Zscaler (ZS) Competitors

Shopify (NYSE:SHOP) and Zscaler (NASDAQ:ZS) are both large-cap computer and technology companies, but which is the better stock? We will compare the two companies based on the strength of their institutional ownership, analyst recommendations, valuation, profitability, dividends, community ranking, earnings, media sentiment and risk.

Does the media favor SHOP or ZS?

In the previous week, Shopify had 13 more articles in the media than Zscaler. MarketBeat recorded 43 mentions for Shopify and 30 mentions for Zscaler. Shopify's average media sentiment score of 1.03 beat Zscaler's score of 1.03 indicating that Shopify is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Shopify	31 Very Positive mention(s)	2 Positive mention(s)	9 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Zscaler	18 Very Positive mention(s)	2 Positive mention(s)	6 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Which has more risk and volatility, SHOP or ZS?

Shopify has a beta of 2.66, indicating that its stock price is 166% more volatile than the S&P 500. Comparatively, Zscaler has a beta of 1.14, indicating that its stock price is 14% more volatile than the S&P 500.

Do institutionals & insiders hold more shares of SHOP or ZS?

69.3% of Shopify shares are owned by institutional investors. Comparatively, 46.5% of Zscaler shares are owned by institutional investors. 18.1% of Zscaler shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Is SHOP or ZS more profitable?

Shopify has a net margin of 22.74% compared to Zscaler's net margin of -1.58%. Shopify's return on equity of 12.00% beat Zscaler's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Shopify	22.74%	12.00%	9.79%
Zscaler	-1.58%	-0.75%	-0.20%

Which has higher earnings and valuation, SHOP or ZS?

Shopify has higher revenue and earnings than Zscaler. Zscaler is trading at a lower price-to-earnings ratio than Shopify, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Shopify	$9.38B	14.69	$2.02B	$1.23	86.53
Zscaler	$2.42B	16.10	-$57.71M	-$0.11	-2,290.45

Do analysts rate SHOP or ZS?

Shopify presently has a consensus target price of $115.37, indicating a potential upside of 8.40%. Zscaler has a consensus target price of $238.53, indicating a potential downside of 5.33%. Given Shopify's higher probable upside, equities analysts clearly believe Shopify is more favorable than Zscaler.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Shopify	1 Sell rating(s)	14 Hold rating(s)	26 Buy rating(s)	2 Strong Buy rating(s)	2.67
Zscaler	0 Sell rating(s)	8 Hold rating(s)	25 Buy rating(s)	1 Strong Buy rating(s)	2.79

Does the MarketBeat Community believe in SHOP or ZS?

Shopify received 897 more outperform votes than Zscaler when rated by MarketBeat users. Likewise, 66.30% of users gave Shopify an outperform vote while only 60.98% of users gave Zscaler an outperform vote.

Company	Underperform	Outperform
Shopify	Outperform Votes 1430 66.30%	Underperform Votes 727 33.70%
Zscaler	Outperform Votes 533 60.98%	Underperform Votes 341 39.02%

Summary

Shopify beats Zscaler on 16 of the 19 factors compared between the two stocks.