Netskope is a leading provider of cloud security solutions, helping organizations stay ahead of cloud, data, and network security challenges. The company offers a comprehensive security platform that integrates Web Proxy (SWG), Zero Trust Network Access (ZTNA), Cloud Access Security Broker (CASB), and Data Loss Prevention (DLP) capabilities.

Ravi Ithal

Lebin Cheng

Sanjay Beri

Krishna Narayanaswamy

Netskope

Obsidian Security provides SaaS security solutions including SaaS security posture management and identity threat detection and response, specifically targeting vulnerabilities in SaaS environments. The company self-described as an entity that protects apps and data.

Obsidian Security

Varonis Systems, Inc. provides software products and services that allow enterprises to manage, analyze, alert, and secure enterprise data in North America, Europe, the Middle East, Africa, and internationally. Its software enables enterprises to protect data stored on premises and in the cloud, including sensitive files and emails; confidential personal data belonging to customers, and patients and employees' data; financial records; strategic and product plans; and other intellectual property. The company offers DatAdvantage that captures, aggregates, normalizes, and analyzes every data access event for users on Windows and UNIX/Linux servers, storage devices, email systems, Intranet servers, cloud applications, and data stores; and DatAlert that profiles users, devices, and their behaviors related to systems and data, detects and alerts on deviations that indicate compromise, and provides a Web-based dashboard and investigative interface. It also provides Data Classification Engine that identifies and tags data based on criteria set in various metadata dimensions, as well as provides business and information technology (IT) personnel with actionable intelligence about data; and DataPrivilege, which offers a self-service Web portal that allows users to request access to data necessary for their business functions, and owners to grant access without IT intervention. In addition, the company provides Data Transport Engine, which provides an execution engine that unifies the manipulation of data and metadata, translating business decisions, and instructions into technical commands, such as data migration or archiving; and DatAnswers that offers search functionality for enterprise data. Varonis Systems, Inc. sells products and services through a network of distributors and resellers. The company serves IT, security, and business personnel. Varonis Systems, Inc. was incorporated in 2004 and is headquartered in New York, New York.

Varonis Systems, Inc.

Deutsche Cyber-Sicherheitsorganisation provides cybersecurity services and develops effective defense strategies against cybercrime and economic espionage. It aims to strengthen community cooperation among various sectors to enhance security.

Metric
Company Name	Netskope	Obsidian Security	Varonis Systems, Inc.	Deutsche Cyber-Sicherheitsorganisation
Symbol			VRNS
MSH ID	COM:NETSKOPE	COM:OBSIDIANSECURITY	COM:VARONIS	DE:DCSO
Market	PRIVATE	PRIVATE	STOCKS	PRIVATE
Sector	Technology	Technology	Technology	Technology
Industry	Information Technology	Cybersecurity	Software - Infrastructure	Cybersecurity
Country		US	US	DE
Stage		Series C
Employee Count	1.00K		2.23K
Website	netskope.com	obsidiansecurity.com	varonis.com	dcso.de
LinkedIn				dcso
Founders

Metric
Market Cap		5.17B
Enterprise Value
Monthly Web Traffic	11.93K		686
Web Traffic Growth	0.45		-0.52
Valuation
Raised Capital	90M

Metric
Revenue			499.16M
Revenue (LTM)
Revenue (NTM)
Gross Profit			427.41M
EBITDA			-117.22M
Operating Income			-117.22M
Net Income			-100.92M
EPS			-0.00
Diluted EPS			-0.00
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin			0.86
Operating Profit Margin			-0.22
EBITDA Margin			-0.23
Net Profit Margin			-0.09
Return on Equity			-0.10
Return on Assets			-0.07
Return on Capital Employed			2.05

NETS

COM:NETSKOPE

Netskope

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio			-45.06
P/B Ratio			11.23
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio			12.92
EV Multiple			-38.15

Metric
Days Sales Outstanding			83.14
Days Payables Outstanding			6.98
Days Inventory Outstanding			0.00
Operating Cycle			85.80
Cash Conversion Cycle			85.80
Asset Turnover			1.87

Metric
Operating Cash Flow			59.42M
Free Cash Flow			54.32M
Cash Flow to Debt			0.33
Operating Cash Flow/Sales			0.16
Free Cash Flow Yield			0.01

Metric
Cash & Equivalents
Accounts Receivable			-33.14M
Inventory
Goodwill
Debt to Capitalization			0.40
Debt to Assets			0.29
Current Ratio			2.57
Quick Ratio			2.44

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue			0.29
R&D to Revenue			0.37
SG&A to Revenue			0.16