領(lǐng)軍企業(yè)的網(wǎng)絡(luò)安全估值持續(xù)飆升

時間：2022-04-15 18:54:01 | 來源：行業(yè)動態(tài)

時間：2022-04-15 18:54:01 來源：行業(yè)動態(tài)

Lets look at how the valuations in this sector have changed since before COVID.

我們來看看自新冠以來這個行業(yè)的估值是如何變化的。




Above is an updated view of our valuation matrix since just before the pandemic hit the U.S. in earnest. You can see the SP is up 16% from that timeframe and the Nasdaq composite up 43%. Now look at the others. Only Splunk really hasnt seen a big uptick in valuation. And Proofpoints valuation hasnt kept pace. But the others have either risen noticeably, such as CyberArk and SailPoint, bounced up such as Palo Alto, held nicely such as Fortinet or exploded as with Crowdstrike, Okta and Zscaler.

上表是我們的估值矩陣最新視圖，時間段為自美國爆發(fā)新冠大流行病前夕以來?？梢钥吹?，標(biāo)準(zhǔn)普爾指數(shù)比那個時間段上漲了16%，納斯達(dá)克綜合指數(shù)上漲了43%。現(xiàn)在來看看其他的股票。只有Splunk的估值真的沒有大的提升。Proofpoint的估值也沒有跟上。但其他公司要么漲幅明顯，如CyberArk和SailPoint，要么反彈上漲，如Palo Alto，要么保持良好，如Fortinet，要么大爆發(fā)，如Crowdstrike、Okta和Zscaler。

So one would think Carbon Black as a VMware asset has done pretty well along with these names and will make long-term contributions to VMware.

那大家會大致會覺得VMware的資產(chǎn)Carbon Black也會和這些公司一樣做得很好吧，會對VMware做出長期的貢獻。

In addition, we would expect that the tech spending rebound this year combined with the heightened concerns over the SolarWinds hack and the tectonic shifts from the accelerated work-from-home and digital business transformation will continue to bode well for many of these names for some time.

此外，我們預(yù)計，由于今年科技支出的回升，加上對SolarWinds黑客事件的高度關(guān)注以及從在家工作和數(shù)字化業(yè)務(wù)轉(zhuǎn)型構(gòu)造性轉(zhuǎn)變的加速，這些公司將持續(xù)向好......在一段時間內(nèi)。

### Factors to watch in cyber