Netskope (NTSK) and Its Rivals Financial Survey

Core Insights - Netskope is positioned within the "Services – Computer Programming And Data Processing" industry, competing with 44 other publicly-traded companies, and is evaluated based on dividends, valuation, earnings, institutional ownership, risk, analyst recommendations, and profitability [1] Institutional Ownership - 56.8% of shares in the "Services – Computer Programming And Data Processing" industry are owned by institutional investors, while 22.3% are owned by company insiders, indicating strong institutional confidence in long-term growth potential [1] Profitability - Netskope's profitability metrics, including net margins, return on equity, and return on assets, are not available, while its competitors show negative figures: net margins at -51.08%, return on equity at -912.69%, and return on assets at -63.05% [2][3] Analyst Ratings - Current analyst recommendations for Netskope include 1 sell rating, 1 hold rating, 15 buy ratings, and 1 strong buy rating, resulting in a rating score of 2.89. In comparison, competitors have a lower rating score of 2.29 with 89 sell ratings, 194 hold ratings, 215 buy ratings, and 11 strong buy ratings [4][5] Earnings & Valuation - Netskope reported gross revenue of $538.27 million and a net income of -$354.51 million, with a price-to-earnings ratio of -156.00. In contrast, competitors have lower revenue of $274.79 million and a net income of -$64.10 million, with a price-to-earnings ratio of -9.32, indicating that Netskope has higher revenue but lower earnings [7] Market Potential - The total addressable market for Netskope is projected to reach $138.9 billion by 2028, growing at a compound annual growth rate (CAGR) of 16.8% from 2024 to 2028. Additionally, the AI security market is expected to grow to $30.8 billion by 2028, contributing an incremental $9.9 billion to the total addressable market [11] Customer Growth - As of July 31, 2025, Netskope had 4,317 customers, reflecting a 21% year-over-year increase from 3,571 customers as of July 31, 2024. Notably, over 30% of the Fortune 100 and approximately 18% of the Forbes Global 2000 are among its customers [11] Annual Recurring Revenue - Netskope's Annual Recurring Revenue (ARR) increased by 33% year-over-year to $707 million as of July 31, 2025, compared to $531 million as of July 31, 2024. The dollar-based net retention rate (NRR) improved to 118%, while the dollar-based gross retention rate (GRR) rose to 96% [11]