Sectors

Networking & Security stocks

Peer comparison of the 3 Networking & Security stocks tracked by R40, ordered by market cap.

Above 40
2 of 3
Median R40
57
Median revenue growth
+25.7%
Median FCF margin
+26.2%
Top score
CRWD 59 2027 Q1
Lowest score
CSCO 33 FY2026 Q3

Ordered by market cap, largest first — not by Rule of 40 score.

Company R40 Market cap Price Revenue growth FCF margin P/E
Cisco Systems, Inc. CSCO Cisco Systems, Inc. R4033FY2026 Q3 $458.16B $115.99 +12.0% +21.1% 21.6
Palo Alto Networks, Inc. PANW Palo Alto Networks, Inc. R40572026 Q3 $235.27B $331.83 +31.1% +26.2% 133.4
CrowdStrike Holdings, Inc. CRWD CrowdStrike Holdings, Inc. R40592027 Q1 $196.59B $190.86 +25.7% +33.8% 582.1