Valuation hub
Cybersecurity Stocks Valuation
Cybersecurity stocks valuation tracks endpoint, cloud-native, zero-trust, and identity platforms layered on top of cloud workloads. The group has historically traded at premium multiples for recurring revenue mix and net-retention durability, and assumption-level work matters when implied growth converges with peer cloud SaaS. TickerVal frames the hub around intrinsic value, DCF, reverse DCF implied growth, EV/EBITDA, P/FCF, and financial trends, so readers can compare consolidated platform leaders with pure-play challengers across the same model lens. The table summarizes available data and links each stock to its detail page for model assumptions and source-trace context.
Quick answer
What does cybersecurity valuation focus on?
TickerVal's cybersecurity stocks valuation hub compares 6 stocks through intrinsic value, DCF, reverse DCF implied growth, EV/EBITDA, P/FCF, valuation assumptions, and financial trends. It is designed to make assumptions visible for research reference, not to rank stocks or issue investment opinions.
Which stocks are covered?
cybersecurity stocks valuation, CRWD PANW ZS FTNT DCF
6 stocks currently have exported local valuation data.
How do the valuation metrics compare?
Rows use the existing static data export; symbols without complete snapshots are added after pipeline export.
| Stock | Price | Model median | Implied growth | EV/EBITDA | P/FCF | Price vs model median |
|---|---|---|---|---|---|---|
| CRWDCrowdStrike Holdings, Inc. | 455.64 USD | 189.46 USD | 28.0% | - | 87.1x | +141% |
| PANWPalo Alto Networks, Inc. | 181.08 USD | 19.94 USD | 15.1% | - | 34.5x | +808% |
| ZSZscaler, Inc. | 139.81 USD | - | - | - | - | - |
| FTNTFortinet, Inc. | 86.29 USD | 21.17 USD | 11.1% | - | 25.5x | +308% |
| OKTAOkta, Inc. | 83.90 USD | 33.92 USD | 6.3% | 90.2x | 17.2x | +147% |
| SSentinelOne, Inc. | 16.59 USD | 6.88 USD | 28.0% | - | 72.2x | +141% |
What does each stock page add?
Each note links back to a stock detail page with model assumptions, source-data coverage, and financial trend context.
CrowdStrike Holdings, Inc. (CRWD) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is -, free cash flow is 1B USD, and reverse DCF currently points to implied growth of 28.0%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Palo Alto Networks, Inc. (PANW) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 9B USD, free cash flow is 4B USD, and reverse DCF currently points to implied growth of 15.1%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Zscaler, Inc. (ZS) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 3B USD, free cash flow is 808M USD, and reverse DCF currently points to implied growth of -. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Fortinet, Inc. (FTNT) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 7B USD, free cash flow is 3B USD, and reverse DCF currently points to implied growth of 11.1%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Okta, Inc. (OKTA) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 3B USD, free cash flow is 875M USD, and reverse DCF currently points to implied growth of 6.3%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
SentinelOne, Inc. (S) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 1B USD, free cash flow is 76M USD, and reverse DCF currently points to implied growth of 28.0%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Frequently asked questions
What does cybersecurity valuation focus on?
The hub focuses on annual recurring revenue durability, net retention, free cash flow conversion, customer concentration, and reverse DCF implied growth at premium multiples.
How do consolidated platforms compare with pure-play challengers?
TickerVal shows the same model lens — DCF, reverse DCF, EV/EBITDA, P/FCF, and financial trends — across both, so readers can compare assumption gaps rather than narrative.
Is this hub a trading recommendation?
No. It is a neutral research reference and does not provide investment advice, ratings, price targets, or buy/sell recommendations.