VeriSign, Inc. (VRSN) vs Zscaler, Inc. (ZS)
VeriSign, Inc. and Zscaler, Inc. are both Software Infrastructure companies. Zscaler, Inc. is the larger, with a market value of $33.8B against $26.4B — 1.3× the size. Zscaler, Inc. has negative trailing earnings, so its P/E is not meaningful; VeriSign, Inc. trades at 31.1×. Zscaler, Inc. grew revenue faster over the last twelve months: 25.4% against 6.86%. VeriSign, Inc. has the higher net margin (49.8% vs −1.88%) and the higher return on invested capital (0.00% vs −10.2%). Across the 20 metrics below, VeriSign, Inc. leads on 13 and Zscaler, Inc. on 7.
Valuation
Profitability
| Metric | VRSN | ZS | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 88.47% | 76.80% | 61.23% |
| Operating margin | 67.86% | (3.98%) | 0.00% |
| Net margin | 49.77% | (1.88%) | 0.00% |
| Free cash flow margin | 62.42% | 23.24% | 1.67% |
| Return on equity | (40.02%) | (2.87%) | 0.59% |
| Return on assets | 52.95% | (0.88%) | 0.00% |
| Return on invested capital | 0.00% | (10.15%) | 0.00% |
Growth
Health
Dividend
Size
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