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Endpoint, network, identity and cloud security — the whole stack.
23 companies
Every company here put through the same five checks on growth and cash generation. A theme can be exciting and still be full of companies that do not make money — this is where that shows.
| PANW | Palo Alto Networks, Inc | A | $306.5B | $374.74 | 797.32 | $11.5B | 2.7% |
| OKTA | Okta, Inc. | A | $34.8B | $195.19 | 117.58 | $3.1B | 9.6% |
| CRWD | CrowdStrike Holdings, Inc. | A | $258.2B | $252.13 | 1,146.05 | $5.4B | 1.1% |
| FTNT | FORTINET, INC. | A+ | $127.3B | $173.46 | 61.29 | $7.5B | 28.2% |
| QLYS | Qualys, Inc. | A+ | $6B | $172.43 | 29.83 | $703M | 29.4% |
| RBRK | RUBRIK, INC. | A | $22.4B | $109.55 | — | $1.5B | -16.5% |
| ZS | Zscaler Inc | A | $31.5B | $193.05 | — | $3.4B | -1.9% |
| TENB | TENABLE HOLDINGS, INC. | A | $3.7B | $33.49 | 669.80 | $1B | 0.6% |
| VRNS | VARONIS SYSTEMS, INC. | B | $5.3B | $46.25 | — | $688.1M | -20.5% |
| SAIL | SailPoint, Inc. | A | $11.8B | $20.64 | — | $1.2B | -16.9% |
| S | SENTINELONE, INC | B | $7.6B | $22.38 | — | $1.1B | -31.0% |
| AKAM | Akamai Technologies, Inc | B | $16.4B | $113.94 | 41.13 | $4.3B | 9.5% |
| NTSK | Netskope, Inc. | C- | $7.1B | $17.67 | — | $802.6M | -91.8% |
| CVLT | Commvault Systems, Inc | A | $6B | $145.54 | 92.70 | $1.2B | 5.6% |
| GEN | Gen Digital Inc. | A+ | $12.9B | $21.62 | 12.64 | $5.1B | 20.7% |
| CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD. | A+ | $13.9B | $131.24 | 13.43 | $2.8B | 37.9% |
| ATEN | A10 Networks, Inc. | B+ | $1.9B | $25.73 | 43.61 | $310.2M | 13.9% |
| RDWR | RADWARE LTD. | B | $1.3B | $29.56 | 65.69 | $301.9M | 6.7% |
| RPD | RAPID7, INC. | C | $783.2M | $11.62 | 37.48 | $855.9M | 2.4% |
| OSPN | OneSpan Inc. | B+ | $656.3M | $17.81 | 10.06 | $246.4M | 27.8% |
| GRRR | Gorilla Technology Group Inc. | C- | $366.9M | $14.01 | — | $101.4M | -11.1% |
| TLS | TELOS CORPORATION | A | $301.9M | $4.04 | — | $193.7M | -8.1% |
| ARQQ | Arqit Quantum Inc. | D- | $124.5M | $24.60 | — | $1.1M | -4,715.4% |
Fundamentals from SEC filings, prices from the last market-data pass. Sort by any column; companies with no figure sort last either way.
A hand-picked list, not a screen — membership is editorial and reviewed occasionally rather than recalculated. Every figure beside a company is our own, from its SEC filings and the latest price we hold.