Apr 8, 2023
Zscaler, Inc
ZS
Statistics
| $215.58 | Share Price |
| $163.00 | Fair Value |
| 32.26% | Price vs Fair Value |
| $33.2 B | Market Cap |
| 47.7% | 3yr Avg Revenue Growth |
| 20.7% | Projected Sales Growth Next Year |
| 24.5% | Free Cash Flow ROIC |
 | Rising Revenues |
| Recurring Revenues |
 | High Switching Costs Moat |
Stock Research and Updates
Research Article
Updates
Zscaler Reports Q4 Results
Sep 4, 2024
Zscaler Operating Well But Diluting Too Much
Jun 3, 2024
Updates for Autodesk, Zscaler, and Workday
Nov 30, 2023
Updating Zscaler and Adobe
Sep 20, 2023
Fair Value Calculation Assumptions
Using a discounted free cash flow model with the following assumptions, the Fair Value estimate for Zscaler, Inc (ZS) is $163.00.
| 28.2% | Free Cash Flow Margin |
| 10.5% | Discount Rate / Required Rate of Return |
| 19.4% | Average Annual Revenue Growth (Years 1-5) |
| 3.4% | Average Annual Share Dilution (Years 1-5) |
| 10.8% | Average Annual Revenue Growth (Years 6-10) |
| 1.3% | Average Annual Share Dilution (Years 6-10) |
| 6.0% | Terminal Growth Rate |
| $166.04 | Sum of Discounted Free Cash Flows |
| $-3.46 | Net "Excess" Cash/Debt Per Share |
| $163.00 | Fair Value Estimate (rounded) |
Last updated Mar 7, 2025
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Watch List
| APPF | -3.02% |
| CMG | 43.83% |
| VEEV | 16.09% |
| INTU | 19.56% |
| WDAY | -7.52% |
| PSTG | -0.65% |
| RDDT | 18.10% |
| NTNX | 24.37% |
| CRWD | 94.01% |
| SE | 26.50% |
| SNOW | 13.14% |
vs. Fair Value Estimates
Buy List
| PINS | -36.44% |
| SEMR | -33.35% |
| TSM | -40.82% |
| ZETA | -27.00% |
| GOOG | -49.43% |
| NYAX | -28.98% |
| MSFT | -28.62% |
| ODD | -29.76% |
| FLYW | -42.32% |
| HRMY | -59.44% |
| YOU | -38.27% |
| ABNB | -31.17% |
| ADBE | -42.81% |
vs. Fair Value Estimates
Hold List
| ASML | -22.86% |
| VTEX | -14.24% |
| ASR | -23.26% |
| CELH | 46.96% |
| TOST | 20.33% |
| CPNG | -11.55% |
| HIMS | -19.74% |
| PAYC | -18.13% |
| MNDY | 18.61% |
| GLBE | -21.26% |
| ZS | 32.26% |
| V | -7.16% |
| ADSK | -0.03% |
| NOW | 14.16% |
| MELI | -23.30% |
| FTNT | -0.20% |
| TEAM | 0.30% |
vs. Fair Value Estimates