THEME RANKINGS

Cybersecurity Ranking - Theme-level quality and growth rankings refreshed by Datafin.
Official Theme RankingPublished

Cybersecurity Ranking

Ranks companies inside the Cybersecurity theme by quality, growth and cash-generation signals.

Open live tool
Theme universe
46
Visible candidates
15
Model type
Quality ranking
Generated: Oct 25, 2026, 04:31 AM
Data as of: 2026-09-23
Theme Rankings· 6 analyses

Theme-level quality and growth rankings refreshed by Datafin.

Theme Leader Matrix

Theme leaders are tracked by growth, profitability and cash generation.

Quality strength
Sales growth
Top 3:1AVGO2DOCN3PAYX
Theme Leader Matrix
StockSales growthQuality strength
AVGO48.7%37.3%
DOCN21.4%39.3%
PAYX14%55.1%
FORTE.IS88.3%88%
CHKP4.6%39.4%
QLYS10.5%73.8%
CSCO11.8%25%
OSPN2.4%27.4%
ATEN12.2%31.8%
FTNT18.8%5.9%
DDOG31.5%16.7%
LINK.IS8.2%24%

Datafin’s View

Security spend is one of the last budgets to be cut; the ranking favors firms compounding recurring revenue with improving economics.

Recurring, mission-critical demand rewards consistency, so this ranking leans toward the steadiest compounders in the theme.

This analysis is for informational purposes only and is not investment advice; it is a repeatable research starting point using the same rules.

Cross-Theme Valuation

The median P/E of every theme we cover; a lower bar marks a more cheaply priced theme. This analysis’ theme is highlighted.

  • Food Security
    16.7
  • Battery and Energy Storage
    17
  • Strategic Minerals
    17.1
  • AI Platforms and Models
    18.3
  • Pharmaceutical Manufacturers
    19.6
  • AI Software Layer
    19.7
  • Agricultural Technology
    21.9
  • Financial Rails and Payments
    22.1
  • Water Scarcity and Infrastructure
    22.2
  • Circular Economy and Waste
    24.4
  • Digital Infrastructure
    25.3
  • Digital Commerce and Marketplaces
    26.9
  • Clean Energy Equipment
    27.3
  • Space and Satellite Economy
    28.6
  • Copper and Power Transmission
    29.6
  • Next-Generation Healthcare
    30.1
  • Robotics and Automation
    31.4
  • Cybersecurity
    32
  • Defense and Sovereign Technology
    33.9
  • AI Data Center Infrastructure
    34.1
  • Nuclear Fuel and Uranium
    36.7
  • Semiconductor Value Chain
    51.2
  • AI Chips and Accelerators
    63.9

The dark bar is this page’s theme. The lighter bars are the other themes we cover.

Results

Latest published or live-generated results from the official Datafin analysis.

1🇺🇸
AVGO.US
Broadcom Inc
96
Sales Growth
48.69%
EPS Growth
101%
Return on Equity(ROE)
44.25%
Return on Invested Capital(ROIC)
30.44%
Free Cash Flow
$39.4B
PEG Ratio
0.45
2🇺🇸
DOCN.US
DigitalOcean Holdings Inc
90
Sales Growth
21.41%
EPS Growth
47.92%
Return on Equity(ROE)
62.27%
Return on Invested Capital(ROIC)
16.41%
Free Cash Flow
$14.9M
PEG Ratio
1.4
3🇺🇸
PAYX.US
Paychex Inc
88
Sales Growth
13.97%
EPS Growth
13.58%
Return on Equity(ROE)
47.06%
Return on Invested Capital(ROIC)
63.06%
Free Cash Flow
$2B
PEG Ratio
1.54
4🇹🇷
FORTE.IS
Forte Bilgi Iletisim Teknolojileri ve Savunma Sanayi A.S.
84
Sales Growth
88.28%
EPS Growth
-
Return on Equity(ROE)
152.43%
Return on Invested Capital(ROIC)
23.5%
Free Cash Flow
$77.6M
PEG Ratio
0
5🇺🇸
CHKP.US
Check Point Software Technologies Ltd
78
Sales Growth
4.64%
EPS Growth
30.35%
Return on Equity(ROE)
37.64%
Return on Invested Capital(ROIC)
41.21%
Free Cash Flow
$1.1B
PEG Ratio
0.46
6🇺🇸
QLYS.US
Qualys Inc
74
Sales Growth
10.51%
EPS Growth
15.33%
Return on Equity(ROE)
38.59%
Return on Invested Capital(ROIC)
109.09%
Free Cash Flow
$314M
PEG Ratio
2.08
7🇺🇸
CSCO.US
Cisco Systems Inc
73
Sales Growth
11.77%
EPS Growth
30.49%
Return on Equity(ROE)
27.32%
Return on Invested Capital(ROIC)
22.67%
Free Cash Flow
$13.6B
PEG Ratio
1.05
8🇺🇸
OSPN.US
OneSpan Inc
73
Sales Growth
2.39%
EPS Growth
16.78%
Return on Equity(ROE)
26.51%
Return on Invested Capital(ROIC)
28.31%
Free Cash Flow
$39M
PEG Ratio
0.6
9🇺🇸
ATEN.US
A10 Network
71
Sales Growth
12.2%
EPS Growth
-18.6%
Return on Equity(ROE)
19.45%
Return on Invested Capital(ROIC)
44.12%
Free Cash Flow
$60.9M
PEG Ratio
-2.44
10🇺🇸
FTNT.US
Fortinet Inc
65
Sales Growth
18.77%
EPS Growth
14.28%
Return on Equity(ROE)
117.44%
Return on Invested Capital(ROIC)
-105.57%
Free Cash Flow
$3.1B
PEG Ratio
4.38
11🇺🇸
DDOG.US
Datadog Inc
64
Sales Growth
31.52%
EPS Growth
39.84%
Return on Equity(ROE)
4.7%
Return on Invested Capital(ROIC)
28.79%
Free Cash Flow
$1.2B
PEG Ratio
12.96
12🇹🇷
LINK.IS
Link Bilgisayar Sistemleri Yazilimi ve Donanimi Sanayi ve Ticaret A.S.
61
Sales Growth
8.2%
EPS Growth
-98.16%
Return on Equity(ROE)
23.58%
Return on Invested Capital(ROIC)
24.48%
Free Cash Flow
$467.6K
PEG Ratio
-0.09
13🇨🇦
OTEX.TO
Open Text Corp
60
Sales Growth
0.83%
EPS Growth
56.02%
Return on Equity(ROE)
16.12%
Return on Invested Capital(ROIC)
9.78%
Free Cash Flow
$806.5M
PEG Ratio
0.16
14🇺🇸
NOW.US
ServiceNow Inc
59
Sales Growth
22.19%
EPS Growth
1.47%
Return on Equity(ROE)
14.24%
Return on Invested Capital(ROIC)
10.56%
Free Cash Flow
$4.6B
PEG Ratio
59.49
15🇺🇸
NTCT.US
NetScout Systems Inc
57
Sales Growth
5.79%
EPS Growth
59.93%
Return on Equity(ROE)
7.54%
Return on Invested Capital(ROIC)
11.38%
Free Cash Flow
$258.1M
PEG Ratio
0.39

Methodology

Sales Growth> 12% · 18 pts
EPS Growth> 8% · 14 pts
Return on Equity (ROE)> 14% · 20 pts
Return on Invested Capital (ROIC)> 10% · 16 pts
Free Cash Flow> $0 · 20 pts
PEG Ratio< 2.5 · 12 pts

Last 5 Updates

Oct 25, 2026, 04:31 AM15 companies
List unchanged (refreshed).
Oct 13, 2026, 04:32 AM15 companies
List unchanged (refreshed).
Oct 2, 2026, 04:32 AM15 companies
List unchanged (refreshed).
Sep 21, 2026, 04:32 AM15 companies
List unchanged (refreshed).
Sep 10, 2026, 04:31 AM15 companies
Entered:ATEN.US, NTCT.US
Exited:SAIC.US, HPQ.US

More Datafin analyses

Stock Screens
Quality at Fair Price Stocks
Stock Duels
Apple vs Microsoft
Theme Valuation
Semiconductor Value Chain Valuation
Flow Analysis
Apple Cash Flow Quality