Gen DigitalOkta

Gen Digital vs Okta

On this page we compare Gen Digital Inc. and Okta, Inc. across business models, financial performance, and market context, presenting neutral, accessible information to help readers understand how bot...

Which Baskets Do They Appear In?

Digital Trust & Safety Investing Explained

Digital Trust & Safety Investing Explained

Following whistleblower allegations that Meta ignored child safety risks in its VR products, the tech industry is facing intense pressure to better protect its users. This creates an investment opportunity in companies that provide essential digital safety solutions, such as identity verification and content moderation.

Published: September 10, 2025

Explore Basket
Privacy-As-A-Service Guardians

Privacy-As-A-Service Guardians

Discover companies at the frontline of digital defense, carefully selected by our expert analysts. These innovators are building the essential infrastructure protecting our personal and corporate data in an increasingly vulnerable digital world.

Published: June 17, 2025

Explore Basket

Investment Analysis

Pros

  • Gen Digital consistently exceeds earnings and revenue estimates, demonstrating strong operational execution and financial discipline.
  • The company is expanding rapidly into secure financial wellness, leveraging its AI-powered platform to integrate security, privacy, identity, and financial wellbeing at scale.
  • Management has a track record of steady EPS growth with eight consecutive quarters achieving or surpassing targeted growth of 12-15%, showing strong execution reliability.

Considerations

  • Despite recent earnings beats, Gen Digitalโ€™s stock has underperformed the broader market year-to-date, reflecting some investor caution or macro uncertainties.
  • Return on equity has shown extreme volatility over the years, signaling inconsistent profitability trends and potential operational risks.
  • The stockโ€™s valuation relative to historic levels and peers may imply limited upside without continued execution and innovation in new market adjacencies.
Okta

Okta

OKTA

Pros

  • Okta is a leader in identity and access management, benefiting from growing demand for secure digital authentication solutions.
  • The company has demonstrated consistent revenue growth driven by expanding cloud adoption and increased security spending.
  • Okta has a strong customer base including many large enterprises, which supports predictable subscription revenue and upsell opportunities.

Considerations

  • Okta faces intense competition from large tech firms and other cybersecurity providers, challenging its market share and pricing power.
  • The company has experienced periods of operating losses and negative cash flow due to high sales and R&D investments, which could pressure profitability.
  • Recent macroeconomic uncertainty and technology spending slowdowns pose execution risks impacting growth momentum and customer acquisition.

Why invest with Nemo?

Nemo Logo Fade
๐Ÿ†“

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

๐Ÿ”’

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

๐Ÿ’ฐ

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Comparisons

Gen DigitalF5

Gen Digital vs F5

Gen Digital vs F5

Gen DigitalDocuSign

Gen Digital vs DocuSign

Gen Digital vs DocuSign

Gen DigitalFabrinet

Gen Digital vs Fabrinet

Gen Digital vs Fabrinet

Frequently asked questions