Comparing
$CRWD,
$RBRK and
$ZS side by side, which one is the best ?
Everyone talks about the winner in cybersecurity, but the numbers tell a more nuanced story.
$CRWD
• Largest revenue base at $4.8B
• Premium valuation: 34.6x P/S, 76.4x Forward P/E
• Just ~5% analyst upside
• You're paying top dollar for the market leader.
$RBRK
• Fastest revenue growth: 48.5% YoY
• Highest gross margin: 80.6%
• Trades at 10.3x P/S, far below CRWD
• ~26% implied upside with strong growth.
$ZS
• Cheapest valuation of the three
• 6.4x P/S and 21.3x Forward P/E
• Highest analyst upside at ~49%
• Could be the value pick if execution improves.
takeaway:
If you want the safest leader →
$CRWD
If you want growth at a reasonable price →
$RBRK
If you want value with the biggest upside potential →
$ZS
There’s no obvious winner. It depends on whether you’re buying quality, growth, or value.