Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ZS
SellHot AirZscaler, Inc. · Technology · United States · $29.8B · Avg Vol: $436M/d
COMPANY DESCRIPTION
Zscaler, Inc. provides a cloud-native security platform, known as the Zero Trust Exchange, for secure access to applications and data, regardless of location. As a pioneer and market leader in the Secure Access Service Edge (SASE) and zero-trust security space, it benefits from robust cloud infrastructure and early mover advantage. Zscaler is a leading pure-play cloud security vendor, recognized for its innovative Zero Trust Network Access (ZTNA) solutions.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.1B | 1.6B | 2.2B | 2.7B | 34.8% | 3.4B | 3.1B | 3.6B | 10.9% |
| EPS | -2.77 | -1.40 | -0.39 | -0.27 | — | -0.39 | — | — | — |
| Shares | 143.0M | 147.2M | 152.5M | 158.3M | +10.7% | 163.1M | — | — | — |
| Debt | 1.0B | 1.2B | 1.2B | 1.8B | 19.8% | 1.9B | — | — | — |
| Equity | 573.3M | 725.1M | 1.3B | 1.8B | 46.4% | — | — | — | — |
| Op CF | 321.9M | 462.3M | 779.8M | 972.5M | 44.6% | 1.1B | — | — | — |
| Inv CF | 374.1M | -259.3M | -683.2M | -427.0M | — | — | — | — | — |
| Fin CF | 41.3M | 46.0M | 64.2M | 420.5M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of ZS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ZS | Zscaler, Inc.(you) | $29.8B | 31 | Sell |
| SAIL | SailPoint, Inc. | $11.2B | 32 | Sell |
| SNPS | Synopsys, Inc. | $84.8B | 30 | Sell |
| IOT | Samsara Inc. | $24.0B | 49 | Hold |
| MDB | MongoDB, Inc. | $35.9B | 52 | Hold |
| CRWV | CoreWeave, Inc. | $46.5B | 10 | Strong Sell |
| RBRK | Rubrik, Inc. | $19.2B | 51 | Hold |
| S | SentinelOne, Inc. | $7.4B | 32 | Sell |
| AKAM | Akamai Technologies, Inc. | $15.4B | 50 | Hold |
| NET | Cloudflare, Inc. | $106.8B | 38 | Hold |
Peer medians: ROE 4.6% · P/E 35.2x · Gross margin 51.1%