Sunday, October 18, 2020

Stock Analyst - Trying to Understand ZScaler

Hi all - I am researching Zscaler stock, and as a bit of context, their stock is trading insanely high. Most network security companies are valued between 6 - 11x their revenue. Zscaler is valued at ~35x!

I'm trying to get a sense of exactly how much value-add this product is compared to the incumbent universe: Symantec, McAfee, Cisco, ForcePoint, Trend Micro, Barracuda, NetSkope.

I am not an IT / tech person, but having researched the industry a lot, I can understand some basic buzzwords.

Would appreciate any perspectives! Thank you!



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