14
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
PLTR Palantir Technologies US$175.89n/aintrinsic discount 1.9%7D 28.8%3M The author hasn't set a fair value for PLTR | ||||||
CHKP Check Point Software Technologies US$130.50n/aintrinsic discount 2.7%7D -0.4%3M The author hasn't set a fair value for CHKP | ||||||
CACI CACI International US$636.50n/aintrinsic discount -2.0%7D 27.0%3M The author hasn't set a fair value for CACI | ||||||
PANW Palo Alto Networks US$350.90n/aintrinsic discount -6.6%7D 36.7%3M The author hasn't set a fair value for PANW | ||||||
TENB Tenable Holdings US$33.94n/aintrinsic discount -3.8%7D 31.4%3M The author hasn't set a fair value for TENB | ||||||
CRWD CrowdStrike Holdings US$190.68n/aintrinsic discount -10.9%7D 13.6%3M The author hasn't set a fair value for CRWD |
14
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
PLTR Palantir Technologies 1.9%7D 28.8%3M | US$175.89 n/aintrinsic discount | The author hasn't set a fair value for PLTR | PE 140.1x | E 32.9% | US$191.68 | |
CHKP Check Point Software Technologies 2.7%7D -0.4%3M | US$130.50 n/aintrinsic discount | The author hasn't set a fair value for CHKP | PE 12.7x | E -1.5% | US$146.32 | |
RBRK Rubrik -2.9%7D 43.5%3M | US$98.04 n/aintrinsic discount | The author hasn't set a fair value for RBRK | PS 14.2x | E 18.9% | US$105.63 | |
CACI CACI International -2.0%7D 27.0%3M | US$636.50 n/aintrinsic discount | The author hasn't set a fair value for CACI | PE 26.3x | E 10.5% | US$724.50 | |
FTNT Fortinet -3.8%7D 18.8%3M | US$151.99 n/aintrinsic discount | The author hasn't set a fair value for FTNT | PE 52.6x | E 12.7% | US$160.86 | |
ZS Zscaler -4.5%7D -4.6%3M | US$176.06 n/aintrinsic discount | The author hasn't set a fair value for ZS | PS 9x | E 46.7% | US$198.15 | |
SAIL SailPoint -2.5%7D 14.2%3M | US$18.13 n/aintrinsic discount | The author hasn't set a fair value for SAIL | PS 9.2x | E 13.0% | US$19.86 | |
PANW Palo Alto Networks -6.6%7D 36.7%3M | US$350.90 n/aintrinsic discount | The author hasn't set a fair value for PANW | PS 27x | E 24.6% | US$361.55 | |
TENB Tenable Holdings -3.8%7D 31.4%3M | US$33.94 n/aintrinsic discount | The author hasn't set a fair value for TENB | PS 3.6x | E 36.1% | US$35.35 | |
NET Cloudflare -8.7%7D 28.9%3M | US$280.35 n/aintrinsic discount | The author hasn't set a fair value for NET | PS 39.7x | E 48.1% | US$333.55 | |
S SentinelOne -4.6%7D 12.2%3M | US$20.82 n/aintrinsic discount | The author hasn't set a fair value for S | PS 6.8x | E 27.0% | US$21.71 | |
NTSK Netskope -7.9%7D 15.8%3M | US$14.04 n/aintrinsic discount | The author hasn't set a fair value for NTSK | PS 7.5x | E 24.3% | US$17.25 | |
OKTA Okta -8.6%7D 39.6%3M | US$130.97 n/aintrinsic discount | The author hasn't set a fair value for OKTA | PE 92.2x | E 19.0% | US$146.34 | |
CRWD CrowdStrike Holdings -10.9%7D 13.6%3M | US$190.68 n/aintrinsic discount | The author hasn't set a fair value for CRWD | PS 38.1x | E 44.5% | US$210.54 |