领军企业的网络安全估值持续飙升

时间：2022-04-15 18:54:01 | 来源：行业动态

时间：2022-04-15 18:54:01 来源：行业动态

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

我们来看看自新冠以来这个行业的估值是如何变化的。




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.

上表是我们的估值矩阵最新视图，时间段为自美国爆发新冠大流行病前夕以来。可以看到，标准普尔指数比那个时间段上涨了16%，纳斯达克综合指数上涨了43%。现在来看看其他的股票。只有Splunk的估值真的没有大的提升。Proofpoint的估值也没有跟上。但其他公司要么涨幅明显，如CyberArk和SailPoint，要么反弹上涨，如Palo Alto，要么保持良好，如Fortinet，要么大爆发，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.

那大家会大致会觉得VMware的资产Carbon Black也会和这些公司一样做得很好吧，会对VMware做出长期的贡献。

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，我们预计，由于今年科技支出的回升，加上对SolarWinds黑客事件的高度关注以及从在家工作和数字化业务转型构造性转变的加速，这些公司将持续向好......在一段时间内。

### Factors to watch in cyber