Corpay, Inc. (CPAY) vs Zscaler, Inc. (ZS)
Corpay, Inc. and Zscaler, Inc. are both Software Infrastructure companies. Zscaler, Inc. is the larger, with a market value of $33.8B against $26.3B — 1.3× the size. Zscaler, Inc. has negative trailing earnings, so its P/E is not meaningful; Corpay, Inc. trades at 23.9×. Zscaler, Inc. grew revenue faster over the last twelve months: 25.4% against 20.4%. Corpay, Inc. has the higher net margin (22.6% vs −1.88%) and the higher return on invested capital (0.00% vs −10.2%). Across the 21 metrics below, Corpay, Inc. leads on 16 and Zscaler, Inc. on 5.
Valuation
Profitability
| Metric | CPAY | ZS | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 100.00% | 76.80% | 61.23% |
| Operating margin | 43.74% | (3.98%) | 0.00% |
| Net margin | 22.58% | (1.88%) | 0.00% |
| Free cash flow margin | 32.63% | 23.24% | 1.67% |
| Return on equity | 30.01% | (2.87%) | 0.59% |
| Return on assets | 4.66% | (0.88%) | 0.00% |
| Return on invested capital | 0.00% | (10.15%) | 0.00% |
Growth
Health
Dividend
Size
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