Pricing Log in Create free account

Block, Inc. (XYZ) vs Zscaler, Inc. (ZS)

Block, Inc. and Zscaler, Inc. are both Software Infrastructure companies. Block, Inc. is the larger, with a market value of $50.8B against $33.2B — 1.5× the size. Zscaler, Inc. has negative trailing earnings, so its P/E is not meaningful; Block, Inc. trades at 112×. Zscaler, Inc. grew revenue faster over the last twelve months: 25.4% against 6.98%. Block, Inc. has the higher net margin (1.80% vs −1.88%) and the higher return on invested capital (3.58% vs −10.2%). Across the 21 metrics below, Block, Inc. leads on 14 and Zscaler, Inc. on 7.

Valuation

Metric XYZ ZS Software Infrastructure median
P/E 111.61 n/m 24.43
P/S 1.98 9.80 2.81
P/B 2.22 12.65 2.88
Price to free cash flow 14.73 42.25 17.94
EV/EBITDA 135.86 119.10 14.51
EV/Sales 1.96 9.61 2.91
Earnings yield 0.90% (0.19%) 0.00%
Free cash flow yield 6.79% 2.37% 0.49%

Profitability

Metric XYZ ZS Software Infrastructure median
Gross margin 47.50% 76.80% 57.45%
Operating margin 4.64% (3.98%) 0.00%
Net margin 1.80% (1.88%) 0.00%
Free cash flow margin 13.47% 23.24% 0.00%
Return on equity 2.03% (2.87%) 0.00%
Return on assets 1.15% (0.88%) 0.00%
Return on invested capital 3.58% (10.15%) 0.00%

Growth

Metric XYZ ZS Software Infrastructure median
Revenue growth (TTM) 6.98% 25.42% 14.28%
EPS growth (last fiscal year) (53.95%) (44.44%) 18.26%
Revenue growth, 5-year CAGR 20.56% 37.87% 16.15%
Net income growth, 5-year CAGR 43.70% 0.00% 0.00%

Health

Metric XYZ ZS Software Infrastructure median
Debt to equity 0.25 0.65 0.02
Current ratio 2.23 1.70 1.53
Net debt to EBITDA 0.22 (6.57) 0.05

Dividend

Metric XYZ ZS Software Infrastructure median
Dividend yield — — 1.06%
Payout ratio — — 0.29

Size

Metric XYZ ZS Software Infrastructure median
Market cap 50.80b 33.24b 661.51m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack