Okta, Inc. vs TransMedics Group Inc — how do they compare? Okta, Inc. trades at $231.41 (market cap $38.50B), while TransMedics Group Inc trades at $78.15 (market cap $2.74B). The key difference: Okta, Inc. is far larger — about 14.1× TransMedics Group Inc's market cap, and Okta, Inc. is trading nearer its 52-week high, TransMedics Group Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Okta, Inc. for 44 Days and TransMedics Group Inc for 24 Days on average.
| OKTA | TMDX | |
|---|---|---|
Market Cap | $38.50B | $2.74B |
Volume | 2,479,621 | 949,331 |
Sector | Technology | Health |
52-Week High | $220.21 | $150.42 |
52-Week Low | $62.93 | $61.99 |
Typical Hold Time | 44 Days | 24 Days |
Enterprise Value | $36.25B | $3.13B |
Signals from Pluang's Aura AI — not financial advice
Okta's stock trades at $228.38, up 4.76% in the last 24 hours, reflecting strong momentum. The company has beaten earnings estimates for three consecutive quarters, with Q3 2026 results pending. Revenue growth is robust, rising from $1.3B in 2022 to $2.6B in 2025, and profitability has improved significantly, turning a net loss into a $28M profit. Technical indicators show a bullish trend, with the current price near resistance at $228. Recent news highlights Okta's strategic focus on AI agent security, positioning it for future growth in the cybersecurity sector.
The outlook for Okta is positive, driven by strong earnings performance, revenue expansion, and strategic initiatives in AI. However, risks include high valuation multiples, such as a P/E of 132.66, and competitive pressures in the cybersecurity space. Analyst consensus is overwhelmingly bullish, with 73.58% recommending Buy, but investors should monitor execution risks and market volatility.
TransMedics Group (TMDX) trades at $78.17, down 3.58% on the day, with a bearish technical signal and mixed earnings history. The company reported strong 2025 results with $605.49M revenue and $190.29M net income, but 2026 projections show margin compression. Recent news highlights insider buying and leadership changes alongside legal investigations into fiduciary duties, creating a complex sentiment backdrop.
The stock offers growth potential with a consensus price target of $99.75, but faces risks from earnings misses, margin pressure, and ongoing legal scrutiny. Analyst consensus remains bullish with 69% buy ratings, yet investors must weigh robust profitability metrics against execution and regulatory uncertainties.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Okta is a cloud-native security company that focuses on identity and access management. The San Francisco-based firm went public in 2017 and focuses on two key client stakeholder groups: workforces and customers. Okta's workforce offerings enable a company's employees to securely access its cloud-based and on-premises resources. The firm's customer offerings allow its clients' customers to securely access the client's applications.
Read more on OKTA →TransMedics is a pioneering medical technology company that is disrupting the organ transplant market with its Organ Care System (OCS™). By replacing traditional cold storage with portable warm perfusion, the OCS maintains donor organs in a near-physiologic state, allowing for continuous assessment and optimization. Through its National OCS Program (NOP™), TransMedics provides an end-to-end clinical and logistics solution, including a dedicated aviation fleet, to maximize the utilization of donor organs and improve patient outcomes.
Read more on TMDX →