CoreWeave Inc. (CRWV) vs Zscaler, Inc. (ZS)
CoreWeave Inc. and Zscaler, Inc. are both Software Infrastructure companies. CoreWeave Inc. is the larger, with a market value of $50.5B against $33.8B — 1.5× the size. CoreWeave Inc. grew revenue faster over the last twelve months: 115.3% against 25.4%. Zscaler, Inc. has the higher net margin (−1.88% vs −25.4%) and the lower return on invested capital (−10.2% vs −0.43%). Across the 18 metrics below, Zscaler, Inc. leads on 11 and CoreWeave Inc. on 7.
Valuation
Profitability
| Metric | CRWV | ZS | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 67.42% | 76.80% | 61.23% |
| Operating margin | (3.04%) | (3.98%) | 0.00% |
| Net margin | (25.42%) | (1.88%) | 0.00% |
| Free cash flow margin | (179.91%) | 23.24% | 1.67% |
| Return on equity | (50.22%) | (2.87%) | 0.59% |
| Return on assets | (3.73%) | (0.88%) | 0.00% |
| Return on invested capital | (0.43%) | (10.15%) | 0.00% |
Growth
Health
Dividend
Size
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