Added to YB: 2025-06-03
Pitch date: 2025-05-30
ZS [neutral]
Zscaler, Inc.
-14.58%
current return
Author Info
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Company Info
Zscaler, Inc. operates as a cloud security company worldwide. The company offers cyberthreat protection products, including Zscaler Internet Access, which provides threat protection, cloud sandbox, and cloud browser isolation; Zscaler Private Access solution that includes cyberthreat and data protection, application discovery, secure application access, application segmentation, application protection, reduced attack surface, and browser isolation; Zero Trust Firewall; Cloud Sandbox; and Zero Trust Browser.
Market Cap
$40.1B
Pitch Price
$276.62
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.1K
P/E
-955.42
EV/Sales
13.63
Sector
Software
Category
growth
Zscaler Q1 2025 Earnings Analysis
ZS (earnings update): Q1'25 rev $678M (+22.6% YoY) beat est by 1.8%, EPS $0.84 (+10.5%), billings $785M (+24.9%), RPO $4.98B (+30.2%). ARR $2.9B (+23% YoY), on track for $5B. DBNR 114% (-1pt). Margins compressing: GM 80.3% (-1.1pts), FCF 17.6% (-4.6pts). Strong ZDX (+70% YoY) & SecOps (+120% YoY) growth. Red Canary acquisition for $675M.
Read full article (9 min)