ZS vs NET
ZS and NET side by side — valuation & fundamentals (public data).
Key statistics
| Metric | ZSZscaler Inc | NETCloudflare, Inc. |
|---|---|---|
| Market cap | $36.50B | $94.02B |
| P/B | 14.05 | 58.04 |
| P/S | 11.3x | 45.4x |
| Revenue | $3.35B(TTM) | $2.51B(TTM) |
| Revenue growth (YoY) | 25.4% | 29.8% |
| Net income | -$63.18M(TTM) | -$206.28M(TTM) |
| Earnings growth (YoY) | -52.3% | -29.8% |
| EPS, diluted | $-0.39(TTM) | $-0.58(TTM) |
| EBIT margin | -4.0% | -9.6% |
| ROE | -2.4% | -6.3% |
| ROIC | -4.7% | — |
| Piotroski F | 4/9 | — |
| 1y total return | -29.8% | +9.9% |
Figures from SEC filings · for reference only · not investment advice
Growth of $10,000: ZS vs NET
| Metric | ZS | NET |
|---|---|---|
| End value | $47.1K | $147.3K |
| Total return | +371.3% | +1373.2% |
| CAGR | +24.3% | +45.8% |
| Volatility | 57.6% | 67.3% |
| Sharpe | 0.59 | 0.83 |
| Sortino | 0.86 | 1.25 |
| Max drawdown | -76.4% | -82.6% |
Based on 1794 common trading days, 2019-09-13 → 2026-11-02 · risk-free 4.21% (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)