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Zscaler Inc - Stock Quote ZS

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Morningstar's Zscaler Inc Stock Analysis

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Seize the Cybersecurity Selloff as Our Industry- and Company-Specific Theses Remain Intact

Mark Cash Senior Equity Analyst

Analyst Note

| Mark Cash |

We are reiterating our fair value estimates for wide-moat network security vendors Check Point Software Technologies at $140, Fortinet at $340, and Palo Alto Networks at $585 after these more-established firms fell about 20% over the last month. We are also reaffirming our fair value estimates for narrow-moat cloud-based security firms CrowdStrike Holdings at $225, Okta at $280, and Zscaler at $265 after these higher-growth firms retracted by almost 40% over the last month. Our top pick is Okta, but all are trading at attractive valuations, albeit with different growth profiles.

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Zscaler Inc's Company Profile

Business Description

Zscaler is a security-as-a-service firm that offers its customers cloud-delivered solutions for protecting user devices and data. The firm leverages its position in 150 colocation data centers to deliver traditionally appliance-based security functionality, such as firewalls and sandboxes, as a completely cloud-native platform. The firm focuses on large enterprise customers and offers two primary product suites: Zscaler Internet Access, which securely connects users to externally managed application and websites (such as Salesforce and Google), and Zscaler Private Access, which securely connects users to internally managed applications. Both product suites encompass a broad gamut of capabilities situated across the traditional security stack.

120 Holger Way
San Jose, CA, 95134
T +1 408 533-0288
Sector Technology
Industry Software - Infrastructure
Most Recent Earnings Jan 31, 2022
Fiscal Year End Jul 30, 2022
Stock Type Speculative Growth
Employees 3,153

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