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Zscaler is a first-class company with excellent potential

Zscaler is a first-class company with excellent potential

Zscaler shares are trading 44% higher than the marks of the beginning of 2021. The company develops cloud technologies for protecting web traffic. Zscaler solutions mainly inspect the traffic of end users - employees who use the corporate network and often become the culprits of its infection.

A distinctive feature of the company is the fact that even after the annual revenue exceeded $1 billion, the indicator continues to grow at an extremely high rate. At the end of the fourth quarter, revenue increased by 57% YoY, to $197.1 million, while the consensus forecast assumed an increase of 49% YoY. Compared to the previous quarter, the pace decreased by only 3 percent.

The main driver of growth is the massive withdrawal of applications to the "cloud". If earlier developers hosted their applications locally, then in recent years the situation has begun to change dramatically, as a result of which the demand for cybersecurity in this direction is also growing. Zscaler estimates the size of the address market at $72 billion, which means that at the moment the company was able to master only about one percent of the possible. According to the results of the entire fiscal year 2021 (report dated September 9), the operating margin increased by 3 percentage points to 12%.

The only drawback is expensive stocks: the EV/S ratio (projected revenue for the next year) is 38x. They should definitely be added to the "list of observations” and consider buying after the price reduction.


 

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Sex and Forex: what do they have in common?
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IndexaCo
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Sri Lanka was left without fuel
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Jul 05, 2022
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Bank scandal: Swiss Credit Suisse made money on cocaine
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IndexaCo
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Dotcom Bubble 2.0: Is it possible to repeat the 2000 scenario?
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Jun 15, 2022
IndexaCo
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"Ghost Armada": how does Iran circumvent sanctions on oil trade?
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Jun 09, 2022
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There was a successful merger of the Ethereum Ropsten test network with Beacon
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Jun 09, 2022
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In the USA, an emergency regime has been declared
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Jun 09, 2022
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You can pay with cryptocurrency: which companies accept crypto in 2022
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May 26, 2022
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