SuperworthZscaler, Inc. ZS
Software - Infrastructure, Technology
$213.77
+0.10%
- Market cap
- $34.9B
- PE
- —
- Forward PE
- Price to sales
- 10.4×
- EV/EBIT
- —
- Revenue, 12 months
- $3.4B
- +25% on a year ago
- Net margin
- −1.9%
- Free cash flow yield
- 2.2%
Zscaler trades at 10.4× sales. Its trailing earnings are negative, so it has no PE. Revenue was $3.4B over the last twelve months, up 25% on a year earlier with a −2% net margin.
Charts
Financials
| Income statement | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $496.7M | $525M | $553.2M | $592.9M | $628M+26% | $647.9M+23% | $678M+23% | $719.2M+21% | $788.1M+26% | $815.8M+26% | $850.5M+25% | $898.2M+25% | |
| Cost of revenue | $111.4M | $117.2M | $118.3M | $130.2M | $141.5M+27% | $148.5M+27% | $156M+32% | $172.2M+32% | $184.8M+31% | $191.3M+29% | $192.7M+24% | $209M+21% |
| Gross profit | $385.3M | $407.8M | $434.9M | $462.7M | $486.5M+26% | $499.4M+23% | $522.1M+20% | $547M+18% | $603.4M+24% | $624.5M+25% | $657.8M+26% | $689.2M+26% |
| R&D | $113.5M | $122.2M | $125M | $139.2M | $154.3M+36% | $170.9M+40% | $169.8M+36% | $177.6M+28% | $200.5M+30% | $229.1M+34% | $232.3M+37% | $241.5M+36% |
| SG&A | $318M | $332M | $313.5M | $348.7M | $363.3M+14% | $366M+10% | $375.3M+20% | $401.6M+15% | $439.2M+21% | $447.1M+22% | $455.2M+21% | $463.2M+15% |
| −$46.1M | −$45.5M | −$3M | −$26.9M | −$30.7M−33% | −$40.1M−12% | −$25.4M+743% | −$32.2M+20% | −$36.4M+19% | −$51.8M+29% | −$29.6M+17% | −$15.5M−52% | |
| Interest expense | $3.1M | $3.8M | $2.4M | $3.7M | $3M−5% | $2.3M−40% | $2M−17% | $2.1M−44% | $2.1M−29% | $4.2M+85% | $2.7M+37% | $2.7M+32% |
| Pre-tax income | −$24.5M | −$20.5M | $20.9M | −$5.1M | −$4.4M−82% | −$16.5M−19% | $4.6M−78% | −$1.9M−63% | −$8.4M+90% | −$21.3M+29% | −$2.4M | $14.9M |
| $9M | $8M | $1.7M | $9.8M | $7.6M−15% | −$8.8M | $8.7M+399% | $15.7M+60% | $3.2M−58% | $13M | $11.5M+33% | $18.3M+17% | |
| Net income | −$33.5M | −$28.5M | $19.1M | −$14.9M | −$12.1M−64% | −$7.7M−73% | −$4.1M | −$17.6M+18% | −$11.6M−4% | −$34.3M+344% | −$13.9M+237% | −$3.4M−81% |
| −$0.23 | −$0.19 | $0.12 | −$0.10 | −$0.08−65% | −$0.05−74% | −$0.03 | −$0.11+12% | −$0.07−13% | −$0.21+320% | −$0.09+200% | −$0.02−82% | |
| 147.6M | 149M | 154.1M | 151.5M | 152.6M+3% | 153.7M+3% | 154.9M+1% | 156.5M+3% | 158.6M+4% | 159.7M+4% | 160.7M+4% | 160.2M+2% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Software - Infrastructure within ten times Zscaler's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| ZSZscaler, Inc. | $34.8B | — | — | 10.4× | +25% | −1.9% | |
| OKTAOkta, Inc. | $38.1B | 131× | 104× | 12.4× | +11% | 9.6% | |
| TWLOTwilio Inc. | $41.9B | 38.0× | 327× | 7.5× | +18% | 20.6% | |
| VRSNVeriSign, Inc. | $26.6B | 31.9× | 30.7× | 15.6× | +7% | 49.8% | |
| XYZBlock, Inc. | $45.7B | 136× | 57.2× | 1.8× | +5% | 1.4% | |
| FFIVF5, Inc. | $26.4B | 37.2× | 25.7× | 8.0× | +9% | 22.0% | |
| CPAYCorpay, Inc. | $26.4B | 24.5× | 24.6× | 5.3× | +20% | 22.7% | |
| IOTSamsara Inc. | $23.7B | 257× | 354× | 12.8× | +30% | 4.9% | |
| TOSTToast, Inc. | $17.7B | 39.2× | 75.3× | 2.6× | +23% | 7.1% | |
| AKAMAkamai Technologies, Inc. | $15B | 37.6× | 31.5× | 3.5× | +6% | 9.5% | |
| SNPSSynopsys, Inc. | $96.3B | 88.8× | 54.0× | 10.2× | +46% | 11.4% | |
| Peer median | $26.5B | 38.6× | 55.6× | 7.8× | +15% | 10.5% |
About
- Industry
- Software - Infrastructure
- Sector
- Technology
Valuation data, not investment advice. Prices as of .