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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

Show full summary:
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)