NET vs ZS
NET and ZS side by side — valuation & fundamentals (public data).
Key statistics
| Metric | NETCloudflare, Inc. | ZSZscaler Inc |
|---|---|---|
| Market cap | $99.19B | $38.79B |
| P/B | 61.23 | 14.93 |
| P/S | 45.8x | 11.6x |
| Revenue | $2.51B(TTM) | $3.35B(TTM) |
| Revenue growth (YoY) | 29.8% | 25.4% |
| Net income | -$206.28M(TTM) | -$63.18M(TTM) |
| Earnings growth (YoY) | -29.8% | -52.3% |
| EPS, diluted | $-0.58(TTM) | $-0.39(TTM) |
| EBIT margin | -9.6% | -4.0% |
| ROE | -6.3% | -2.4% |
| ROIC | — | -4.7% |
| Piotroski F | — | 4/9 |
| 1y total return | +26.1% | -26.1% |
Figures from SEC filings · for reference only · not investment advice
Growth of $10,000: NET vs ZS
| Metric | NET | ZS |
|---|---|---|
| End value | $155.9K | $50.1K |
| Total return | +1459.4% | +400.9% |
| CAGR | +47.0% | +25.4% |
| Volatility | 67.3% | 57.5% |
| Sharpe | 0.85 | 0.61 |
| Sortino | 1.27 | 0.88 |
| Max drawdown | -82.6% | -76.4% |
Based on 1793 common trading days, 2019-09-13 → 2026-10-30 · risk-free 4.16% (current short-Treasury, held constant)
A head-to-head total-return backtest over real split- and dividend-adjusted prices: how a one-time $10,000 investment in each stock, held to today, would have grown over their common window — including reinvested dividends. A disclosed historical statistic — NOT a prediction, a guarantee, or investment advice. Past performance does not predict future results.
Related comparisons
Delayed data · Public sources · For reference only · Not investment advice (this page declares no winner)