Added to YB: 2026-01-28
Pitch date: 2026-01-26
ZS [neutral]
Zscaler, Inc.
-1.59%
current return
Author Info
No bio for this author
Company Info
Zscaler, Inc. operates as a cloud security company worldwide. The company offers cyberthreat protection products, including Zero Trust SASE, a solution that securely connects workforces, AI agents, workloads, and IoT/OT devices to cloud apps and AI services; Zscaler Internet Access, which provides advanced threat protection, sandbox, and zero trust firewall; Zscaler Private Access solution that includes cyberthreat and data protection, application discovery, secure application access, application segmentation, application protection, and reduced attack surface; Zero Trust Browser, a solution that secures browser-based access to business applications for the extended workforce, including third parties and partners; Zscaler Digital Experience, a solution that monitors end-user experience and helps organizations identify and resolve performance issues across their digital environment; Zero Trust Branch; and Zero Trust Cloud solutions.
Market Cap
$38.1B
Pitch Price
$224.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
215.98
P/E
-592.73
EV/Sales
10.89
Sector
Software
Category
growth
Zscaler (ZS): Zero Trust Architecture Pioneer with Accelerating Growth
ZS (quick overview): Zero Trust security pioneer w/ $3.2B ARR (+26% YoY), $5.9B RPO (+35%). Q1 rev $788M (+26%). Three growth pillars: Zero Trust (450+ enterprises), Data Security ($450M ARR), AI Security ($400M ARR, 3Q ahead of target). 52% FCF margin + 26% growth = 'Rule of 78' vs 40% benchmark. 45% Fortune 500 penetration leaves expansion runway.
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