Cybersecurity Market Review
2elXGia
2elXGia
You also want an ePaper? Increase the reach of your titles
YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.
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> (
Change language