14
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
CHKP Check Point Software Technologies US$130.55n/aintrinsic discount 2.8%7D -0.4%3M The author hasn't set a fair value for CHKP | ||||||
PLTR Palantir Technologies US$179.94n/aintrinsic discount 4.3%7D 31.7%3M The author hasn't set a fair value for PLTR | ||||||
CACI CACI International US$647.39n/aintrinsic discount -0.3%7D 29.2%3M The author hasn't set a fair value for CACI | ||||||
TENB Tenable Holdings US$34.38n/aintrinsic discount -2.6%7D 33.2%3M The author hasn't set a fair value for TENB | ||||||
PANW Palo Alto Networks US$357.87n/aintrinsic discount -4.8%7D 39.4%3M The author hasn't set a fair value for PANW | ||||||
CRWD CrowdStrike Holdings US$191.95n/aintrinsic discount -10.3%7D 14.3%3M The author hasn't set a fair value for CRWD |
14
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
CHKP Check Point Software Technologies 2.8%7D -0.4%3M | US$130.55 n/aintrinsic discount | The author hasn't set a fair value for CHKP | PE 12.7x | E -1.5% | US$146.32 | |
PLTR Palantir Technologies 4.3%7D 31.7%3M | US$179.94 n/aintrinsic discount | The author hasn't set a fair value for PLTR | PE 143.3x | E 32.9% | US$191.68 | |
CACI CACI International -0.3%7D 29.2%3M | US$647.39 n/aintrinsic discount | The author hasn't set a fair value for CACI | PE 26.7x | E 10.5% | US$724.50 | |
FTNT Fortinet -1.5%7D 14.6%3M | US$153.51 n/aintrinsic discount | The author hasn't set a fair value for FTNT | PE 53.1x | E 12.7% | US$160.86 | |
RBRK Rubrik -0.9%7D 46.5%3M | US$100.09 n/aintrinsic discount | The author hasn't set a fair value for RBRK | PS 14.5x | E 19.0% | US$103.07 | |
SAIL SailPoint 0.3%7D 17.5%3M | US$18.64 n/aintrinsic discount | The author hasn't set a fair value for SAIL | PS 9.4x | E 13.0% | US$19.86 | |
S SentinelOne -2.9%7D 14.2%3M | US$21.19 n/aintrinsic discount | The author hasn't set a fair value for S | PS 6.9x | E 27.0% | US$21.52 | |
TENB Tenable Holdings -2.6%7D 33.2%3M | US$34.38 n/aintrinsic discount | The author hasn't set a fair value for TENB | PS 3.6x | E 36.1% | US$35.35 | |
NET Cloudflare -4.5%7D 34.8%3M | US$293.14 n/aintrinsic discount | The author hasn't set a fair value for NET | PS 41.5x | E 48.1% | US$333.55 | |
ZS Zscaler -1.5%7D -1.5%3M | US$181.75 n/aintrinsic discount | The author hasn't set a fair value for ZS | PS 9.3x | E 46.7% | US$198.15 | |
PANW Palo Alto Networks -4.8%7D 39.4%3M | US$357.87 n/aintrinsic discount | The author hasn't set a fair value for PANW | PS 27.5x | E 24.6% | US$360.35 | |
NTSK Netskope -4.9%7D 19.7%3M | US$14.51 n/aintrinsic discount | The author hasn't set a fair value for NTSK | PS 7.8x | E 24.3% | US$17.25 | |
OKTA Okta -5.7%7D 44.1%3M | US$135.14 n/aintrinsic discount | The author hasn't set a fair value for OKTA | PE 95.1x | E 19.0% | US$146.23 | |
CRWD CrowdStrike Holdings -10.3%7D 14.3%3M | US$191.95 n/aintrinsic discount | The author hasn't set a fair value for CRWD | PS 38.4x | E 44.5% | US$209.74 |