Morningstar

Morningstar, Inc.

Equity Bottom-Up

No-moat FireEye announced the acquisition of Verodin, a security instrumentation vendor, for approximately $250 million in cash and stock. Verodin provides a cybersecurity platform that organizations use to monitor and measure the effectiveness of their cybersecurity across their network, endpoints, email, and cloud controls. Its products are used to perform continuous simulated attacks to assess the configuration and performance of existing security products. By continuously monitoring a…

FireEye sells network, endpoint, and email security solutions and is a renowned provider of cybersecurity services for breach remediation and security posture assessments. Its Mandiant consulting brand has leading-edge threat intelligence and is called into many high-profile breaches. On the product front, FireEye is shifting toward being a primary vendor via cloud-delivered solutions with a platform approach from previously selling appliances that were used as backstops. While FireEye's pivot…

Cybersecurity pure play FireEye sells products, subscriptions, and services to protect customers from threats and to resolve security breaches. With its Mandiant consulting service, FireEye is considered a preeminent provider of incident responses, security assessments, managed defense, training, and security posture improvement. FireEye solutions are used for advanced-threat and zero-day threat protection for networks, endpoints, and email. The company has pivoted from selling appliances toward…

No-moat FireEye's first quarter showcased year-over-year revenue growth of 6%, driven by strong annual sales growth of 21% for professional services. Operating margin slightly increased to a loss of 30% compared with last year's loss of 31%; however, on a dollar basis, the loss increased by $2.7 million to $63.5 million. While we remain positive on FireEye's ability to capitalize on the need for strong cybersecurity professional services in the marketplace, concerns around the underwhelming…

United States

Mandiant, Inc. provides malware protection systems and network threat prevention solutions. The Company offers web, email, and file security, as well as malware analysis. Mandiant serves customers worldwide.

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