Valuation Trading Multiples & Precedent Transactions: Enterprise Cloud Security Software
Valuation benchmarks for Enterprise Cloud Security Software. Access public trading comps, EV/EBITDA acquisition multiples, and private market data for pitch books and valuation analysis.
1.1 - Enterprise Cloud Security Software Market Context & Valuation Drivers
Companies in this trading comparable group are public providers of enterprise cloud security software and platforms that safeguard applications, data, and networks across hybrid and multi-cloud environments. Business models center on subscription software, term licenses, support, and managed security services, sold via direct and channel motions. They are grouped as comparables given similar enterprise focus, platform breadth, high recurring revenue, and security outcomes that drive scalable adoption and durable cash flows.
Typical capabilities include next-generation firewalls and secure access service edge for unified policy and zero-trust networking; web application and API protection with WAF and bot defense; DDoS mitigation and distributed cloud security services; vulnerability and exposure management for continuous assessment; data protection, backup, and disaster recovery; threat detection, intelligence, and response; and data security and classification to enforce compliance across SaaS and cloud workloads.
Primary buyers are enterprise IT and security teams, cloud and SaaS operators, and regulated industries and public sector organizations with complex hybrid environments. Valuation drivers include ARR and revenue growth, subscription mix and gross margins, net revenue retention from cross-sell of modules, large-deal velocity with enterprise customers, and attach rates for managed services and support, reflecting durable customer relationships and expanding platform adoption.
2. Valuation Analysis: Public Trading Comps & Multiples for Enterprise Cloud Security Software companies
2.1 - Public Peer Groups & Median Valuation Multiples for Enterprise Cloud Security Software sector
Comparable group 1: Enterprise Cloud Security Software
Asiainfo Security
- Enterprise value: $βββm
- Market Cap: $βββm
- EV/Revenue: β.βx
- EV/EBITDA: ββ.βx
- Description: Provider of network security software and solutions, including full-stack digital intelligence capabilities, focusing on enhancing internet security and information technology services across various sectors.
- Key Products:
- Network Security Software: Solutions to enhance cybersecurity and protect networks
- Full-Stack Digital Intelligence: Comprehensive digital solutions enabling advanced threat detection
- Information Technology Services: Wide range of IT services for infrastructure and data management
- Security Consulting: Expert advisory services for risk assessment and compliance
- Managed Security Services: Ongoing monitoring and management of security operations.
NSFOCUS
- Enterprise value: $βββm
- Market Cap: $βββm
- EV/Revenue: β.βx
- EV/EBITDA: ββ.βx
- Description: Provider of internet and application security solutions offering integrated cloud and on-premises security solutions including DDoS attack protection, web application and API protection, and threat intelligence services, designed to provide comprehensive protection from cyber threats.
- Key Products:
- DDoS Attack Protection: Integrated solution providing protection from distributed denial-of-service attacks
- Web Application and API Protection: Service offering to protect web applications and APIs from cyber threats
- Threat Intelligence Services: Provides actionable intelligence to proactively manage cyber threats
- Cloud Security Solutions: Comprehensive cloud-based security services
- On-Premises Security Solutions: Advanced security barrier for on-premises infrastructures