Spreadsheet Data
Audit the saved peer set and the method inputs behind the blended fair value.
Review the saved peer set across price, scale, operating metrics, and raw valuation multiples.
| Peer | Price | Market Cap |
|---|
| Enterprise Value |
|---|
| Revenue |
|---|
| EBITDA |
|---|
| Net Income |
|---|
| P/E |
|---|
| P/S |
|---|
| EV/EBITDA |
|---|
PA PANW Palo Alto Networks Inc FY ended Aug 18, 2025 | $371.59 | $302.85B | $299.51B | $9.22B | $1.86B | $1.13B | 232.24x | 32.84x | 155.09x |
ZS ZS Zscaler, Inc. FY ended Aug 29, 2025 | $184.23 | $29.79B | $29.31B | $2.67B | $5.07M | -$41.48M | -682.33x | 11.14x | 399.21x |
CH CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD FY ended Dec 31, 2025 | $138.32 | $14.61B | $17.63B | $2.73B | $1.01B | $1.06B | 14.38x | 5.36x | 17.40x |
CR CRWD CrowdStrike Holdings, Inc. FY ended Jan 31, 2026 | $218.40 | $223.63B | $219.42B | $4.81B | -$71.34M | -$162.50M | -336.00x | 46.47x | 6312.02x |
FT FTNT Fortinet, Inc. FY ended Feb 20, 2026 | $166.00 | $121.80B | $125.23B | $6.80B | $2.46B | $1.85B | 68.60x | 17.91x | 50.48x |
OK OKTA Okta, Inc. FY ended Jan 31, 2026 | $166.23 | $29.12B | $26.54B | $2.92B | $359.00M | $235.00M | 126.89x | 9.98x | 72.72x |
See which peer averages feed the weighted fair value and which methods are excluded.
| Method | Type | Avg. Multiple | Coverage | Implied Equity Value | Fair Value / Share | Status |
|---|---|---|---|---|---|---|
EV / EBITDA EVExcluded | Enterprise Multiple | 962.65x | 5/6 | -$235.79B | — | Target fundamentals do not produce a usable positive equity value. |
Price / Sales PSActive | Equity Multiple | 20.62x | 6/6 | $20.64B | $60.84 | Included in the active peer mix. |
Price / Earnings PEExcluded | Equity Multiple | -96.04x | 6/6 | $43.29B | $127.58 | Peer averages are not economically meaningful for this method. |
Open the saved peer table used to audit the fair value view.
| Peer | Price | Market Cap | Enterprise Value | Revenue | EBITDA | Net Income | P/E | P/S | EV/EBITDA |
|---|---|---|---|---|---|---|---|---|---|
PA PANW Palo Alto Networks Inc FY ended Aug 18, 2025 | $371.59 | $302.85B | $299.51B | $9.22B | $1.86B | $1.13B | 232.24x | 32.84x | 155.09x |
ZS ZS Zscaler, Inc. FY ended Aug 29, 2025 | $184.23 | $29.79B | $29.31B | $2.67B | $5.07M | -$41.48M | -682.33x | 11.14x | 399.21x |
CH CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD FY ended Dec 31, 2025 | $138.32 | $14.61B | $17.63B | $2.73B | $1.01B | $1.06B | 14.38x | 5.36x | 17.40x |
CR CRWD CrowdStrike Holdings, Inc. FY ended Jan 31, 2026 | $218.40 | $223.63B | $219.42B | $4.81B | -$71.34M | -$162.50M | -336.00x | 46.47x | 6312.02x |
FT FTNT Fortinet, Inc. FY ended Feb 20, 2026 | $166.00 | $121.80B | $125.23B | $6.80B | $2.46B | $1.85B | 68.60x | 17.91x | 50.48x |
OK OKTA Okta, Inc. FY ended Jan 31, 2026 | $166.23 | $29.12B | $26.54B | $2.92B | $359.00M | $235.00M | 126.89x | 9.98x | 72.72x |
Open the peer-average inputs behind the weighted result.
| Method | Type | Avg. Multiple | Coverage | Implied Equity Value | Fair Value / Share | Status |
|---|---|---|---|---|---|---|
EV / EBITDA EVExcluded | Enterprise Multiple | 962.65x | 5/6 | -$235.79B | — | Target fundamentals do not produce a usable positive equity value. |
Price / Sales PSActive | Equity Multiple | 20.62x | 6/6 | $20.64B | $60.84 | Included in the active peer mix. |
Price / Earnings PEExcluded | Equity Multiple | -96.04x | 6/6 | $43.29B | $127.58 | Peer averages are not economically meaningful for this method. |
