Cybersecurity Market Review
2dxNAQC
2dxNAQC
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Public Company Analysis: Trading Metrics<br />
High Growth & Low Growth <strong>Cybersecurity</strong>. <br />
Company Name<br />
Stock Price<br />
LTM Price<br />
Performance<br />
<strong>Market</strong> Cap<br />
($M)<br />
Enterprise<br />
Value ($M)<br />
2015-16E<br />
Revenue<br />
Growth<br />
2016E-17E<br />
Revenue<br />
Growth<br />
EV / Revenue EV / EBITDA P / E<br />
CY2016 CY2017 CY2016 CY2017 CY2016 CY2017<br />
High Growth <strong>Cybersecurity</strong> (>20% CAGR)<br />
Palo Alto Networks 159.33 (7.2%) 14,475 13,698 37.9% 32.0% 8.6x 6.5x 40.9x 26.8x 76.7x 48.4x<br />
Splunk 58.68 4.9% 7,895 6,874 36.8% 28.2% 7.5x 5.9x NM 52.6x NM NM<br />
Fortinet 36.93 (14.2%) 6,377 5,393 26.7% 18.9% 4.2x 3.5x 23.3x 18.5x 52.8x 42.2x<br />
Proofpoint 74.85 23.2% 3,146 3,090 36.8% 29.0% 8.5x 6.6x NM 70.5x NM NM<br />
CyberArk 49.57 (3.1%) 1,664 1,427 32.2% 22.5% 6.7x 5.5x 26.0x 21.4x 46.5x 38.6x<br />
Qualys 38.19 29.0% 1,351 1,137 20.6% 18.7% 5.7x 4.8x 17.7x 14.6x 48.5x 41.4x<br />
Mimecast* 19.13 91.3% 1,042 939 21.2% 22.6% 5.7x 4.7x NM 65.9x NM NM<br />
Secureworks* 12.51 (10.6%) 1,009 896 25.3% 19.5% 2.1x 1.8x NM NM NM NM<br />
Rapid7 17.65 (20.7%) 742 658 40.1% 26.6% 4.2x 3.4x NM NM NM NM<br />
Mean 30.8% 24.2% 5.9x 4.7x 27.0x 38.6x 56.1x 42.6x<br />
Median 32.2% 22.6% 5.7x 4.8x 24.7x 26.8x 50.6x 41.8x<br />
Low Growth <strong>Cybersecurity</strong> (
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