Aug. 10 at 4:45 PM
Is Cybersecurity the Next AI-Level Boom?
$PANW: MC
$296.6B | Trailing P/E 351.8x | Fwd P/E 92.8x | PEG 6.12
$CRWD : MC
$209.3B | Fwd P/E 164x | EV/EBITDA over 3,200x
$FTNT: MC
$117.8B | Trailing P/E ~59x | Massive 132% ROE
$RBRK: MC
$14.7B | TTM Rev
$1.42B (+48% YoY) | Still burning
$289M
Are they priced for perfection or is this just the beginning of a super-cycle?
The next sector deep-dive is dropping soon. Head to my profile to see the full watchlist.