Infrastructure IndexLive
Cybersecurity
AI-native security platforms, zero trust, identity, and critical infrastructure protection companies.
1 Month
-8.5%
3 Month
+24.9%
1 Year
+7.3%
YTD
+19.8%
Cybersecurity Index
182.4+82.4%
Indexed to 100 · Jan 2024
Public Companies
Cybersecurity Comps
Live8 companies
Company | Price | Mkt Cap | EV | LTM Rev | Rev Gr. | Gross Mgn | EBITDA Mgn | EV/Rev | EV/EBITDA | 1M | 3M | 1Y | 52W High |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Palo Alto NetworksPANW | $330.65 | $122.8B | $119.6B | $8.6B | +14.2% | 74.4% | 30.0% | 13.9x | 46.4x | -14.6% | +18.3% | +24.8% | -16.5% |
CrowdStrikeCRWD | $206.74 | $88.4B | $87.2B | $3.8B | +29.4% | 78.2% | 19.9% | 22.8x | 115x | -6.8% | +19.6% | -4.8% | -10.5% |
FortinetFTNT | $156.07 | $62.4B | $61.8B | $5.7B | +10.2% | 77.4% | 30.0% | 10.8x | 35.9x | -3.0% | +7.6% | +22.4% | -9.7% |
ZscalerZS | $164.54 | $30.2B | $28.8B | $2.4B | +26.4% | 79.4% | 19.8% | 11.9x | 60.0x | -7.2% | +30.5% | +8.2% | -51.1% |
SentinelOneS | $19.75 | $22.4B | $20.8B | $840M | +32.4% | 75.8% | -21.4% | 24.8x | — | -11.4% | +33.8% | +18.4% | -17.2% |
OktaOKTA | $166.50 | $19.8B | $18.4B | $2.4B | +18.8% | 76.2% | 9.8% | 7.5x | 76.7x | +13.0% | +41.7% | -8.4% | -3.8% |
Tenable HoldingsTENB | $30.11 | $5.6B | $5.4B | $920M | +12.8% | 78.6% | 19.6% | 5.9x | 30.0x | -18.6% | +12.1% | +2.4% | -29.4% |
QualysQLYS | $150.28 | $3.6B | $3.2B | $570M | +10.4% | 80.2% | 42.1% | 5.6x | 13.3x | -19.7% | +35.6% | -4.8% | -23.3% |
Mkt Cap / EV — $BLTM Rev — last twelve months revenue, $BRev Gr. — year-over-yearEV/Rev · EV/EBITDA — valuation multiples on LTM1M · 3M · 1Y — total return periods52W High — % below 52-week high
Live Coverage
Cybersecurity Market PulseLive feed
- 01Anthropic discloses fourth AI hacking incident missed in earlier review - ReutersReuters· 2d ago
- 02Exclusive | Pentagon in Talks to Get Into AI Infrastructure Funding With a $5 Billion Loan - WSJWSJ· 1d ago
- 03Chinese Threat Requires a Broader Spying Mission, C.I.A. Deputy Director Says - The New York TimesThe New York Times· 3d ago
- 04Why Distillation Is a Growing Worry for US AI Companies - Bloomberg.comBloomberg.com· 2d ago
- 05Oracle Posts Higher Profit, Revenue on Continued Cloud Infrastructure Strength - WSJWSJ· 1d ago
Founders & Investors
Cybersecurity EpisodesLive feed
- 01Why This Cybersecurity Executive Left Corporate to Start Asimily and Secure Healthcare, Manufacturing, and Critical Infrastructure | An Asimily Brand Origin Story with Shankar Somasundaram, CEO and FounderThe ITSPmagazine Podcast· 35 min· Sep 17
- 02Why This Cybersecurity Executive Left Corporate to Start Asimily and Secure Healthcare, Manufacturing, and Critical Infrastructure | An Asimily Brand Origin Story with Shankar Somasundaram, CEO and FounderBrand Stories Podcasts· 35 min· Sep 17
- 03How to Maximize Investor Value for Founders, the Future of Cloud Infrastructure, and the Bull Case for Cybersecurity (Guru Chahal)The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified· 48 min· Sep 12
- 04Ken Bagnall, CEO & Founder of Silent Push: $22 Million Raised to Transform Threat Intelligence Through Adversary Infrastructure MonitoringCybersecurity Builders· 26 min· Feb 14
Methodology: Index performance is an equal-weighted basket of tracked companies, indexed to 100 at January 2024. Price and return figures refresh from live public market data roughly every minute; when the feed is unreachable, the last-known figures are shown instead. Fundamentals (revenue, margins, valuation multiples) reflect the most recent public filings. Not investment advice.