Software - Infrastructure
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5 / 10Stock Comparison
ALAR vs RDWR vs NTCT vs QLYS vs CSCO
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Infrastructure
Software - Infrastructure
Software - Infrastructure
Communication Equipment
ALAR vs RDWR vs NTCT vs QLYS vs CSCO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Software - Infrastructure | Software - Infrastructure | Software - Infrastructure | Software - Infrastructure | Communication Equipment |
| Market Cap | $58M | $1.22B | $2.77B | $3.34B | $364.95B |
| Revenue (TTM) | $36M | $302M | $861M | $685M | $59.05B |
| Net Income (TTM) | $1M | $20M | $96M | $201M | $11.08B |
| Gross Margin | 62.8% | 80.7% | 79.2% | 83.1% | 64.4% |
| Operating Margin | 1.6% | 3.8% | 12.8% | 33.7% | 23.0% |
| Forward P/E | 9.4x | 23.5x | 16.2x | 12.4x | 23.2x |
| Total Debt | $2M | $17M | $76M | $97M | $29.64B |
| Cash & Equiv. | $15M | $105M | $457M | $250M | $9.47B |
ALAR vs RDWR vs NTCT vs QLYS vs CSCO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Alarum Technologies… (ALAR) | 100 | 63.8 | -36.2% |
| Radware Ltd. (RDWR) | 100 | 115.4 | +15.4% |
| NetScout Systems, I… (NTCT) | 100 | 142.3 | +42.3% |
| Qualys, Inc. (QLYS) | 100 | 81.8 | -18.2% |
| Cisco Systems, Inc. (CSCO) | 100 | 201.9 | +101.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ALAR vs RDWR vs NTCT vs QLYS vs CSCO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
ALAR is the #2 pick in this set and the best alternative if growth exposure is your priority.
- Rev growth 20.9%, EPS growth 160.7%, 3Y rev CAGR 45.9%
- 20.9% revenue growth vs NTCT's -0.8%
- Lower P/E (9.4x vs 23.2x)
RDWR is the clearest fit if your priority is sleep-well-at-night.
- Lower volatility, beta 0.99, Low D/E 4.4%, current ratio 1.63x
NTCT ranks third and is worth considering specifically for momentum.
- +80.5% vs QLYS's -25.6%
QLYS carries the broadest edge in this set and is the clearest fit for valuation efficiency and defensive.
- PEG 0.64 vs RDWR's 1.34
- Beta 0.53, current ratio 1.41x
- 29.4% margin vs ALAR's 3.3%
- Beta 0.53 vs ALAR's 2.01
CSCO is the clearest fit if your priority is income & stability and long-term compounding.
- Dividend streak 15 yrs, beta 0.92, yield 1.7%
- 301.7% 10Y total return vs QLYS's 267.2%
- 1.7% yield; 15-year raise streak; the other 4 pay no meaningful dividend
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 20.9% revenue growth vs NTCT's -0.8% | |
| Value | Lower P/E (9.4x vs 23.2x) | |
| Quality / Margins | 29.4% margin vs ALAR's 3.3% | |
| Stability / Safety | Beta 0.53 vs ALAR's 2.01 | |
| Dividends | 1.7% yield; 15-year raise streak; the other 4 pay no meaningful dividend | |
| Momentum (1Y) | +80.5% vs QLYS's -25.6% | |
| Efficiency (ROA) | 19.1% ROA vs RDWR's 3.1%, ROIC 47.5% vs 3.0% |
ALAR vs RDWR vs NTCT vs QLYS vs CSCO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
ALAR vs RDWR vs NTCT vs QLYS vs CSCO — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
QLYS leads in 2 of 6 categories
ALAR leads 1 • CSCO leads 1 • RDWR leads 0 • NTCT leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
QLYS leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
CSCO is the larger business by revenue, generating $59.1B annually — 1625.6x ALAR's $36M. QLYS is the more profitable business, keeping 29.4% of every revenue dollar as net income compared to ALAR's 3.3%. On growth, ALAR holds the edge at +80.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $36M | $302M | $861M | $685M | $59.1B |
| EBITDAEarnings before interest/tax | $1M | $23M | $171M | $241M | $16.1B |
| Net IncomeAfter-tax profit | $1M | $20M | $96M | $201M | $11.1B |
| Free Cash FlowCash after capex | $0 | $43M | $275M | $290M | $12.8B |
| Gross MarginGross profit ÷ Revenue | +62.8% | +80.7% | +79.2% | +83.1% | +64.4% |
| Operating MarginEBIT ÷ Revenue | +1.6% | +3.8% | +12.8% | +33.7% | +23.0% |
| Net MarginNet income ÷ Revenue | +3.3% | +6.7% | +11.1% | +29.4% | +18.8% |
| FCF MarginFCF ÷ Revenue | +27.5% | +14.2% | +32.0% | +42.4% | +21.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +80.3% | +9.9% | -0.5% | +9.8% | +9.7% |
| EPS Growth (YoY)Latest quarter vs prior year | -99.0% | +131.7% | +11.9% | +10.1% | +29.5% |
Valuation Metrics
ALAR leads this category, winning 3 of 7 comparable metrics.
Valuation Metrics
At 9.4x trailing earnings, ALAR trades at a 85% valuation discount to RDWR's 63.0x P/E. Adjusting for growth (PEG ratio), QLYS offers better value at 0.90x vs RDWR's 3.58x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $58M | $1.2B | $2.8B | $3.3B | $365.0B |
| Enterprise ValueMkt cap + debt − cash | $44M | $1.1B | $2.4B | $3.2B | $385.1B |
| Trailing P/EPrice ÷ TTM EPS | 9.40x | 63.02x | -7.57x | 17.45x | 36.14x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 23.54x | 16.20x | 12.43x | 23.24x |
| PEG RatioP/E ÷ EPS growth rate | — | 3.58x | — | 0.90x | — |
| EV / EBITDAEnterprise value multiple | 5.82x | 49.18x | — | 13.49x | 26.34x |
| Price / SalesMarket cap ÷ Revenue | 1.81x | 4.05x | 3.36x | 5.00x | 6.44x |
| Price / BookPrice ÷ Book value/share | 2.07x | 3.24x | 1.78x | 6.17x | 7.87x |
| Price / FCFMarket cap ÷ FCF | 6.58x | 29.45x | 13.11x | 10.98x | 27.46x |
Profitability & Efficiency
QLYS leads this category, winning 3 of 9 comparable metrics.
Profitability & Efficiency
QLYS delivers a 37.2% return on equity — every $100 of shareholder capital generates $37 in annual profit, vs $4 for ALAR. RDWR carries lower financial leverage with a 0.04x debt-to-equity ratio, signaling a more conservative balance sheet compared to CSCO's 0.63x. On the Piotroski fundamental quality scale (0–9), CSCO scores 8/9 vs QLYS's 6/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +4.2% | +5.3% | +6.1% | +37.2% | +23.2% |
| ROA (TTM)Return on assets | +3.2% | +3.1% | +4.3% | +19.1% | +9.0% |
| ROICReturn on invested capital | +59.0% | +3.0% | -19.3% | +47.5% | +13.0% |
| ROCEReturn on capital employed | +32.8% | +2.5% | -18.5% | +37.8% | +13.7% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 7 | 6 | 6 | 8 |
| Debt / EquityFinancial leverage | 0.06x | 0.04x | 0.05x | 0.17x | 0.63x |
| Net DebtTotal debt minus cash | -$13M | -$88M | -$381M | -$153M | $20.2B |
| Cash & Equiv.Liquid assets | $15M | $105M | $457M | $250M | $9.5B |
| Total DebtShort + long-term debt | $2M | $17M | $76M | $97M | $29.6B |
| Interest CoverageEBIT ÷ Interest expense | 17.18x | — | 55.89x | — | 9.64x |
Total Returns (Dividends Reinvested)
Evenly matched — ALAR and NTCT and CSCO each lead in 2 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in CSCO five years ago would be worth $18,718 today (with dividends reinvested), compared to $6,341 for ALAR. Over the past 12 months, NTCT leads with a +80.5% total return vs QLYS's -25.6%. The 3-year compound annual growth rate (CAGR) favors ALAR at 60.6% vs QLYS's -6.3% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -9.6% | +19.3% | +42.6% | -27.5% | +22.3% |
| 1-Year ReturnPast 12 months | +20.5% | +26.5% | +80.5% | -25.6% | +57.5% |
| 3-Year ReturnCumulative with dividends | +314.0% | +46.0% | +30.3% | -17.7% | +109.3% |
| 5-Year ReturnCumulative with dividends | -36.6% | +1.9% | +42.9% | -3.1% | +87.2% |
| 10-Year ReturnCumulative with dividends | -99.6% | +164.8% | +66.6% | +267.2% | +301.7% |
| CAGR (3Y)Annualised 3-year return | +60.6% | +13.4% | +9.2% | -6.3% | +27.9% |
Risk & Volatility
Evenly matched — NTCT and QLYS each lead in 1 of 2 comparable metrics.
Risk & Volatility
QLYS is the less volatile stock with a 0.53 beta — it tends to amplify market swings less than ALAR's 2.01 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. NTCT currently trades 97.6% from its 52-week high vs ALAR's 44.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.08x | 0.94x | 1.10x | 0.46x | 0.90x |
| 52-Week HighHighest price in past year | $18.00 | $31.57 | $39.24 | $155.47 | $94.72 |
| 52-Week LowLowest price in past year | $5.50 | $21.29 | $19.98 | $74.51 | $59.07 |
| % of 52W HighCurrent price vs 52-week peak | +44.4% | +89.8% | +97.6% | +61.1% | +97.3% |
| RSI (14)Momentum oscillator 0–100 | 65.3 | 54.5 | 68.6 | 54.2 | 63.9 |
| Avg Volume (50D)Average daily shares traded | 37K | 228K | 552K | 773K | 18.9M |
Analyst Outlook
CSCO leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Analyst consensus: RDWR as "Hold", NTCT as "Hold", QLYS as "Hold", CSCO as "Buy". Consensus price targets imply 8.5% upside for QLYS (target: $103) vs -11.8% for RDWR (target: $25). CSCO is the only dividend payer here at 1.75% yield — a key consideration for income-focused portfolios.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Hold | Hold | Hold | Buy |
| Price TargetConsensus 12-month target | — | $25.00 | $38.00 | $103.00 | $99.00 |
| # AnalystsCovering analysts | — | 14 | 21 | 48 | 73 |
| Dividend YieldAnnual dividend ÷ price | — | — | — | — | +1.7% |
| Dividend StreakConsecutive years of raises | 2 | — | — | — | 15 |
| Dividend / ShareAnnual DPS | — | — | — | — | $1.61 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.9% | +0.9% | +5.5% | +2.0% |
QLYS leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). ALAR leads in 1 (Valuation Metrics). 2 tied.
ALAR vs RDWR vs NTCT vs QLYS vs CSCO: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is ALAR or RDWR or NTCT or QLYS or CSCO a better buy right now?
For growth investors, Alarum Technologies Ltd.
(ALAR) is the stronger pick with 20. 9% revenue growth year-over-year, versus -0. 8% for NetScout Systems, Inc. (NTCT). Alarum Technologies Ltd. (ALAR) offers the better valuation at 9. 4x trailing P/E, making it the more compelling value choice. Analysts rate Cisco Systems, Inc. (CSCO) a "Buy" — based on 73 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — ALAR or RDWR or NTCT or QLYS or CSCO?
On trailing P/E, Alarum Technologies Ltd.
(ALAR) is the cheapest at 9. 4x versus Radware Ltd. at 63. 0x. On forward P/E, Qualys, Inc. is actually cheaper at 12. 4x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Qualys, Inc. wins at 0. 64x versus Radware Ltd. 's 1. 34x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — ALAR or RDWR or NTCT or QLYS or CSCO?
Over the past 5 years, Cisco Systems, Inc.
(CSCO) delivered a total return of +87. 2%, compared to -36. 6% for Alarum Technologies Ltd. (ALAR). Over 10 years, the gap is even starker: CSCO returned +318. 3% versus ALAR's -99. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — ALAR or RDWR or NTCT or QLYS or CSCO?
By beta (market sensitivity over 5 years), Qualys, Inc.
(QLYS) is the lower-risk stock at 0. 46β versus Alarum Technologies Ltd. 's 2. 08β — meaning ALAR is approximately 353% more volatile than QLYS relative to the S&P 500. On balance sheet safety, Radware Ltd. (RDWR) carries a lower debt/equity ratio of 4% versus 63% for Cisco Systems, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — ALAR or RDWR or NTCT or QLYS or CSCO?
By revenue growth (latest reported year), Alarum Technologies Ltd.
(ALAR) is pulling ahead at 20. 9% versus -0. 8% for NetScout Systems, Inc. (NTCT). On earnings-per-share growth, the picture is similar: Radware Ltd. grew EPS 221. 4% year-over-year, compared to -144. 4% for NetScout Systems, Inc.. Over a 3-year CAGR, ALAR leads at 45. 9% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — ALAR or RDWR or NTCT or QLYS or CSCO?
Qualys, Inc.
(QLYS) is the more profitable company, earning 29. 6% net margin versus -44. 6% for NetScout Systems, Inc. — meaning it keeps 29. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: QLYS leads at 33. 2% versus -44. 7% for NTCT. At the gross margin level — before operating expenses — QLYS leads at 82. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is ALAR or RDWR or NTCT or QLYS or CSCO more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Qualys, Inc. (QLYS) is the more undervalued stock at a PEG of 0. 64x versus Radware Ltd. 's 1. 34x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Qualys, Inc. (QLYS) trades at 12. 4x forward P/E versus 23. 5x for Radware Ltd. — 11. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for QLYS: 8. 5% to $103. 00.
08Which pays a better dividend — ALAR or RDWR or NTCT or QLYS or CSCO?
In this comparison, CSCO (1.
7% yield) pays a dividend. ALAR, RDWR, NTCT, QLYS do not pay a meaningful dividend and should not be held primarily for income.
09Is ALAR or RDWR or NTCT or QLYS or CSCO better for a retirement portfolio?
For long-horizon retirement investors, Cisco Systems, Inc.
(CSCO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 90), 1. 7% yield, +318. 3% 10Y return). Alarum Technologies Ltd. (ALAR) carries a higher beta of 2. 08 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (CSCO: +318. 3%, ALAR: -99. 6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between ALAR and RDWR and NTCT and QLYS and CSCO?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: ALAR is a small-cap high-growth stock; RDWR is a small-cap quality compounder stock; NTCT is a small-cap quality compounder stock; QLYS is a small-cap deep-value stock; CSCO is a large-cap quality compounder stock. CSCO pays a dividend while ALAR, RDWR, NTCT, QLYS do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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