Added to YB: 2025-12-03
Pitch date: 2025-12-01
ZS [neutral]
Zscaler, Inc.
-3.32%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.
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
$244.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.1K
P/E
-955.42
EV/Sales
13.63
Sector
Software
Category
growth
Compounding Your Wealth | My Stock Portfolio Review, November 2025 - Zscaler, Inc.
ZS (holding update): Q2 rev $788M (+26% YoY), ARR $3.2B (+26%), RPO $5.9B (+35%), FCF margin 52% (+6pts), op margin 21.8%. AI Security ARR +80% YoY, exceeding $400M target early. Stock -8.7% post-earnings on gross margin pressure & macro headwinds despite strong growth metrics.
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