Security (General)
Legacy catch-all for security companies pending re-tag into a specific sub-category.
NTM Growth %
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EV / NTM Rev (x)
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Mkt Cap ($B)
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Showing 12 of 12 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 | 7.7x | 6.1x | 74.1x | 19.4x | 31.6% | 76.9% | 8.1% | 28.5% | 53.6% | |||
| Mean | 12.2x | 9.0x | 216.3x | 52.9x | 28.5% | 76.4% | -1.1% | 25.2% | 53.7% | |||
| 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% | |
| ZSZscaler, Inc. | $26.25B | $24.58B | 9.2x | 6.3x | 218.6x | 22.7x | 46.0% | 76.7% | 3.8% | 35.9% | 81.9% | |
| OKTAOkta, Inc. | $24.52B | $22.34B | 7.7x | 6.7x | 62.9x | 11.6x | 14.9% | 77.4% | 12.0% | 30.9% | 45.8% | |
| RBRKRubrik, Inc. | $16.58B | $15.98B | 12.1x | 8.8x | — | — | 38.6% | 80.6% | -15.0% | 23.3% | 61.9% | |
| SSentinelOne, Inc. | $7.03B | $6.37B | 6.4x | 4.9x | — | 11.0x | 30.6% | 74.0% | -21.8% | 4.4% | 35.1% | |
| NTSKNetskope, Inc. Class A Common Stock | $5.60B | $5.24B | 7.4x | 5.4x | — | — | 37.9% | 69.3% | -89.6% | -8.2% | 29.7% | |
| QLYSQualys, Inc. | $5.56B | $5.14B | 7.7x | 6.8x | 19.7x | 14.2x | 12.8% | 83.2% | 38.9% | 43.4% | 56.2% | |
| VRNSVaronis Systems, Inc. | $4.94B | $4.80B | 7.7x | 5.9x | — | — | 31.5% | 77.1% | -16.7% | 19.6% | 51.0% | |
| TENBTenable Holdings, Inc. | $3.92B | $4.04B | 4.0x | 3.6x | 85.3x | 19.4x | 12.6% | 78.1% | 11.5% | 26.9% | 39.4% | |
| CLBTCellebrite DI Ltd. | $3.92B | $3.51B | 7.4x | 5.6x | 34.1x | 141.3x | 31.8% | 83.9% | 25.7% | 32.4% | 64.2% | |
| RPDRapid7, Inc. | $701M | $996M | 1.2x | 1.2x | 11.6x | 3.2x | -2.6% | 69.7% | 9.6% | 17.1% | 14.5% |