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 both organisations operate and position themselves. The comparison covers strategy choices, revenue drivers, competitive landscape, and governance considerations in clear terms. Educational content, not financial advice.

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...

Comparison Snapshot

Key Financial Metrics

GEN

Metric

OKTA

$15.81B

Market Cap

$16.18B

33.77%

Potential Profit

22.77%

Buy

Analyst Rating

Buy

Investment Analysis

Gen Digital

GEN

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 Digital’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 stock’s valuation relative to historic levels and peers may imply limited upside without continued execution and innovation in new market adjacencies.

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.

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About The Companies

Gen Digital (GEN)

Gen Digital Inc (GEN) is a consumer-focused cybersecurity company formed from the combination of NortonLifeLock and Avast. It offers antivirus, VPNs, identity-theft protection and other security services, primarily on a subscription basis to consumers and small businesses worldwide. The business model centres on recurring revenue, customer retention and cross-selling across a large installed base; margins are driven by scale, product integration and cost control. Key considerations for investors include subscriber growth, churn rates, average revenue per user, competition from free and paid rivals, and data‑privacy regulation. The company’s market capitalisation is about $16.85bn, placing it among mid-cap cybersecurity names where execution on integration and product differentiation matters. As with all equities, values can rise and fall — this is general educational information, not personal advice. Investors should check up-to-date filings, weigh risks against objectives and consider independent financial advice before acting.

Okta (OKTA)

Okta, Inc. (ticker: OKTA) is a cloud-native identity and access management (IAM) company that helps organisations authenticate users, manage access and secure applications. It offers subscription-based services — single sign-on, multi-factor authentication, and customer identity products — sold to enterprises and developers. With a market capitalisation of about $15.77 billion, Okta benefits from structural tailwinds: growing cloud adoption and rising enterprise security budgets. Strengths include a broad integration ecosystem and recurring revenue, but investors should weigh these against intense competition (notably from large tech firms), execution risks, and sensitivity to IT spending cycles. Historically the business has prioritised growth over short-term profitability, so margins and cash flow merit attention. As with any stock, values can rise and fall; this overview is educational, not personalised advice. Investors should review Okta’s latest reports, consider their risk tolerance, and note that past performance does not guarantee future returns.

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Comparison Snapshot