Apr. 12 at 5:52 PM
Cybersecurity Valuations - Are the Premiums Justified?
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The cybersecurity sector has been hit hard lately, with multiples compressing across the board. But the leaders like
$CRWD (CrowdStrike) and
$PANW (Palo Alto Networks) are still holding their ground with a premium valuation. Here’s the breakdown:
$RBRK – 5.5x, down -35.3%
$CRWD – 16.2x, down -16.1%
$PANW – 10.3x, down -11.6%
$S – 3.1x, down -15.1%
$ZS – 5.0x, down -43.6%
FTNT – 7.5x, up +2.5%
OKTA – 3.1x, down -26.5%
The pressure is on across the sector, but CrowdStrike and Palo Alto continue to command high multiples despite the broader pullback. Will they keep outperforming, or is the market starting to reevaluate their lofty valuations?
Stay tuned for potential shifts in the sector, especially with market volatility looming.
