We view CyberArk as a strong cybersecurity player, focusing on the identity slice of the overall security pie. The firm’s solutions, ranging from privileged access management to machine identity, are set up to secure identities across a client organization. With identity security emerging as a core piece of a broader shift to zero-trust security, we believe CyberArk has a long runway of growth ahead of it.
CyberArk’s strong PAM offering should allow the firm to consistently attract customers, before attempting to upsell/cross-sell them.
Large cybersecurity vendors have competing solutions that could affect CyberArk’s upselling motion/customer retention.
|
Metric
|
CYBR
|
QLYS
|
TENB
|
|---|---|---|---|
Price/Earnings (Normalized) | 101.29 | 21.44 | 36.48 |
Price/Book Value | 13.50 | 10.86 | 13.33 |
Price/Sales | 13.49 | 8.16 | 5.61 |
Price/Cash Flow | 73.14 | 19.48 | 38.15 |
|
Metric
|
CYBR
|
QLYS
|
TENB
|
|---|---|---|---|
Quick Ratio | 1.37 | 1.35 | 1.04 |
Current Ratio | 1.40 | 1.44 | 1.21 |
Interest Coverage | — | — | −1.49 |
|
Metric
|
CYBR
|
QLYS
|
TENB
|
|---|---|---|---|
Return on Assets (Normalized) | 6.05% | 27.56% | 8.17% |
Return on Equity (Normalized) | 15.27% | 61.43% | 36.60% |
Return on Invested Capital (Normalized) | 5.53% | 50.66% | 17.48% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
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Market Cap
|
|---|---|---|---|---|---|---|
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United States