stockrowOkta, Inc. (OKTA) vs Zscaler, Inc. (ZS)
- Okta, Inc. OKTA 171.80 −10.08%
- Zscaler, Inc. ZS 205.08 −8.63%
Okta, Inc. and Zscaler, Inc. are both Software Infrastructure companies. Zscaler, Inc. is the larger, with a market value of $33.2B against $29.9B — 1.1× the size. Zscaler, Inc. has negative trailing earnings, so its P/E is not meaningful; Okta, Inc. trades at 102×. Zscaler, Inc. grew revenue faster over the last twelve months: 25.4% against 11.2%. Okta, Inc. has the higher net margin (9.63% vs −1.88%) and the higher return on invested capital (3.10% vs −10.2%). Across the 20 metrics below, Okta, Inc. leads on 16 and Zscaler, Inc. on 4.
Valuation
Profitability
| Metric | OKTA | ZS | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 78.13% | 76.80% | 57.45% |
| Operating margin | 7.55% | (3.98%) | 0.00% |
| Net margin | 9.63% | (1.88%) | 0.00% |
| Free cash flow margin | 31.17% | 23.24% | 0.00% |
| Return on equity | 4.31% | (2.87%) | 0.00% |
| Return on assets | 3.17% | (0.88%) | 0.00% |
| Return on invested capital | 3.10% | (10.15%) | 0.00% |
Growth
Health
Dividend
Size
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