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Ranks companies inside the Cybersecurity theme by quality, growth and cash-generation signals.
Theme-level quality and growth rankings refreshed by Datafin.
Theme leaders are tracked by growth, profitability and cash generation.
| Stock | Sales growth | Quality strength |
|---|---|---|
| FORTE.IS | 37.9% | 74.7% |
| AVGO | 25.2% | 27.1% |
| HPQ | 4.4% | 122.5% |
| FTNT | 15.7% | 13.6% |
| MSI | 8.3% | 60.5% |
| PANW | 15.4% | 19.4% |
| NOW | 21.7% | 17.2% |
| CSCO | 9.2% | 20.4% |
| HEXA-B.ST | -6.3% | 17.1% |
| DDOG | 29.5% | 7.8% |
| NETAS.IS | 7.5% | 91.7% |
| CRWD | 21.7% | -572.3% |
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.
The median P/E of every theme we cover; a lower bar marks a more cheaply priced theme. This analysis’ theme is highlighted.
The dark bar is this page’s theme. The lighter bars are the other themes we cover.
Latest published or live-generated results from the official Datafin analysis.
| # | Stock | Score | Sales Growth | EPS Growth | Return on Equity(ROE) | Return on Invested Capital(ROIC) | Free Cash Flow | PEG Ratio | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | 🇹🇷 | FORTE.IS Forte Bilgi Iletisim Teknolojileri ve Savunma Sanayi A.S. | 95 | 37.92% | 2,662.02% | 133.83% | 15.63% | $59.5M | 0 |
| 2 | 🇺🇸 | AVGO.US Broadcom Inc | 91 | 25.22% | 145.27% | 33.37% | 20.86% | $28.9B | 0.46 |
| 3 | 🇺🇸 | HPQ.US HP Inc | 80 | 4.36% | 75.14% | 214.9% | 30.01% | $2.9B | 0.09 |
| 4 | 🇺🇸 | FTNT.US Fortinet Inc | 63 | 15.75% | 8.76% | 132.39% | -105.28% | $2.4B | 4.95 |
| 5 | 🇺🇸 | MSI.US Motorola Solutions Inc | 63 | 8.31% | 8.7% | 99.88% | 21.03% | $2.5B | 4.85 |
| 6 | 🇺🇸 | PANW.US Palo Alto Networks Inc | 61 | 15.43% | 1.59% | 16.26% | 22.56% | $4.1B | 53.41 |
| 7 | 🇺🇸 | NOW.US ServiceNow Inc | 61 | 21.72% | 1.62% | 16.07% | 18.27% | $4.6B | 42.33 |
| 8 | 🇺🇸 | CSCO.US Cisco Systems Inc | 59 | 9.21% | 13% | 25.23% | 15.52% | $12.8B | 3.64 |
| 9 | 🇸🇪 | HEXA-B.ST Hexagon AB (publ) | 55 | -6.34% | -40.24% | 17.72% | 16.5% | $1.4B | -14.13 |
| 10 | 🇺🇸 | DDOG.US Datadog Inc | 55 | 29.54% | -18.52% | 3.93% | 11.75% | $1.1B | -27.39 |
| 11 | 🇹🇷 | NETAS.IS Netas Telekomünikasyon A.S. | 48 | 7.45% | 4.13% | 179.19% | 4.15% | $6.0M | -2.78 |
| 12 | 🇺🇸 | CRWD.US Crowdstrike Holdings Inc | 46 | 21.71% | -948.21% | -4.75% | -1,139.92% | $1.2B | 0.64 |
| 13 | 🇹🇷 | KFEIN.IS Kafein Yazilim Hizmetleri Ticaret A.S. | 40 | 21.47% | -97.95% | 4.87% | 25.87% | -$4.9M | -0.38 |
| 14 | 🇨🇦 | OTEX.TO Open Text Corp | 28 | -0.9% | -10.2% | 12.65% | 8.66% | $808.5M | -2.19 |
| 15 | 🇫🇷 | ATO.PA Atos SE | 26 | -13.28% | 90.06% | -19,266.67% | -121.52% | -$2.2B | -0.03 |