Added to YB: 2025-03-10
Pitch date: 2025-03-06
ZS [neutral]
Zscaler, Inc.
+15.3%
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
$204.93
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.1K
P/E
-955.42
EV/Sales
13.63
Sector
Software
Category
growth
Zscaler Q4 2024 Earnings Analysis
ZS (earnings overview): Q2 rev $648M (+23% YoY), beat est 2.2%. ARR $2.7B (+23% YoY). Op margin 21.7% (+2.0 PPs). FCF margin 22.1% (+2.9 PPs). EPS $0.78 (+13% est). DBNR 115%. 620 $1M+ customers (+24.7% YoY). AI-driven growth: ZDX +45% YoY, data protection +40% YoY. Raised FY guide. Challenges: Net new ARR -29.7% YoY, CAC up, federal deals lumpy.
Read full article (8 min)