Added to YB: 2025-07-08
Pitch date: 2025-07-04
ZS [neutral]
Zscaler, Inc.
-24.48%
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
$312.86
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.1K
P/E
-955.42
EV/Sales
13.63
Sector
Software
Category
growth
Zscaler: Leading Zero Trust Security in a $96B and Growing Market
ZS (update - trimmed position): Cloud security leader w/ decelerating growth (+22.6% YoY). Strong moat (500B daily transactions, 95% retention), healthy margins (80.2% gross, 21.6% op). RPO growth accelerating (+30.2%), NDR solid at 114%. $96B TAM. Risk: high valuation (91x fwd P/E, PEG 3.8-6.4). Management strengthening GTM execution. Q1 customer adds weak. 6.8% of portfolio after trimming in June.
Read full article (13 min)