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TickerOKTA
SectorSoftware - Infrastructure
Mkt cap$14.2B
EV / EBITDA42.0×
PostureHigh Velocity
Composite70/100
LensBuyer-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 1660134

Okta, Inc.

OKTAHIGH VELOCITYFILING INTENSITY

Okta, Inc. reads as an High Velocity (composite 70/100); Consistent Strategic Buyer deploying $134M across 2 disclosed transactions, down 49% vs the prior cycle · primary market Software & IT.

Lens

Disclosed M&A capital (2023–2025)

$134M

−49%

vs $263M in 2020–2022

Disclosed transactions

2

+100%

3/3 active fiscal years in window

Buyer archetype

Consistent Strategic Buyer

Meaningful spend appears across repeat years.

Composite score

70

/100

High Velocity dominates · Filing Intensity

Financial snapshot
Revenue$2.9B
EBITDA$328M
Enterprise value$13.8B
EV / Revenue4.7×
EV / EBITDA42.0×
P/EN/A
Cash$858M
Total debtN/A
as of 2026-05-10
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

35/100

Companies actively deploying disclosed capital into M&A

  • $461M disclosed buyer spend

Buyer Cadence

35/100

Buyer-side companies with recent filing activity

  • Filed within 33d
  • 79 8-Ks

Target Probability

4/100

Issuers showing target-side patterns from filings

Spin/Carve

0/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

Pressure Watch

14/100

Issuers facing activism, governance, or control pressure

Distress Watch

19/100

Issuers showing financial-distress filing patterns

  • 10-Q 188d stale

Restatement Risk

0/100

Issuers with accounting-integrity flags from filings

Capital Velocity

Dominant
70/100

Issuers with the highest filing-activity intensity

  • 79 8-Ks
  • 4 form types

Quiet Power

35/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $13.8B
  • 10-Q 188d ago
  • 2 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.

16
17
18
19
20
21
22
23
24
25

Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $215M · Peak count: 1

FYDisclosed buysDisclosed spendAvg ticketAudited tier
20251$56M$56MN/A
20241$56M$56MN/A
2023N/A$22MN/AN/A
2022N/A$4MN/AN/A
2021N/A$215MN/AN/A
20201$44M$44MN/A
§ III·SE-Cluster Issuer Brief

Strategy posture.

The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.

Archetype mix

  • Bolt On
    50%
  • Technology Acquisition
    50%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • bolt_on
  • technology_acquisition
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

Expand Our International Footprint. With 21% of our revenue generated outside of the United States in fiscal 2024, and our international revenue growing 19% from fiscal 2023 to fiscal 2024, we believe there is a significant opportunity to continue to grow our international business.

10-KFY2023

Expand Our International Footprint. With 16% of our revenue generated outside of the United States in fiscal 2021, and our international revenue growing 46% from fiscal 2020 to fiscal 2021, we believe there is significant opportunity to continue to grow our international business.

10-KFY2020

We expect our operating expenses to significantly increase over the next several years as a result of the Auth0 acquisition

10-KFY2021

Expand Our International Footprint. With 20% of our revenue generated outside of the United States in fiscal 2026, we believe there is a significant opportunity to continue to grow our international business. We believe global demand for our product offerings will continue to be a long-term opportunity as organizations outside the United States embrace the transition to cloud computing and develop and adopt AI agents, and larger international organizations take advantage of technology consolidation within their global locations.

10-KFY2025

The dual class structure of our common stock has the effect of concentrating voting control with those stockholders who held our capital stock prior to the completion of our IPO, including our directors, executive officers, and their affiliates, who held in the aggregate 40.4% of the voting power of our capital stock as of January 31, 2024.

10-KFY2023
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

Software & IT

Market spend (2023–2025)
$217.7B
Market spend (2020–2022)
$197.1B
Recent vs prior
+10%
Issuer rank in market
N/A
Share of market capital
0.0%

Valuation positioning

42.0×EV / EBITDA

OKTA trades at a +27.6-turn premium to the Software & IT peer median of 14.3×.

EV / Revenue
4.7×
Net debt / EBITDA
N/A
Peer median EV / EBITDA
14.3×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
Okta, Inc.OKTA
42.0×4.7×N/A$2.9B$134M
23.4×10.7×0.2×$64.1B$27.7B
15.5×9.8×0.0×$318.3B$75.4B
14.3×4.4×0.6×$41.5B$12.1B
11.0×3.7×-0.1×$6.4B$1.7B
7.6×2.8×0.1×$21.1B$10M

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Software & IT. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Target landscape.

Public-issuer targets that fit this buyer's archetype and target categories from filing-derived signal. Scores reflect cross-signal fit; reasons cite the EDGAR-anchored facts that drove the match.

No qualifying public-issuer targets surfaced from the current signal mix.

Stated target categories

No target categories enumerated in the audited corpus for this issuer.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)92026-03-05
  • 10-Q (quarterly)272025-12-03
  • 8-K (event)792026-04-22
  • Proxy / DEF 14A202026-05-07
  • Activism (13D / DFAN / PREC)0N/A

Signals on file

  • info

    Signal

    Serial acquisition history

  • info

    Signal

    10-K strategy themes

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.