Added to YB: 2025-03-26
Pitch date: 2025-03-24
ZS [neutral]
Zscaler, Inc.
+11.62%
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
$211.68
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.1K
P/E
-955.42
EV/Sales
13.63
Sector
Software
Category
growth
Zscaler: Zero Trust Leader Driving the Future of Cloud Security
ZS (earnings update): Cloud security leader w/ $96B TAM, 23.4% YoY rev growth. Strong moat: economies of scale, network effects, high switching costs. 115% NDR, 80.4% GM, 21.7% OM. Challenges: slowing growth, high CAC. Guidance suggests stabilization. Trading at 10.4x FEV/S, below median. AI integration driving new growth.
Read full article (12 min)