NetApp, Inc. (NTAP) vs Zscaler, Inc. (ZS)
NetApp, Inc. and Zscaler, Inc. are both Software Infrastructure companies. NetApp, Inc. is the larger, with a market value of $38.8B against $33.8B — 1.1× the size. Zscaler, Inc. has negative trailing earnings, so its P/E is not meaningful; NetApp, Inc. trades at 28.0×. Zscaler, Inc. grew revenue faster over the last twelve months: 25.4% against 12.2%. NetApp, Inc. has the higher net margin (19.2% vs −1.88%) and the higher return on invested capital (283.9% vs −10.2%). Across the 21 metrics below, NetApp, Inc. leads on 13 and Zscaler, Inc. on 8.
Valuation
Profitability
| Metric | NTAP | ZS | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 70.63% | 76.80% | 61.23% |
| Operating margin | 25.02% | (3.98%) | 0.00% |
| Net margin | 19.19% | (1.88%) | 0.00% |
| Free cash flow margin | 22.32% | 23.24% | 1.67% |
| Return on equity | 114.82% | (2.87%) | 0.59% |
| Return on assets | 13.74% | (0.88%) | 0.00% |
| Return on invested capital | 283.94% | (10.15%) | 0.00% |
Growth
Health
Dividend
Size
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