Valuation Trading Multiples & Precedent Transactions: Endpoint Security Software Companies
Valuation benchmarks for Endpoint Security Software Companies. Access public trading comps, EV/EBITDA acquisition multiples, and private market data for pitch books and valuation analysis.
1.1 - Endpoint Security Software Companies Market Context & Valuation Drivers
Companies in this trading comparable group are public cybersecurity software providers focused on endpoint protection and device management. They deliver subscription-based platforms that prevent, detect, and remediate threats across desktops, laptops, mobile devices, and browsers, often augmented by cloud-delivered analytics and threat intelligence. These businesses are comparable given similar product portfolios, recurring revenue profiles, enterprise and consumer exposure, and positioning as core security control layers influencing valuation benchmarks.
Typical capabilities span endpoint protection platforms with anti-malware, exploit prevention, and device encryption; endpoint detection and response and XDR for telemetry, behavioral analytics, and automated remediation; mobile device management and policy enforcement for Apple and multi-OS fleets; identity and access controls including zero-trust and secure authentication; secure web browsing, consumer privacy tools, and VPN; plus adjacent network security, next-generation firewalls, SASE, cloud workload security, and integrated threat intelligence services.
Primary buyers include enterprise security and IT teams, SMBs and mid-market organizations, education and public sector, and consumer users through retail and direct channels. Valuation benchmarks commonly emphasize ARR and subscription revenue mix, gross margin sustainability, net revenue retention and renewal rates, device and seat expansion, and cross-sell of adjacent modules, all driving durable growth, cash flow conversion, and defensible market positioning.
2. Valuation Analysis: Public Trading Comps & Multiples for Endpoint Security Software Companies companies
2.1 - Public Peer Groups & Median Valuation Multiples for Endpoint Security Software Companies sector
Comparable group 1: Endpoint Security Software Companies
Qihoo 360
- Enterprise value: $●●●m
- Market Cap: $●●●m
- EV/Revenue: ●.●x
- EV/EBITDA: ●●.●x
- Description: Provider of internet security solutions, offering products like antivirus software, secure browsers, and mobile safety applications, aimed at protecting digital environments and enhancing cybersecurity for global users.
- Key Products:
- Internet Security: Comprehensive tools to protect internet and mobile environments from threats and malware
- Mobile Applications: 360 Mobile Assistant offers a wide range of applications for security and productivity
- Secure Browsers: Software ensuring safe and private browsing experiences
- Antivirus Software: Programs like 360 Safeguard and 360 Mobile Safe for real-time protection
- Smart Home Solutions: Innovations supporting smart living with security technology.
Palo Alto Networks
- Enterprise value: $●●●m
- Market Cap: $●●●m
- EV/Revenue: ●.●x
- EV/EBITDA: ●●.●x
- Description: Provider of cybersecurity solutions designed to protect organizations across clouds, networks, and mobile devices through advanced platforms for network security, cloud security, and AI-driven security operations.
- Key Products:
- Next-Generation Firewalls: Integrated network security solutions for traffic inspection and threat prevention
- Cloud Security: Solutions for securing applications and data across multi-cloud environments
- SASE: Secure Access Service Edge for secure networking and cloud-delivered security
- Threat Intelligence and Security Consulting: Services for threat detection, incident response, and risk management
- Cortex XSIAM: AI-driven security operations platform for improving security outcomes.