Zscaler reported fourth-quarter earnings that included sales of $898 million, up 25%, and adjusted operating margins of 24%, up 200 basis points. The firm's annual recurring revenue, or ARR, grew 25% to $3.8 billion.
Zscaler has strong secular tailwinds behind its back as the convergence of networking and the security market is in its early innings.
Large public cloud vendors often offer their own cybersecurity solutions, which could hamper Zscaler’s growth opportunities.
|
Metric
|
ZS
|
PANW
|
CSCO
|
|---|---|---|---|
Price/Earnings (Normalized) | 46.88 | 103.46 | 25.18 |
Price/Book Value | 12.47 | 11.75 | 8.53 |
Price/Sales | 9.50 | 26.37 | 6.85 |
Price/Cash Flow | 25.95 | 76.18 | 23.40 |
|
Metric
|
ZS
|
PANW
|
CSCO
|
|---|---|---|---|
Quick Ratio | 1.56 | 0.73 | 0.64 |
Current Ratio | 1.70 | 0.87 | 0.93 |
Interest Coverage | −41.25 | — | 11.30 |
|
Metric
|
ZS
|
PANW
|
CSCO
|
|---|---|---|---|
Return on Assets (Normalized) | 10.16% | 8.79% | 13.87% |
Return on Equity (Normalized) | 32.18% | 18.08% | 35.85% |
Return on Invested Capital (Normalized) | 14.87% | 15.20% | 22.89% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Microsoft Corp
MSFT
| LOCK|c%CySnm@ | LOCK|K!c | $4T | |||
| Palantir Technologies Inc Ordinary Shares - Class A
PLTR
| LOCK|tcK>P$ | LOCK|M@B$P | $449B | |||
| Oracle Corp
ORCL
| LOCK|G>#j!V | LOCK|Jt@T$ | $419B | |||
| Palo Alto Networks Inc
PANW
| LOCK|d@?ZBkc | LOCK|B!n | $324B | |||
| CrowdStrike Holdings Inc Class A
CRWD
| LOCK|$z@Wd^#L | LOCK|!K? | $272B | |||
| Fortinet Inc
FTNT
| LOCK|%DGwvt | LOCK|@< | $131B | |||
| Cloudflare Inc
NET
| LOCK|mCZ?BBj< | LOCK|<H | $125B | |||
| Synopsys Inc
SNPS
| LOCK|x$%<^?Y | LOCK|q<^ | $94B | |||
| CoreWeave Inc Ordinary Shares - Class A
CRWV
| LOCK|n?FLP># | LOCK|SL@ | $49B | |||
| Block Inc Class A
XYZ
| LOCK|P&b$MR | LOCK|J&Qp | $44B |
United States