There is little doubt the massive Equifax
Because the shares have been surging across the board since publication of our theme on pininvest.com in early February ’18, company fundamentals might provide valuable signals about their actual growth potential
Except for quite large and highly profitable Verisign
As of mid-May ’18, we observe that accelerating sales trends, comparing the % increase of 2017/2015 with the increase of 2018/2015, have been highly significant indicators of outsized 12-months share performance. For this reason, second quarter sales will be of special interest to control the upward trend and put the expectations underlying the share price on a sure footing
All top performers have been notably boosted in Q1-2018 as shown when the data for the latest quarter is available
| Share Performance | Sales 2018/2015 | Sales 2017/2015 | |||
| Varonis Systems, | VRNS | 109% | 116% | 63% | |
| Qualys Inc | QLYS | 90% | 72% | 45% | |
| Palo Alto Networks | PANW | 79% | 73% | ||
| Mimecast | MIME | 71% | 61% | ||
| Proofpoint Inc. | PFPT | 61% | 168% | 95% | |
| Fortinet Inc. | FTNT | 54% | 91% | 64% | |
Share performance as of mid-May '18
Year-on-year rolling financials for the latest 4 quarters are available by entering the ticker on pininvest / search