Networking & Security stocks
Peer comparison of the 7 Networking & Security stocks tracked by R40, ordered by market cap.
Ordered by market cap, largest first — not by Rule of 40 score.
| Company | R40 | Market cap | Price | Revenue growth | FCF margin | P/E |
|---|---|---|---|---|---|---|
CSCO
Cisco Systems, Inc.
|
R4047FY2026 Q4 | $425.14B | $107.63 | +17.6% | +29.0% | 34.7 |
PANW
Palo Alto Networks, Inc.
|
R4071FY2026 Q4 | $281.69B | $397.31 | +34.5% | +36.8% | 650.6 |
CRWD
CrowdStrike Holdings, Inc.
|
R4051FY2027 Q2 | $272.69B | $264.75 | +25.8% | +25.7% | 3351.3 |
NET
Cloudflare, Inc.
|
R40462026 Q2 | $123.66B | $347.28 | +35.9% | +9.7% | n/m |
NOK
Nokia Corporation
|
R40-72026 Q2 | $58.83B | $10.14 | +8.6% | −15.2% | 88.2 |
OKTA
Okta, Inc.
|
R40392026 Q3 | $37.39B | $209.11 | +10.6% | +28.2% | 85.5 |
ZS
Zscaler, Inc.
|
R4032FY2026 Q4 | $32.05B | $199.42 | +24.9% | +6.8% | n/m |
Latest Networking & Security news
Earnings
· PANW
PANW Q4 FY2026 reported earnings analysis
Palo Alto Networks added nearly $1B of net new security ARR; its fiscal 2027 guide targets $2B as operating income grows 24%.
R40
Preview
· ZS
ZS Q4 FY2026 earnings preview
Zscaler's cash guide implies a 4.7-6.6% free cash flow margin and a Rule of 40 score in the high 20s, its first below 40 in 15 quarters.
R40
Preview
· PANW
PANW Q4 FY2026 earnings preview
Palo Alto Networks guides to 32% revenue growth, versus 14% organic growth last quarter after excluding two acquisitions.
R40