Tenable Holdings, Inc. (TENB) on Decifer

Why it ranks here

• Its returns on invested money are modest, around 0% and those returns have been improving.
• Revenue is growing about 11% a year and profits grew 3% over the past year.
• It keeps a high share of every sale as profit, and that has stayed steady over the years, a sign of real pricing power, with profitability widening as it grows.
• It is riding an active market tailwind and has the balance sheet to fund its growth.
• And it returns cash to shareholders and its own insiders have been buying.
• Our durability check found pressure on this name, which costs it a few points.
• It trades about 293% above similar companies, and its growth does not yet back up that price.

The current read

The evidence on TENB lines up on the supportive side: the intelligence feed flags this name as connected to what is moving markets now. The independent signals we track are telling the same story.

Themes

• Cybersecurity: Tenable is the market leader in vulnerability management with 44,000+ enterprise customers across 170+ countries. Its Tenable One exposure management platform covers cloud, OT, and identity attack surfaces — a direct beneficiary of expanding enterprise attack surface driven by AI adoption. Recurring SaaS revenue model provides revenue visibility.

Read the full TENB research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.