Zscaler is mentioned as a cybersecurity company with a valuation that is less expensive than CrowdStrike, Palo Alto Networks, or Cloudflare.
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The ONE Stock I'm Buying above Everything Else
Aug 18, 2026
The creator discusses cybersecurity as a long-term growth trend, highlighting CrowdStrike's dominance in fast-growing segments. While acknowledging the high valuations across the sector, including CrowdStrike, Palo Alto Networks, Cloudflare, Fortinet, and Zscaler, the creator notes that CrowdStrike's valuation, though high, is less extreme than some peers when adjusted for growth.
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Fortinet is mentioned as a cybersecurity company with a valuation that is less expensive than CrowdStrike, Palo Alto Networks, or Cloudflare.
Cloudflare is mentioned as a cybersecurity company with a very high valuation, even more so than CrowdStrike.
Palo Alto Networks is mentioned as a cybersecurity company with a very high valuation, even more so than CrowdStrike.
CrowdStrike is a dominant player in fast-growing cybersecurity segments, but trades at a high valuation of 192x forward earnings, with a PEG ratio of 6.5x, making it expensive but not as much as Palo Alto or Cloudflare.
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