14
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
PANW Palo Alto Networks US$178.5413.4% undervalued intrinsic discount 6.4%7D -3.1%3M | ||||||
CRWD CrowdStrike Holdings US$448.138.5% undervalued intrinsic discount 5.7%7D -4.3%3M | ||||||
OKTA Okta US$75.9824.2% undervalued intrinsic discount 5.2%7D -16.8%3M | ||||||
TENB Tenable Holdings US$20.0233.4% undervalued intrinsic discount 3.5%7D -13.4%3M | ||||||
SAIL SailPoint US$11.9555.4% undervalued intrinsic discount 3.3%7D -33.1%3M | ||||||
FTNT Fortinet US$84.345.2% undervalued intrinsic discount 3.1%7D 1.5%3M | ||||||
NET Cloudflare US$207.0710.9% undervalued intrinsic discount 3.0%7D 9.4%3M | ||||||
S SentinelOne US$14.2423.3% undervalued intrinsic discount 1.6%7D -2.2%3M | ||||||
ZS Zscaler US$135.5041.2% undervalued intrinsic discount 0.6%7D -36.8%3M | ||||||
RBRK Rubrik US$52.2838.8% undervalued intrinsic discount -0.1%7D -23.5%3M | ||||||
CHKP Check Point Software Technologies US$134.6731.4% undervalued intrinsic discount -1.3%7D -27.1%3M | ||||||
CACI CACI International US$516.5427.2% undervalued intrinsic discount -2.0%7D -19.6%3M | ||||||
PLTR Palantir Technologies US$143.0922.9% undervalued intrinsic discount -2.3%7D -14.6%3M | ||||||
NTSK Netskope US$9.6364.7% undervalued intrinsic discount -2.4%7D -37.5%3M |
14
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
PANW Palo Alto Networks 6.4%7D -3.1%3M | US$178.54 13.4% undervalued intrinsic discount | PE 113x | E 21.3% | US$206.14 | ||
CRWD CrowdStrike Holdings 5.7%7D -4.3%3M | US$448.13 8.5% undervalued intrinsic discount | PS 23.7x | E 43.9% | US$491.14 | ||
OKTA Okta 5.2%7D -16.8%3M | US$75.98 24.2% undervalued intrinsic discount | PE 57.2x | E 18.3% | US$100.28 | ||
TENB Tenable Holdings 3.5%7D -13.4%3M | US$20.02 33.4% undervalued intrinsic discount | PS 2.3x | E 57.2% | US$29.05 | ||
SAIL SailPoint 3.3%7D -33.1%3M | US$11.95 55.4% undervalued intrinsic discount | PS 6.3x | E 26.8% | US$18.98 | ||
FTNT Fortinet 3.1%7D 1.5%3M | US$84.34 5.2% undervalued intrinsic discount | PE 33.7x | E 9.4% | US$89.00 | ||
NET Cloudflare 3.0%7D 9.4%3M | US$207.07 10.9% undervalued intrinsic discount | PS 33.6x | E 32.9% | US$231.85 | ||
S SentinelOne 1.6%7D -2.2%3M | US$14.24 23.3% undervalued intrinsic discount | PS 4.8x | E 36.0% | US$18.56 | ||
ZS Zscaler 0.6%7D -36.8%3M | US$135.50 41.2% undervalued intrinsic discount | PS 7.3x | E 49.8% | US$229.45 | ||
RBRK Rubrik -0.1%7D -23.5%3M | US$52.28 38.8% undervalued intrinsic discount | PS 8.2x | E 33.8% | US$85.40 | ||
CHKP Check Point Software Technologies -1.3%7D -27.1%3M | US$134.67 31.4% undervalued intrinsic discount | PE 13.5x | E -1.0% | US$196.30 | ||
CACI CACI International -2.0%7D -19.6%3M | US$516.54 27.2% undervalued intrinsic discount | PE 21.3x | E 10.3% | US$698.92 | ||
PLTR Palantir Technologies -2.3%7D -14.6%3M | US$143.09 22.9% undervalued intrinsic discount | PB 46.4x | E 30.9% | US$186.47 | ||
NTSK Netskope -2.4%7D -37.5%3M | US$9.63 64.7% undervalued intrinsic discount | PS 5.4x | E 26.4% | US$18.11 |