Open contest
20 companies value 743 bn revenue 42 bn margin 8.4% free cash flow 13 bn avg. score 3.7
PANW holds 38.2% of the group's value, 1.2x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | PANW | Palo Alto Networks United States · score 6.2 | 38% | 284 bn | 11 bn | 2.7% | 4.1 bn | 1.4% | — | Cybersecurity for networks, cloud and security operations · World's largest cybersecurity company by revenue | |
| 2 | CRWD | CrowdStrike United States · score 5.2 | 32% | 234 bn | 5.4 bn | 0.8% | 1.6 bn | 0.7% | — | Cloud-based endpoint cybersecurity · Leader in cloud endpoint protection; the most modern cloud-native platform | |
| 3 | FTNT | Fortinet United States · score 7.0 | 17% | 126 bn | 7.5 bn | 28.2% | 3.2 bn | 2.5% | — | Firewalls and converged network security · Highest operating margin in the sector; strong in secure networking | |
| 4 | ZS | Zscaler United States · score 2.3 | 5% | 35 bn | 3.4 bn | -1.9% | 0.8 bn | 2.5% | — | Zero-trust cloud access security · Leader in cloud secure access (SASE/zero trust) | |
| 5 | CHKP | Check Point Software Israel · score 7.1 | 2% | 15 bn | 2.7 bn | 38.8% | 1.2 bn | 8.0% | — | Network and cloud cybersecurity, from Israel · Firewall veteran; the most profitable and cheapest in the sector | |
| 6 | GEN | Gen Digital United States · score 7.1 | 2% | 14 bn | 5.1 bn | 20.7% | 1.6 bn | 10.9% | 2.2% | Consumer digital security: Norton, Avast and LifeLock · Norton, Avast and LifeLock: security for consumers | |
| 7 | NTSK | Netskope Inc United States · score 0.0 | 1% | 7.9 bn | 0.8 bn | -91.8% | -0.1 bn | -0.9% | — | Cloud security and network access for enterprises · California — revenue of $803m | |
| 8 | S | SentinelOne United States · score 2.4 | 1% | 7.6 bn | 1.1 bn | -31.0% | 0.1 bn | 0.7% | — | AI-driven endpoint cybersecurity · AI-driven endpoint protection; the main alternative to CrowdStrike | |
| 9 | QLYS | Qualys United States · score 6.6 | 1% | 6.6 bn | 0.7 bn | 29.4% | 0.3 bn | 4.8% | — | Cloud vulnerability management and compliance · Cloud compliance and vulnerability-scanning platform, very profitable | |
| 10 | VRNS | Varonis Systems United States · score 2.7 | 1% | 5.6 bn | 0.7 bn | -20.5% | 0.1 bn | 2.2% | — | Enterprise data security and governance · Specialized in protecting sensitive corporate data | |
| 11 | TENB | Tenable Holdings United States · score 5.0 | 1% | 4.3 bn | 1.0 bn | 0.6% | 0.3 bn | 6.2% | — | Vulnerability and cyber exposure management · Leader in vulnerability and exposure management | |
| 12 | RDWR | RADWARE LTD Israel · score 5.4 | 0% | 1.2 bn | 0.3 bn | 6.7% | 0.0 bn | 3.4% | — | Cybersecurity and application delivery, from Israel · Israel — revenue of $302m | |
| 13 | RPD | Rapid7, Inc. United States · score 5.0 | 0% | 0.9 bn | 0.9 bn | 2.4% | 0.1 bn | 16.3% | — | Cybersecurity operations software and services · Massachusetts — revenue of $856m | |
| 14 | NABL | N-able, Inc. United States · score 3.7 | 0% | 0.9 bn | 0.5 bn | -1.3% | 0.1 bn | 8.2% | — | Cybersecurity for businesses · Delaware — revenue of $531m | |
| 15 | OSPN | OneSpan Inc. United States · score 6.9 | 0% | 0.6 bn | 0.3 bn | 27.8% | 0.0 bn | 6.2% | 2.9% | Cybersecurity and digital signatures · Massachusetts — revenue of $246m | |
| 16 | ARQQ | Arqit Quantum Inc. United Kingdom · score 0.0 | 0% | 0.2 bn | 0.0 bn | -45x | -0.0 bn | -17.5% | — | Quantum-safe symmetric encryption · United Kingdom — revenue of $1m | |
| 17 | CISO | CISO Global, Inc. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -11.7% | 0.0 bn | -45.9% | — | Enterprise cybersecurity with its own software · Arizona — revenue of $25m | |
| 18 | INTZ | INTRUSION INC United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -157.8% | -0.0 bn | -60.6% | — | Network cybersecurity, from Texas · Texas — revenue of $7m | |
| 19 | CYCU | Cycurion, Inc. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -98.0% | -0.0 bn | -177.6% | — | AI-driven cybersecurity and IT · Virginia — revenue of $14m | |
| 20 | HUBC | Hub Cyber Security Ltd. Israel · score 1.4 | — | — | 0.0 bn | — | -0.0 bn | — | — | Cybersecurity and data protection, from Israel · Israel — revenue of $32m |
Other industries in the same sector
- Sector overview
- AI semiconductors and processors 9 companies
- Hardware and devices 18 companies
- Infrastructure and cloud software 5 companies
- Semiconductor foundries 4 companies
- Memory 4 companies
- Semiconductor equipment 13 companies
- Networking equipment 30 companies
- Enterprise software (SaaS) 38 companies
- Data and analytics 25 companies
- Analog and industrial semiconductors 19 companies
- IT services and consulting 46 companies
- Data storage 6 companies
and 31 industries more
- Electronic components and connectors 27 companies
- Connectivity and networking chips 6 companies
- Semiconductor IP 7 companies
- Design and engineering software 7 companies
- E-commerce platforms 9 companies
- RF and mobile chips 8 companies
- Chip testing and packaging 13 companies
- Measurement and test instruments 30 companies
- Internet infrastructure and CDN 9 companies
- Vertical software 36 companies
- Optics and photonics 14 companies
- Creative and document software 9 companies
- Electronics contract manufacturing 10 companies
- Digital advertising (adtech) 37 companies
- AI servers 5 companies
- Power semiconductors 8 companies
- Government and finance software 18 companies
- GPU cloud (neoclouds) 20 companies
- Communication and collaboration 14 companies
- HR and finance software 12 companies
- Identity and access management 10 companies
- Databases and developer tools 4 companies
- Quantum computing 9 companies
- Backup and data protection 3 companies
- Marketing software 13 companies
- Logistics software 8 companies
- Programmable chips 3 companies
- Game engines and tools 2 companies
- ATMs and retail automation 9 companies
- Printing and office equipment 7 companies
- Industrial robotics 1 company
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.