ZSCALER INC (ZS) Fundamental Analysis & Valuation

NASDAQ:ZS • US98980G1022

Current stock price

139.81 USD
+9.13 (+6.99%)
At close:
139.95 USD
+0.14 (+0.1%)
After Hours:

This ZS fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

3

1. ZS Profitability Analysis

1.1 Basic Checks

  • In the past year ZS was profitable.
  • ZS had a positive operating cash flow in the past year.
  • ZS had negative earnings in each of the past 5 years.
  • ZS had a positive operating cash flow in each of the past 5 years.
ZS Yearly Net Income VS EBIT VS OCF VS FCFZS Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 200M -200M 400M 600M 800M

1.2 Ratios

  • ZS's Return On Assets of -1.00% is in line compared to the rest of the industry. ZS outperforms 53.31% of its industry peers.
  • Looking at the Return On Equity, with a value of -3.08%, ZS is in line with its industry, outperforming 55.51% of the companies in the same industry.
Industry RankSector Rank
ROA -1%
ROE -3.08%
ROIC N/A
ROA(3y)-2.49%
ROA(5y)-6.57%
ROE(3y)-11.58%
ROE(5y)-30.47%
ROIC(3y)N/A
ROIC(5y)N/A
ZS Yearly ROA, ROE, ROICZS Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 -20 -40 -60 -80

1.3 Margins

  • ZS has a better Gross Margin (76.56%) than 71.32% of its industry peers.
  • In the last couple of years the Gross Margin of ZS has remained more or less at the same level.
  • The Profit Margin and Operating Margin are not available for ZS so they could not be analyzed.
Industry RankSector Rank
OM N/A
PM (TTM) N/A
GM 76.56%
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y-0.4%
GM growth 5Y-0.23%
ZS Yearly Profit, Operating, Gross MarginsZS Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 -20 40 -40 60 80

5

2. ZS Health Analysis

2.1 Basic Checks

  • ZS does not have a ROIC to compare to the WACC, probably because it is not profitable.
  • The number of shares outstanding for ZS has been increased compared to 1 year ago.
  • ZS has more shares outstanding than it did 5 years ago.
  • ZS has a worse debt/assets ratio than last year.
ZS Yearly Shares OutstandingZS Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50M 100M 150M
ZS Yearly Total Debt VS Total AssetsZS Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B

2.2 Solvency

  • ZS has an Altman-Z score of 3.46. This indicates that ZS is financially healthy and has little risk of bankruptcy at the moment.
  • Looking at the Altman-Z score, with a value of 3.46, ZS is in the better half of the industry, outperforming 65.81% of the companies in the same industry.
  • ZS has a debt to FCF ratio of 1.95. This is a very positive value and a sign of high solvency as it would only need 1.95 years to pay back of all of its debts.
  • With a decent Debt to FCF ratio value of 1.95, ZS is doing good in the industry, outperforming 66.18% of the companies in the same industry.
  • A Debt/Equity ratio of 0.78 indicates that ZS is somewhat dependend on debt financing.
  • The Debt to Equity ratio of ZS (0.78) is worse than 74.26% of its industry peers.
  • Although ZS's pure debt/equity ratio does not look good, it has limited outstanding debt compared to the Free Cash Flow. We will not put too much weight on the debt/equity number as it may be because of low equity, which could be a consequence of a share buyback program for instance. This needs to be investigated.
Industry RankSector Rank
Debt/Equity 0.78
Debt/FCF 1.95
Altman-Z 3.46
ROIC/WACCN/A
WACC10.58%
ZS Yearly LT Debt VS Equity VS FCFZS Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M 1B 1.5B

2.3 Liquidity

  • A Current Ratio of 1.90 indicates that ZS should not have too much problems paying its short term obligations.
  • ZS has a Current ratio of 1.90. This is comparable to the rest of the industry: ZS outperforms 55.51% of its industry peers.
  • ZS has a Quick Ratio of 1.90. This is a normal value and indicates that ZS is financially healthy and should not expect problems in meeting its short term obligations.
  • ZS has a Quick ratio (1.90) which is comparable to the rest of the industry.
Industry RankSector Rank
Current Ratio 1.9
Quick Ratio 1.9
ZS Yearly Current Assets VS Current LiabilitesZS Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B 4B

8

3. ZS Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an nice 11.78% over the past year.
  • The Earnings Per Share has been growing by 68.71% on average over the past years. This is a very strong growth
  • Looking at the last year, ZS shows a very strong growth in Revenue. The Revenue has grown by 23.91%.
  • Measured over the past years, ZS shows a very strong growth in Revenue. The Revenue has been growing by 44.03% on average per year.
EPS 1Y (TTM)11.78%
EPS 3Y68.14%
EPS 5Y68.71%
EPS Q2Q%29.49%
Revenue 1Y (TTM)23.91%
Revenue growth 3Y34.82%
Revenue growth 5Y44.03%
Sales Q2Q%25.91%

3.2 Future

  • The Earnings Per Share is expected to grow by 18.16% on average over the next years. This is quite good.
  • The Revenue is expected to grow by 19.96% on average over the next years. This is quite good.
EPS Next Y25.85%
EPS Next 2Y20.05%
EPS Next 3Y20.17%
EPS Next 5Y18.16%
Revenue Next Year24.75%
Revenue Next 2Y22.18%
Revenue Next 3Y20.91%
Revenue Next 5Y19.96%

3.3 Evolution

  • The estimated forward EPS growth is still strong, although it is decreasing when compared to the stronger growth in the past years.
  • Although the future Revenue growth is still strong, it is not able to hold up the even more excellent growth rate of the past years.
ZS Yearly Revenue VS EstimatesZS Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 2B 4B 6B 8B 10B
ZS Yearly EPS VS EstimatesZS Yearly EPS VS EstimatesYearly EPS VS Estimates 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 0 5 10 15

3

4. ZS Valuation Analysis

4.1 Price/Earnings Ratio

  • ZS is valuated quite expensively with a Price/Earnings ratio of 37.79.
  • ZS's Price/Earnings ratio is in line with the industry average.
  • ZS is valuated rather expensively when we compare the Price/Earnings ratio to 26.64, which is the current average of the S&P500 Index.
  • The Price/Forward Earnings ratio is 29.58, which means the current valuation is very expensive for ZS.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of ZS is on the same level as its industry peers.
  • When comparing the Price/Forward Earnings ratio of ZS to the average of the S&P500 Index (21.36), we can say ZS is valued slightly more expensively.
Industry RankSector Rank
PE 37.79
Fwd PE 29.58
ZS Price Earnings VS Forward Price EarningsZS Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • The rest of the industry has a similar Enterprise Value to EBITDA ratio as ZS.
  • ZS's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. ZS is cheaper than 65.44% of the companies in the same industry.
Industry RankSector Rank
P/FCF 25.73
EV/EBITDA 950.46
ZS Per share dataZS EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 5 10 15

4.3 Compensation for Growth

  • ZS's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • A more expensive valuation may be justified as ZS's earnings are expected to grow with 20.17% in the coming years.
PEG (NY)1.46
PEG (5Y)0.55
EPS Next 2Y20.05%
EPS Next 3Y20.17%

0

5. ZS Dividend Analysis

5.1 Amount

  • No dividends for ZS!.
Industry RankSector Rank
Dividend Yield 0%

ZS Fundamentals: All Metrics, Ratios and Statistics

ZSCALER INC

NASDAQ:ZS (5/1/2026, 8:03:57 PM)

After market: 139.95 +0.14 (+0.1%)

139.81

+9.13 (+6.99%)

Chartmill FA Rating
GICS IndustryGroupSoftware & Services
GICS IndustrySoftware
Industry Strength6.83
Industry Growth86.34
Earnings (Last)02-26
Earnings (Next)05-28
Inst Owners57.94%
Inst Owner Change0.57%
Ins Owners35.13%
Ins Owner Change-1.22%
Market Cap22.48B
Revenue(TTM)3.00B
Net Income(TTM)-67.63M
Analysts82.41
Price Target233.15 (66.76%)
Short Float %10.08%
Short Ratio3.33
Dividend
Industry RankSector Rank
Dividend Yield 0%
Yearly DividendN/A
Dividend Growth(5Y)N/A
DPN/A
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)8.86%
Min EPS beat(2)8.4%
Max EPS beat(2)9.33%
EPS beat(4)4
Avg EPS beat(4)8.59%
Min EPS beat(4)8.25%
Max EPS beat(4)9.33%
EPS beat(8)8
Avg EPS beat(8)14.4%
EPS beat(12)12
Avg EPS beat(12)17.68%
EPS beat(16)16
Avg EPS beat(16)19.81%
Revenue beat(2)0
Avg Revenue beat(2)-0.98%
Min Revenue beat(2)-1.11%
Max Revenue beat(2)-0.85%
Revenue beat(4)0
Avg Revenue beat(4)-1.1%
Min Revenue beat(4)-1.22%
Max Revenue beat(4)-0.85%
Revenue beat(8)3
Avg Revenue beat(8)-0.41%
Revenue beat(12)6
Avg Revenue beat(12)-0.04%
Revenue beat(16)10
Avg Revenue beat(16)0.42%
PT rev (1m)-2.37%
PT rev (3m)-29.4%
EPS NQ rev (1m)-0.16%
EPS NQ rev (3m)6.49%
EPS NY rev (1m)1.41%
EPS NY rev (3m)5.1%
Revenue NQ rev (1m)-0.01%
Revenue NQ rev (3m)0.42%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.65%
Valuation
Industry RankSector Rank
PE 37.79
Fwd PE 29.58
P/S 7.49
P/FCF 25.73
P/OCF 20.18
P/B 10.24
P/tB 22.45
EV/EBITDA 950.46
EPS(TTM)3.7
EY2.65%
EPS(NY)4.73
Fwd EY3.38%
FCF(TTM)5.43
FCFY3.89%
OCF(TTM)6.93
OCFY4.96%
SpS18.66
BVpS13.66
TBVpS6.23
PEG (NY)1.46
PEG (5Y)0.55
Graham Number33.7189 (-75.88%)
Profitability
Industry RankSector Rank
ROA -1%
ROE -3.08%
ROCE N/A
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM N/A
PM (TTM) N/A
GM 76.56%
FCFM 29.12%
ROA(3y)-2.49%
ROA(5y)-6.57%
ROE(3y)-11.58%
ROE(5y)-30.47%
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y-0.4%
GM growth 5Y-0.23%
F-Score3
Asset Turnover0.44
Health
Industry RankSector Rank
Debt/Equity 0.78
Debt/FCF 1.95
Debt/EBITDA 88.15
Cap/Depr 155.86%
Cap/Sales 8%
Interest Coverage N/A
Cash Conversion 5767.14%
Profit Quality N/A
Current Ratio 1.9
Quick Ratio 1.9
Altman-Z 3.46
F-Score3
WACC10.58%
ROIC/WACCN/A
Cap/Depr(3y)212%
Cap/Depr(5y)195.75%
Cap/Sales(3y)8.71%
Cap/Sales(5y)8.62%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)11.78%
EPS 3Y68.14%
EPS 5Y68.71%
EPS Q2Q%29.49%
EPS Next Y25.85%
EPS Next 2Y20.05%
EPS Next 3Y20.17%
EPS Next 5Y18.16%
Revenue 1Y (TTM)23.91%
Revenue growth 3Y34.82%
Revenue growth 5Y44.03%
Sales Q2Q%25.91%
Revenue Next Year24.75%
Revenue Next 2Y22.18%
Revenue Next 3Y20.91%
Revenue Next 5Y19.96%
EBIT growth 1Y-33.78%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next Year58.52%
EBIT Next 3Y33.87%
EBIT Next 5Y27.39%
FCF growth 1Y74.52%
FCF growth 3Y46.46%
FCF growth 5Y92.49%
OCF growth 1Y72.11%
OCF growth 3Y44.56%
OCF growth 5Y65.09%

ZSCALER INC / ZS Fundamental Analysis FAQ

Can you provide the ChartMill fundamental rating for ZSCALER INC?

ChartMill assigns a fundamental rating of 4 / 10 to ZS.


Can you provide the valuation status for ZSCALER INC?

ChartMill assigns a valuation rating of 3 / 10 to ZSCALER INC (ZS). This can be considered as Overvalued.


Can you provide the profitability details for ZSCALER INC?

ZSCALER INC (ZS) has a profitability rating of 3 / 10.


Can you provide the PE and PB ratios for ZS stock?

The Price/Earnings (PE) ratio for ZSCALER INC (ZS) is 37.79 and the Price/Book (PB) ratio is 10.24.


Can you provide the financial health for ZS stock?

The financial health rating of ZSCALER INC (ZS) is 5 / 10.