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Added to YB: 2025-03-26

Pitch date: 2025-03-24

ZS [neutral]

Zscaler, Inc.

+4.13%

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

$211.68

Price Target

N/A

Dividend

N/A

EV/EBITDA

215.98

P/E

-592.73

EV/Sales

10.89

Sector

Software

Category

growth

Show full summary:
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)