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AI Spotlight on ZS
Company Description
Zscaler, Inc.operates as a cloud security company worldwide.The company provides Zscaler Internet Access solution that provides users, servers, operational technology, Internet of Things device secure access to externally managed applications, including software-as-a-service (SaaS) applications and Internet destinations; and Zscaler Private Access solution, which is designed to provide access to managed applications hosted internally in data centers, and private or public clouds.
It also offers Zscaler Digital Experience that measures end-to-end user experience across business applications, as well as provides an easy to understand digital experience score for each user, application, and location within an enterprise.In addition, the company provides workload segmentation solutions comprising Zscaler Cloud Security Posture Management that identifies and remediates application misconfigurations in SaaS, infrastructure as a service, and platform as a service to reduce risk and ensure compliance with industry and organizational benchmarks; and Zscaler Cloud Workload Segmentation, which is designed to secure application-to-application communications inside public clouds and data centers to stop lateral threat movement, as well as prevents application compromise and reduces the risk of data breaches.Its platform modules include Zscaler Central Authority, Zscaler Enforcement Node, and Zscaler Log Servers.
It serves customers in airlines and transportation, conglomerates, consumer goods and retail, financial services, healthcare, manufacturing, media and communications, public sector and education, technology, and telecommunications services industries.The company was formerly known as SafeChannel, Inc., and changed its name to Zscaler, Inc.in August 2008.
Zscaler, Inc.was incorporated in 2007 and is headquartered in San Jose, California.
Market Data
Last Price | 198.56 |
Change Percentage | -4.06% |
Open | 207.3 |
Previous Close | 206.97 |
Market Cap ( Millions) | 30467 |
Volume | 1989574 |
Year High | 251.55 |
Year Low | 153.45 |
M A 50 | 196.68 |
M A 200 | 187.79 |
Financial Ratios
FCF Yield | 2.27% |
Dividend Yield | 0.00% |
ROE | -3.05% |
Debt / Equity | 86.62% |
Net Debt / EBIDTA | -338.19% |
Price To Book | 21.2 |
Price Earnings Ratio | -835.08 |
Price To FCF | 44.05 |
Price To sales | 13.25 |
EV / EBITDA | 322.37 |
News
- Feb -19 - Zscaler (ZS) Stock Falls Amid Market Uptick: What Investors Need to Know
- Feb -19 - EY announces alliance with Zscaler to help secure and simplify digital transformations through cloud-delivered services
- Feb -15 - 3 Breakout Growth Stocks You Can Buy and Hold for the Next Decade
- Feb -13 - AKAM vs. ZS: Which Stock Is the Better Value Option?
- Feb -12 - Zscaler Rallies 16% YTD: Is it the Right Time to Buy the Stock?
- Feb -10 - Zscaler: Paradigm Shifter
- Feb -06 - Investing In Zscaler: Harnessing The Power Of Zero Trust And AI
- Feb -04 - Zscaler (ZS) Beats Stock Market Upswing: What Investors Need to Know
- Jan -29 - Here's Why Zscaler (ZS) Fell More Than Broader Market
- Jan -28 - AKAM vs. ZS: Which Stock Should Value Investors Buy Now?
- Jan -28 - Zscaler Stock Dips 22% in a Year: A Buying Opportunity or a Risky Bet?
- Jan -23 - Zscaler (ZS) Stock Slides as Market Rises: Facts to Know Before You Trade
- Jan -22 - Red River Earns Zscaler Delivery Services and Managed Security Services Partner Authorizations
- Jan -21 - Cybersecurity's Outlook & TikTok's "Double-Edged Sword"
- Jan -19 - 2 Cybersecurity Stocks You Can Buy and Hold for the Next Decade
- Jan -16 - Here's Why Zscaler (ZS) Fell More Than Broader Market
- Jan -10 - Zscaler (ZS) Rises As Market Takes a Dip: Key Facts
- Jan -03 - Zscaler CEO Jay Chaudhry weighs in on China hacking the U.S. Treasury
- Jan -03 - The Zacks Analyst Blog Five9, Qualys, Zscaler and VTEX
- Jan -03 - Zscaler: Due For A Rebound In 2025
Business Breakdown
Expected Mid-Term Growth
Segment nΒ°1 -> Channel Partners
Expected Growth : 25.2 %
What the company do ?
Channel Partners from Zscaler, Inc. are authorized partners that resell and implement Zscaler's cloud-based security solutions to customers, providing them with secure and fast access to the internet and applications.
Why we expect these perspectives ?
Zscaler's Channel Partners segment growth of 25.2% is driven by increasing adoption of cloud-based security solutions, expansion into new markets, and strategic partnerships with leading system integrators and managed service providers. Additionally, the company's investments in partner enablement programs, training, and certification have enhanced partner capabilities, leading to higher sales and revenue growth.
Segment nΒ°2 -> Direct Customers
Expected Growth : 26.2 %
What the company do ?
Direct Customers from Zscaler, Inc. refers to organizations that purchase Zscaler's cloud-based security solutions directly, without intermediaries, for their cybersecurity needs.
Why we expect these perspectives ?
Zscaler's 26.2% growth in direct customers is driven by increasing demand for cloud-based security solutions, expansion into new markets, and strategic partnerships. The shift to remote work has accelerated adoption of Zscaler's cloud security platform, while its scalable and flexible architecture has attracted large enterprises seeking to secure their digital transformation.
Zscaler, Inc. Products
Product Range | What is it ? |
---|---|
Zscaler Internet Access (ZIA) | A cloud-based security service that provides secure, fast, and reliable access to the internet and SaaS applications for remote users, branch offices, and cloud-based services. |
Zscaler Private Access (ZPA) | A cloud-based service that provides secure, fast, and reliable access to internal applications and resources for remote users and branch offices. |
Zscaler Cloud Security Posture Management (CSPM) | A cloud-based service that provides visibility, security, and compliance for cloud infrastructure and applications. |
Zscaler Cloud Workload Protection Platform (CWPP) | A cloud-based service that provides runtime protection for cloud-native applications and workloads. |
Zscaler Digital Experience (ZDX) | A cloud-based service that provides real-time visibility and analytics for digital experiences, including user experience, application performance, and network performance. |
Zscaler, Inc.'s Porter Forces
Threat Of Substitutes
Zscaler's cloud-based security solutions are highly specialized and difficult to replicate, reducing the threat of substitutes.
Bargaining Power Of Customers
While customers have some bargaining power due to the availability of alternative security solutions, Zscaler's strong brand reputation and high-quality products mitigate this threat.
Bargaining Power Of Suppliers
Zscaler has a diversified supplier base, reducing dependence on individual suppliers and minimizing the bargaining power of suppliers.
Threat Of New Entrants
While new entrants may pose a threat, Zscaler's established market presence, strong brand, and high barriers to entry reduce the likelihood of successful new entrants.
Intensity Of Rivalry
The cybersecurity market is highly competitive, with many established players and new entrants vying for market share, increasing the intensity of rivalry.
Capital Structure
Value | |
---|---|
Debt Weight | 62.54% |
Debt Cost | 3.95% |
Equity Weight | 37.46% |
Equity Cost | 8.13% |
WACC | 5.51% |
Leverage | 166.95% |
Zscaler, Inc. : Quality Control
Zscaler, Inc. passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
Company | Rational |
---|---|
NET | CloudFlare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company offers an integrated cloud-based security solution to secure a range of β¦ |
ORCL | Oracle Corporation offers products and services that address enterprise information technology environments worldwide. Its Oracle cloud software as a service offering include various cloud software applications, including Oracle Fusion cloud β¦ |
PLTR | Palantir Technologies Inc. builds and deploys software platforms for the intelligence community in the United States to assist in counterterrorism investigations and operations. The company provides palantir gotham, a software β¦ |
FTNT | Fortinet, Inc. provides broad, integrated, and automated cybersecurity solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It offers FortiGate hardware and software licenses that provide β¦ |
ADBE | Adobe Inc. operates as a diversified software company worldwide. It operates through three segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products, services, and β¦ |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
π₯
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Fortinet
A-Score
1-Year Total Return ->
π₯
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Oracle
A-Score
1-Year Total Return ->
π₯
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Palantir
A-Score
1-Year Total Return ->
4
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Adobe
A-Score
1-Year Total Return ->
5
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Cloudflare
A-Score
1-Year Total Return ->
6
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