Added to YB: 2024-12-10
Pitch date: 2024-12-07
ZS [neutral]
Zscaler, Inc.
+10.59%
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
$213.66
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.1K
P/E
-955.42
EV/Sales
13.63
Sector
Software
Category
growth
My #1 Idea for 2025 - Zscaler
ZS (more research needed): Cloud security leader w/ 70+ Rule of 40 (26% growth, 46% FCF). 114% net dollar retention, 38% insider ownership, 81% GM. Bear case: 17% rev CAGR, 17% net margin. Bull: 24% CAGR, 34% margin. Risks: high SBC, negative GAAP op margin. Upside above 15% IRR target, but downside not fully protected.
Read full article (5 min)