Zscaler (ZS) Competitors

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

Does the media refer more to SHOP or ZS?

In the previous week, Shopify had 3 more articles in the media than Zscaler. MarketBeat recorded 48 mentions for Shopify and 45 mentions for Zscaler. Zscaler's average media sentiment score of 0.96 beat Shopify's score of 0.93 indicating that Zscaler is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Shopify	29 Very Positive mention(s)	8 Positive mention(s)	6 Neutral mention(s)	2 Negative mention(s)	0 Very Negative mention(s)	Positive
Zscaler	23 Very Positive mention(s)	4 Positive mention(s)	9 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive

Which has higher earnings & 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	14.54	$2.02B	$1.23	85.64
Zscaler	$2.55B	18.46	-$57.71M	-$0.26	-1,161.35

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%

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

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

Which has more volatility & risk, SHOP or ZS?

Shopify has a beta of 2.63, indicating that its share price is 163% more volatile than the S&P 500. Comparatively, Zscaler has a beta of 1.09, indicating that its share price is 9% more volatile than the S&P 500.

Do analysts rate SHOP or ZS?

Shopify currently has a consensus price target of $115.39, indicating a potential upside of 9.55%. Zscaler has a consensus price target of $292.38, indicating a potential downside of 3.17%. Given Shopify's higher probable upside, research 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)	28 Buy rating(s)	1 Strong Buy rating(s)	2.81

Does the MarketBeat Community believe in SHOP or ZS?

Shopify received 869 more outperform votes than Zscaler when rated by MarketBeat users. Likewise, 66.28% of users gave Shopify an outperform vote while only 61.69% of users gave Zscaler an outperform vote.

Company	Underperform	Outperform
Shopify	Outperform Votes 1431 66.28%	Underperform Votes 728 33.72%
Zscaler	Outperform Votes 562 61.69%	Underperform Votes 349 38.31%

Summary

Shopify beats Zscaler on 14 of the 19 factors compared between the two stocks.