Bond markets have been hit hard, with the US 10 year Treasury yield at its highest level since 2002, which raises the hurdle for every risk asset you consider. Higher yields punish weaker balance sheets. They also push investors to look for businesses that feel essential rather than optional. Cybersecurity fits that bill. This article breaks down 3 US listed security stocks from our screener with healthier financial profiles.
The three cybersecurity stocks below are a sample from our broader screen, which also surfaced 8 more US listed security companies with solid health scores and their own compelling stories that are not covered here.
If you want to identify which cybersecurity businesses best fit your risk profile and time horizon, head straight into the Cybersecurity screener to filter, analyze, and focus on your highest conviction ideas.
Palo Alto Networks is one of the clearest pure plays in this cybersecurity screen, with a wide set of tools that protect networks, data, cloud workloads, and AI systems for large organizations that increasingly prefer a single security platform over dozens of point products.
Palo Alto Networks runs a broad cybersecurity business built around subscription platforms like Cortex, Strata, and Prisma. Together, these platforms generated about US$11.5b in security software and services revenue. The stock is large cap, with a market value around US$317.7b.
“Accelerated enterprise adoption of AI and cloud technologies is dramatically expanding the attack surface, driving sustained and growing demand for comprehensive cybersecurity solutions.”
What really matters from here is how one quiet pressure on Palo Alto Networks’ business model shapes future pricing power and profitability.
That quiet pressure is exactly what full narrative for Palo Alto Networks unpacks, showing how pricing power, contracts, and competition could reshape Palo Alto Networks’ risk and reward profile for long term holders.
Fortinet is a heavyweight in this cybersecurity screener because its FortiGate firewalls and FortiGuard services sit directly in the path of digital attacks, making the business a key supplier of front line protection for networks that run critical workloads.
Fortinet, Inc. focuses on cybersecurity through its FortiGate network security and FortiGuard threat intelligence, with Network Security Solutions generating about US$7.5b in sales. The business is large cap, with a market value near US$131.2b.
“They are most famous for their physical firewalls (called FortiGate), which sit at the perimeter of a company’s network to inspect traffic and block threats.”
