Comparable Company Analysis
Trading multiples and operating metrics across the universe. Snapshot: 2026-08-04.
5 companies
Custom set: DDOG, CRWD, PANW, ZS, NETclear ×
Sector
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NTM Growth %
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EV / NTM Rev (x)
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Mkt Cap ($B)
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Showing 5 of 5 companies
| Company | Mkt Cap ↓ | EV | EV / LTM Rev | EV / NTM Rev | EV / LTM EBITDA | EV / NTM EBITDA | NTM Growth | Gross Margin | EBITDA Margin | FCF Margin | Rule of 40 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Median | 31.7x | 21.1x | 511.2x | 111.9x | 46.0% | 75.0% | 6.2% | 31.5% | 74.6% | |||
| Mean | 32.5x | 22.4x | 607.1x | 108.4x | 45.5% | 75.4% | 8.8% | 32.1% | 77.7% | |||
| PANWPalo Alto Networks, Inc. | $293.73B | $292.69B | 31.7x | 21.1x | 150.8x | 49.2x | 50.2% | 71.9% | 21.5% | 46.6% | 96.8% | |
| CRWDCrowdStrike Holdings, Inc. | $213.08B | $209.35B | 43.5x | 31.7x | 1147.2x | 203.3x | 37.3% | 75.0% | 6.6% | 30.2% | 67.4% | |
| NETCloudflare, Inc. | $107.26B | $106.61B | 49.2x | 32.5x | 1007.6x | 111.9x | 51.1% | 73.3% | 5.9% | 16.4% | 67.5% | |
| DDOGDatadog, Inc. | $102.55B | $99.08B | 28.9x | 20.2x | 511.2x | 155.2x | 43.1% | 79.9% | 6.2% | 31.5% | 74.6% | |
| ZSZscaler, Inc. | $26.25B | $24.58B | 9.2x | 6.3x | 218.6x | 22.7x | 46.0% | 76.7% | 3.8% | 35.9% | 81.9% |