NET vs ZS
NET and ZS side by side — valuation & fundamentals (public data).
Key statistics
| Metric | NETCloudflare, Inc. | ZSZSCALER, INC. |
|---|---|---|
| Market cap | $105.87B | $29.81B |
| P/B | 65.35 | 12.59 |
| P/S | 48.8x | 11.2x |
| Revenue | $2.51B(TTM) | $3.17B(TTM) |
| Revenue growth (YoY) | 29.8% | 23.3% |
| Net income | -$206.28M(TTM) | -$77.39M(TTM) |
| Earnings growth (YoY) | -29.8% | 28.1% |
| EPS, diluted | $-0.58(TTM) | $-0.48(TTM) |
| EBIT margin | -9.6% | -4.8% |
| ROE | -6.3% | -1.8% |
| ROIC | — | -5.1% |
| Piotroski F | — | 5/9 |
| 1y total return | +40.4% | -34.3% |
Figures from SEC filings · for reference only · not investment advice
Growth of $10,000: NET vs ZS
| Metric | NET | ZS |
|---|---|---|
| End value | $166.6K | $38.8K |
| Total return | +1565.8% | +288.0% |
| CAGR | +49.8% | +21.5% |
| Volatility | 67.4% | 57.2% |
| Sharpe | 0.88 | 0.56 |
| Sortino | 1.32 | 0.81 |
| Max drawdown | -82.6% | -76.4% |
Based on 1749 common trading days, 2019-09-13 → 2026-08-28 · risk-free 3.9% (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)