Risk Intelligence
73 / 100
Insufficient Data
How strong and defensively sound is the company?
Above average on this measure.
OKTA · NASDAQ
Sector unavailable · Industry unavailable
$166.50
-2.69%
Close on Sep 11, 2026
Updated 12/19/2023
Long-term research evidence only. No price targets, no trading signals, no recommendations.
Investment Report Card
Sector unavailable · Data confidence partial
69 / 100
Rank #98 of 1,152 qualified companies
Top 15% · Watch
73 / 100
Insufficient Data
How strong and defensively sound is the company?
Above average on this measure.
68 / 100
Insufficient Data
Does the business have the characteristics needed to create value over many years?
Around the middle of the covered universe.
62 / 100
Insufficient Data
Is the underlying business getting stronger or weaker?
Around the middle of the covered universe.
67 / 100
Positive disclosed activity
What are important owners actually doing?
Around the middle of the covered universe.
48 / 100
Reasonable
Is today's price reasonable?
Weaker than most covered companies on this measure — and valuation is researched separately from the Suggested Investment Score.
42 / 100
Moderate Capital Returns
How effectively does the company reward shareholders?
Weaker than most covered companies on this measure — and capital returns are researched separately from the Suggested Investment Score.
No weakening evidence is recorded in today's readings.
OKTA INC scores 68 on Long-Term Potential (C+), described by the research model as insufficient data. This describes business characteristics only — it is not a forecast of future returns.
Disclosed ownership evidence reads 67 (C+): Positive disclosed activity. 3 tracked managers disclosed a position in the latest reporting period. Ownership filings are historical disclosures, not signals.
OKTA INC reads 48 out of 100 on Valuation Intelligence, recorded as Reasonable. The stock currently trades below most of its own recent valuation history and above comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value. Valuation Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
OKTA INC reads 42 out of 100 on Capital Returns Intelligence (Moderate Capital Returns), reflecting a share count rising about 3.4% a year. Direct capital returns are limited because the company continues reinvesting most of its cash. Capital Returns Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
No meaningful recorded changes in the stored history.
Risk Intelligence is a core model, Long-Term Potential, Fundamental Momentum, Valuation Intelligence and Capital Returns Intelligence are research models, and Ownership Intelligence is supplemental descriptive evidence. Valuation Intelligence and Capital Returns Intelligence each contribute 0% to the Suggested Investment Score. Nothing here is a recommendation.
Compare OKTA with other companiesResearch Collections
This company does not currently satisfy any collection rule. That is a stored research result, not a judgement about the business.
Browse collectionsAbout a minute to read
Written from stored research readings only. No hype. No trading signals. Just better evidence.
OKTA INC (OKTA) scores 69 out of 100 and ranks #98 of 1,152 qualified companies today. That places it in the top 15% of ranked companies. The stored tier for that score is watch.
Risk Intelligence reads 73 out of 100 (B−), recorded as insufficient data. Above average on this measure.
Long-Term Potential reads 68 out of 100 (C+), recorded as insufficient data. Around the middle of the covered universe.
Fundamental Momentum reads 62 out of 100 (C), recorded as insufficient data. Around the middle of the covered universe.
Ownership Intelligence reads 67 out of 100 (C+), recorded as positive disclosed activity. Around the middle of the covered universe.
Valuation currently appears reasonable: Valuation Intelligence reads 48 out of 100 (D), recorded as Reasonable. OKTA INC reads 48 out of 100 on Valuation Intelligence, recorded as Reasonable. The stock currently trades below most of its own recent valuation history and above comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value. Valuation Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
Capital Returns Intelligence reads 42 out of 100 (D), recorded as Moderate Capital Returns. OKTA INC reads 42 out of 100 on Capital Returns Intelligence (Moderate Capital Returns), reflecting a share count rising about 3.4% a year. Direct capital returns are limited because the company continues reinvesting most of its cash. Capital Returns Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
No weakening factors are recorded in today's stored readings, and data confidence is partial. Absence of a recorded weakness is not evidence of safety.
No individual layer reaches the strongest band today. Separately from the score, valuation reads reasonable at today's price.
Composite discovery model
Pro Investor Score™
69 / 100
A 0–100 composite discovery score combining Risk Intelligence, Long-Term Potential, Fundamental Momentum, and Ownership Intelligence. It helps rank qualified companies for further research and does not predict future returns.
30% contribution
30% contribution
20% contribution
20% contribution
67 / 100 · Positive · 20% of the Pro Investor Score
Coverage: Partial Coverage
50% of Ownership Intelligence · 10% of the total score
Tracked professional-manager activity is positive.
20% of Ownership Intelligence · 4% of the total score
No reliably resolved institutional holdings are stored, so this evidence is unavailable rather than neutral.
15% of Ownership Intelligence · 3% of the total score
No discretionary insider transactions are stored for this company, so this evidence is unavailable rather than neutral.
15% of Ownership Intelligence · 3% of the total score
No qualifying major-holder filings are stored, so this evidence is unavailable rather than neutral.
Ownership Intelligence summarizes publicly disclosed activity among professional investment managers, broader institutions, company insiders, and significant strategic owners. It adds context to investment research but is not a validated predictor of future performance. Ownership information is publicly reported with a delay; the latest applicable reporting period is 2026-06-30, publicly disclosed 9/11/2026. Congressional activity is unavailable pending legal review and contributes nothing to this reading.
Strong risk profile
Risk Intelligence ranks in the top 23% of qualified companies, with higher_risk price risk.
Exceptional long-term potential
Stored profitability, capital efficiency and reinvestment readings rank near the top of the qualified universe.
Ownership evidence is not uniformly supportive
The combined disclosed ownership evidence ranks below the qualified median.
Ownership Intelligence — Partial Coverage
Only part of the ownership evidence is available for this company. Missing evidence is left missing rather than replaced with a neutral value.
Price Risk is less favourable
Price Risk sits in the higher category relative to other qualified companies.
COMPOSITE DISCOVERY MODEL — RESEARCH STAGE · Data coverage Excellent. Rankings are recalculated daily using the latest available information. Individual components may update at different frequencies based on when new financial and ownership data becomes available.
Researched separately
Valuation Intelligence 48 · Reasonable
Valuation Intelligence is currently researched separately and does not affect the Suggested Investment Score or daily ranking.
Researched separately
Capital Returns Intelligence 42 · Moderate Capital Returns
Capital Returns Intelligence is researched separately and contributes 0% to the Suggested Investment Score, the daily rank or any ranking event.
Score explanation
Four research areas carry fixed weights. Each area is compared against every other eligible company, then weighted. The four contributions below add to 68.9 of the stored score (68.9).
Risk Intelligence
30% of the score · contributes 23.2 points
How strong and defensively sound is the company?
Stands at the 77 percentile of eligible companies · stored reading 73 · 34% of this company’s total score
How financially sturdy the company has been when conditions turned against it.
Risk Intelligence reads stored balance-sheet strength, historical downside behaviour and the company's price-risk grouping. A stronger reading describes past resilience; it does not protect against future losses.
Full methodologyLong-Term Potential
30% of the score · contributes 25.1 points
Does the business have the characteristics needed to create value over many years?
Stands at the 84 percentile of eligible companies · stored reading 68 · 36% of this company’s total score
Whether the business has the durable characteristics long-term owners look for.
Long-Term Potential reads durability characteristics such as profitability consistency, cash generation and reinvestment capability over multiple reported periods.
Full methodologyFundamental Momentum
20% of the score · contributes 14.2 points
Is the underlying business getting stronger or weaker?
Stands at the 71 percentile of eligible companies · stored reading 62 · 21% of this company’s total score
Whether the reported business results have been getting stronger or weaker.
Fundamental Momentum compares recent reported fundamentals with the company's own earlier periods, so improvement or deterioration is measured against its history rather than against a forecast.
Full methodologyOwnership Intelligence
20% of the score · contributes 6.4 points
What are important owners actually doing?
Stands at the 32 percentile of eligible companies · stored reading 67 · 9% of this company’s total score
What large reporting owners have actually been doing with their positions.
Ownership Intelligence reads public ownership filings: how many tracked reporting owners hold the company, and whether they were adding, holding, reducing or exiting in the latest disclosed period.
Full methodologyAdditional research — not currently included in the primary Suggested Investment Score.
Reported by insiders, large shareholders and professional funds. Shown beside our research, never blended into it.
Loading professional-investor activity…
Stored snapshots only
Research-score history available since September 2026.
Stored research history does not yet cover a full 30 days comparison for this company.
A change is reported as meaningful at 8 score points, 5 rank places, or any change of research classification. Nothing here is a recommendation to buy or sell.
Plain-English definitions, with the formula and the limitations of each measure.
Fifth research lens · outside the score
Valuation Intelligence
Valuation Intelligence is currently researched separately and does not affect the Suggested Investment Score or daily ranking.
Reasonable
60
Reasonable
Is this company expensive or inexpensive compared with its own history?
20
Expensive
How expensive is this stock compared with similar companies?
39
Elevated
How much financial output does an investor receive relative to the price paid?
78
Very Attractive
Does the company's growth help justify the valuation investors are paying?
OKTA INC reads 48 out of 100 on Valuation Intelligence, recorded as Reasonable. The stock currently trades below most of its own recent valuation history and above comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value.
Price data through September 11, 2026 · Financial data through the quarter ended July 31, 2026
Stored readings only. The dashed line is this company's own median for the selected measure.
Only one stored valuation reading exists so far, so there is nothing to chart yet. Valuation history builds forward from activation rather than being reconstructed.
Current P/E 98.3x · peer median 37.3x
Valuation is inherently uncertain. A stock that appears inexpensive can continue falling, and a stock that appears expensive can continue rising. Valuation Intelligence provides context about the price investors are paying — it does not predict short-term market movements, and it never produces a fair value, a price target or a buy or sell range. Model VALUATION_INTELLIGENCE_V1.
Sixth research lens · outside the score
Capital Returns Intelligence
Capital Returns Intelligence is researched separately and contributes 0% to the Suggested Investment Score, the daily rank or any ranking event.
Moderate Capital Returns
—
Not Applicable — No Dividend
Dividend reliability
This company currently retains rather than distributes cash through dividends. Capital Returns Intelligence therefore places more emphasis on its other measurable shareholder-return behaviors according to the frozen V1 methodology.
42
Moderate Capital Returns
Do buybacks actually reduce shares?
The company spends on share repurchases, but much of that activity offsets share issuance rather than materially reducing the share count.
15
Limited Capital Returns
Is your ownership share protected?
88
Exceptional Capital Returns
Can the cash flow support it?
5
Limited Capital Returns
Cash returned versus company value
OKTA INC reads 42 out of 100 on Capital Returns Intelligence (Moderate Capital Returns), reflecting a share count rising about 3.4% a year. Direct capital returns are limited because the company continues reinvesting most of its cash.
This company currently retains rather than distributes cash through dividends. Capital Returns Intelligence therefore places more emphasis on its other measurable shareholder-return behaviors according to the frozen V1 methodology.
This company spent cash repurchasing stock, but the share count did not fall meaningfully because it also issued shares. Repurchase spending alone did not increase existing shareholders' ownership.
How returned cash was used
Dividends $0.00 · net repurchases $397.00M · total returned $397.00M · 41% of free cash flow
Price data through September 11, 2026 · Financial data through the quarter ended July 31, 2026
Stored readings only. History builds forward from activation rather than being reconstructed.
Only one stored reading exists for this measure so far, so there is nothing to chart yet.
A very high dividend yield may reflect a falling share price or an unsustainable payout. Capital Returns Intelligence emphasizes consistency and sustainability rather than simply rewarding the highest yield.
Announced or gross buyback spending does not always mean shareholders are gaining ownership. Companies can simultaneously issue shares through employee compensation or acquisitions. Suggested Investments therefore considers actual share-count changes alongside repurchase spending.
Capital Returns Intelligence describes how a company returns capital to shareholders. It is not a measure of stock-price performance, it does not predict future returns, and a strong reading is never a recommendation to buy. Dividends and repurchases can be reduced or stopped at any time. Model CAPITAL_RETURNS_INTELLIGENCE_V1, contributing 0% to the Pro Investor Score.
Stored daily snapshots only
| Today | #98 | Score 69 |
|---|---|---|
| 30 days ago | Not ranked | No stored score |
| 90 days ago | Not ranked | No stored score |
| First suggested | September 12, 2026 | |
| Highest rank | #98 | |
In the company’s own words
We are the leading independent identity partner. Our vision is to free everyone to safely use any technology, and we believe identity is the key to making that happen. Our purpose is to bring simple and secure digital access to people and organizations everywhere. Our Okta Platform and Auth0 Platform enable our customers to securely connect the right people to the right technologies and services at the right time.
Identity is becoming the most critical layer of an organization’s security. The acceleration of digital transformation, cloud adoption and the evolving security threat landscape continue to drive a shift in how organizations securely manage the identity of their employees, contractors and partners. As organizations shift from network-based security models to a Zero Trust security model focused on adaptive and context-aware controls, identity has become the most reliable way to manage user access and protect digital assets.
In addition to these established drivers, the emergence of artificial intelligence ("AI") and the deployment of AI agents may, over time, create new opportunities for identity management. We see a potential long-term opportunity for our platforms to serve as a unified, independent control plane for non-human identities ("NHIs") and AI agents, a distinct class of identity that requires authenticated, secure access to sensitive resources at a scale and speed exceeding traditional security models designed for human users. While adoption is in its early stages, we believe the inherent challenges of governing NHIs and agentic identities may drive increased demand for our solutions as these technologies and customer adoption continue to mature.
Our platforms help organizations effectively harness the power of cloud, mobile, web, and AI technologies by securing and governing users and connecting them with the applications and technology they need. Every day, thousands of organizations and millions of people use our platforms to securely access a wide range of cloud, mobile, web and Software-as-a-Service ("SaaS") applications, on-premises servers, application programming interfaces ("APIs"), IT infrastructure providers, and services from a multitude of devices. For IT and security leaders, the Okta Platform governs the seamless and secure access by human users and NHIs to the applications they need to do their most important work. We are expanding these capabilities to include AI agents with the introduction of new product offerings currently in development and early access. Developers leverage our Okta Platform and Auth0 Platform to securely and efficiently embed identity for both human users and, increasingly, AI agents into the software they build, allowing them to innovate and focus on their core mission. Our approach to customer identity provides organizations with the scale, interoperability, extensibility and security they need to secure and scale agentic and traditional applications from pilot to production with seamless and private experiences that serve a wide variety of users, from customers to citizens. As we add new customers, users, developers and integrations to our platforms, our business, customers, partners and users benefit from powerful network effects that increase the value and security of our solutions.
Quoted from the business section of this company’s 10-K filed March 5, 2026. Read the filing
Four distinct intelligence areas
73
Fundamentally Qualified
No prior period to compare
Business Quality qualification score from the locked IA Defensive Research Core. Price Risk stays a separate category and is never blended in.
As of Sep 11, 2026
68
Elite Compounder
No prior period to compare
Durable business economics and reinvestment characteristics. Independent external validation is pending.
As of Sep 11, 2026
62
Accelerating
No prior period to compare
Direction and breadth of change in underlying business fundamentals. Not a price-momentum signal.
As of Sep 11, 2026
67
Mid range
No prior period to compare
Only 3 tracked managers disclosed a position — treat as limited coverage.
As of Sep 11, 2026
Not enough stored history to chart OKTA yet. A company needs at least two published research or ownership periods before a trend can be shown.
Share price
Closing prices adjusted for splits and dividends. Past prices do not indicate future results.
Last stored close $166.50 · +81.1% over the selected range · 52 sessions shown
Balanced evidence
Risk and uncertainty
Public filings · descriptive only
Reporting holders
13
New holders
8
Increasing
1
Reducing
1
Exiting
0
Coverage
Excellent
Positive disclosed activity · Report period 2022-12-31 · Public 12/19/2023
| Manager | Change | Portfolio weight | Rank | Disclosed |
|---|
Insufficient high-confidence manager coverage.
Objective stored changes
No qualifying changes are recorded for this company in the stored research and filing history.
No high-confidence public ownership events are available.
General research only. Not personalized advice. Public filings may be delayed, amended, incomplete, or reflect positions that have changed since the reporting date.