Added to YB: 2024-12-10
Pitch date: 2024-12-07
ZS [neutral]
Zscaler, Inc.
+3.17%
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 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
$213.66
Price Target
N/A
Dividend
N/A
EV/EBITDA
215.98
P/E
-592.73
EV/Sales
10.89
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.
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