8 | 4.0 | 12.9 | 9.7 | 13.6 | 10.2 | 54.8 | 39.6 |
| Netskope Inc | 11.66 | ▲0.7 | 4.7 | 4.3 | 0.9 | 1.1 | (0.6) | (0.7) | (0.6) | (0.7) | (0.4) | (0.1) | 21.5 | 22.3 | (66.5) | (64.9) | (69.7) | (68.1) | 5.0 | 4.1 | (7.5) | (6.3) | (7.2) | (6.0) | (67.6) | 2678.9 |
| Varonis Systems Inc | 30.84 | ▲0.6 | 3.6 | 3.4 | 0.7 | 0.9 | (0.1) | (0.1) | (0.1) | (0.1) | 0.0 | 0.1 | 11.3 | 18.2 | (10.1) | (10.1) | (12.4) | (12.4) | 4.6 | 3.9 | (45.3) | (38.3) | (37.0) | (31.3) | 257.8 | 78.8 |