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.
Theme universe
44
Visible candidates
15
Model type
Quality ranking
Generated: Jul 15, 2026, 04:32 AM
Data as of: 2026-07-14
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 3:1AVGO2DOCN3FORTE.IS
| Stock | Sales growth | Quality strength |
|---|---|---|
| AVGO | 32.3% | 30.7% |
| DOCN | 17.6% | 47.7% |
| FORTE.IS | 37.9% | 74.6% |
| LINK.IS | 49.2% | 28% |
| OSPN | 1.7% | 29.1% |
| NOW | 21.7% | 17.9% |
| HEXA-B.ST | -6.3% | 17.1% |
| QLYS | 10.3% | 85.7% |
| SAIC | -2.9% | 20.5% |
| ATEN | 12.1% | 43.3% |
| CSCO | 9.2% | 23% |
| PAYX | 16.9% | 36% |
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.
- AI Software Layer18
- Strategic Minerals19.5
- Battery and Energy Storage20.2
- AI Platforms and Models20.4
- Pharmaceutical Manufacturers20.8
- Financial Rails and Payments20.9
- Food Security22.4
- Water Scarcity and Infrastructure23.3
- Agricultural Technology23.8
- Next-Generation Healthcare27.2
- Circular Economy and Waste28.3
- Digital Commerce and Marketplaces28.7
- Digital Infrastructure29.6
- Clean Energy Equipment30.4
- Robotics and Automation32.2
- Cybersecurity33.3
- Defense and Sovereign Technology36.9
- Nuclear Fuel and Uranium37
- Copper and Power Transmission37.1
- AI Data Center Infrastructure37.6
- Space and Satellite Economy44.1
- Semiconductor Value Chain65
- AI Chips and Accelerators73.1
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.
| # | Stock | Score | Sales Growth | EPS Growth | Return on Equity(ROE) | Return on Invested Capital(ROIC) | Free Cash Flow | PEG Ratio | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | 🇺🇸 | AVGO.US Broadcom Inc | 93 | 32.29% | 124.64% | 37.28% | 24.07% | $32.8B | 0.52 |
| 2 | 🇺🇸 | DOCN.US DigitalOcean Holdings Inc | 93 | 17.61% | 99.46% | 70% | 25.36% | $10.6M | 0.6 |
| 3 | 🇹🇷 | FORTE.IS Forte Bilgi Iletisim Teknolojileri ve Savunma Sanayi A.S. | 81 | 37.92% | - | 133.5% | 15.63% | $59.5M | 0 |
| 4 | 🇹🇷 | LINK.IS Link Bilgisayar Sistemleri Yazilimi ve Donanimi Sanayi ve Ticaret A.S. | 80 | 49.15% | -96.99% | 29.89% | 26.11% | $857.5K | -0.13 |
| 5 | 🇺🇸 | OSPN.US OneSpan Inc | 75 | 1.68% | 23.41% | 27.81% | 30.39% | $46.6M | 0.36 |
| 6 | 🇺🇸 | NOW.US ServiceNow Inc | 73 | 21.72% | 15.01% | 16.07% | 19.67% | $4.6B | 4.14 |
| 7 | 🇸🇪 | HEXA-B.ST Hexagon AB (publ) | 73 | -6.34% | 108.87% | 17.72% | 16.5% | $1.4B | 0.09 |
| 8 | 🇺🇸 | QLYS.US Qualys Inc | 73 | 10.33% | 14.43% | 37.72% | 133.61% | $290.5M | 2.01 |
| 9 | 🇺🇸 | SAIC.US Science Applications International Corporation Common Stock | 73 | -2.9% | 24.64% | 27.66% | 13.25% | $603M | 0.5 |
| 10 | 🇺🇸 | ATEN.US A10 Network | 72 | 12.08% | -8.06% | 21.42% | 65.1% | $51.4M | -7.63 |
| 11 | 🇺🇸 | CSCO.US Cisco Systems Inc | 71 | 9.21% | 22.64% | 25.23% | 20.78% | $12.6B | 1.72 |
| 12 | 🇺🇸 | PAYX.US Paychex Inc | 66 | 16.88% | 7.42% | 44.77% | 27.27% | $2.3B | 3.02 |
| 13 | 🇺🇸 | FTNT.US Fortinet Inc | 63 | 15.75% | 8.76% | 132.39% | -108.96% | $2.4B | 7.24 |
| 14 | 🇺🇸 | NTNX.US Nutanix Inc | 59 | 13.04% | 1,106.02% | - | -22.06% | $770.9M | 0.05 |
| 15 | 🇺🇸 | DDOG.US Datadog Inc | 58 | 29.54% | -18.52% | 3.93% | 28.41% | $1.1B | -39.3 |
1🇺🇸
93AVGO.US
Broadcom Inc
- Sales Growth
- 32.29%
- EPS Growth
- 124.64%
- Return on Equity(ROE)
- 37.28%
- Return on Invested Capital(ROIC)
- 24.07%
- Free Cash Flow
- $32.8B
- PEG Ratio
- 0.52
2🇺🇸
93DOCN.US
DigitalOcean Holdings Inc
- Sales Growth
- 17.61%
- EPS Growth
- 99.46%
- Return on Equity(ROE)
- 70%
- Return on Invested Capital(ROIC)
- 25.36%
- Free Cash Flow
- $10.6M
- PEG Ratio
- 0.6
3🇹🇷
81FORTE.IS
Forte Bilgi Iletisim Teknolojileri ve Savunma Sanayi A.S.
- Sales Growth
- 37.92%
- EPS Growth
- -
- Return on Equity(ROE)
- 133.5%
- Return on Invested Capital(ROIC)
- 15.63%
- Free Cash Flow
- $59.5M
- PEG Ratio
- 0
4🇹🇷
80LINK.IS
Link Bilgisayar Sistemleri Yazilimi ve Donanimi Sanayi ve Ticaret A.S.
- Sales Growth
- 49.15%
- EPS Growth
- -96.99%
- Return on Equity(ROE)
- 29.89%
- Return on Invested Capital(ROIC)
- 26.11%
- Free Cash Flow
- $857.5K
- PEG Ratio
- -0.13
5🇺🇸
75OSPN.US
OneSpan Inc
- Sales Growth
- 1.68%
- EPS Growth
- 23.41%
- Return on Equity(ROE)
- 27.81%
- Return on Invested Capital(ROIC)
- 30.39%
- Free Cash Flow
- $46.6M
- PEG Ratio
- 0.36
6🇺🇸
73NOW.US
ServiceNow Inc
- Sales Growth
- 21.72%
- EPS Growth
- 15.01%
- Return on Equity(ROE)
- 16.07%
- Return on Invested Capital(ROIC)
- 19.67%
- Free Cash Flow
- $4.6B
- PEG Ratio
- 4.14
7🇸🇪
73HEXA-B.ST
Hexagon AB (publ)
- Sales Growth
- -6.34%
- EPS Growth
- 108.87%
- Return on Equity(ROE)
- 17.72%
- Return on Invested Capital(ROIC)
- 16.5%
- Free Cash Flow
- $1.4B
- PEG Ratio
- 0.09
8🇺🇸
73QLYS.US
Qualys Inc
- Sales Growth
- 10.33%
- EPS Growth
- 14.43%
- Return on Equity(ROE)
- 37.72%
- Return on Invested Capital(ROIC)
- 133.61%
- Free Cash Flow
- $290.5M
- PEG Ratio
- 2.01
9🇺🇸
73SAIC.US
Science Applications International Corporation Common Stock
- Sales Growth
- -2.9%
- EPS Growth
- 24.64%
- Return on Equity(ROE)
- 27.66%
- Return on Invested Capital(ROIC)
- 13.25%
- Free Cash Flow
- $603M
- PEG Ratio
- 0.5
10🇺🇸
72ATEN.US
A10 Network
- Sales Growth
- 12.08%
- EPS Growth
- -8.06%
- Return on Equity(ROE)
- 21.42%
- Return on Invested Capital(ROIC)
- 65.1%
- Free Cash Flow
- $51.4M
- PEG Ratio
- -7.63
11🇺🇸
71CSCO.US
Cisco Systems Inc
- Sales Growth
- 9.21%
- EPS Growth
- 22.64%
- Return on Equity(ROE)
- 25.23%
- Return on Invested Capital(ROIC)
- 20.78%
- Free Cash Flow
- $12.6B
- PEG Ratio
- 1.72
12🇺🇸
66PAYX.US
Paychex Inc
- Sales Growth
- 16.88%
- EPS Growth
- 7.42%
- Return on Equity(ROE)
- 44.77%
- Return on Invested Capital(ROIC)
- 27.27%
- Free Cash Flow
- $2.3B
- PEG Ratio
- 3.02
13🇺🇸
63FTNT.US
Fortinet Inc
- Sales Growth
- 15.75%
- EPS Growth
- 8.76%
- Return on Equity(ROE)
- 132.39%
- Return on Invested Capital(ROIC)
- -108.96%
- Free Cash Flow
- $2.4B
- PEG Ratio
- 7.24
14🇺🇸
59NTNX.US
Nutanix Inc
- Sales Growth
- 13.04%
- EPS Growth
- 1,106.02%
- Return on Equity(ROE)
- -
- Return on Invested Capital(ROIC)
- -22.06%
- Free Cash Flow
- $770.9M
- PEG Ratio
- 0.05
15🇺🇸
58DDOG.US
Datadog Inc
- Sales Growth
- 29.54%
- EPS Growth
- -18.52%
- Return on Equity(ROE)
- 3.93%
- Return on Invested Capital(ROIC)
- 28.41%
- Free Cash Flow
- $1.1B
- PEG Ratio
- -39.3
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
Jul 15, 2026, 04:32 AM15 companies
List unchanged (refreshed).
Jun 30, 2026, 01:56 PM15 companies
Entered:DOCN.US, LINK.IS, OSPN.US, QLYS.US, SAIC.US, ATEN.US, PAYX.US, NTNX.US
Exited:HPQ.US, MSI.US, PANW.US, NETAS.IS, CRWD.US, KFEIN.IS, OTEX.TO, ATO.PA
May 31, 2026, 08:34 AM15 companies
First run.