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 $46.1B against $33.8B — 1.4× the size. Zscaler, Inc. has negative trailing earnings, so its P/E is not meaningful; Block, Inc. trades at 132×. Zscaler, Inc. grew revenue faster over the last twelve months: 25.4% against 5.07%. Block, Inc. has the higher net margin (1.43% vs −1.88%) and the higher return on invested capital (3.43% vs −10.2%). Across the 21 metrics below, Block, Inc. leads on 14 and Zscaler, Inc. on 7.
Valuation
Profitability
| Metric | XYZ | ZS | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 46.36% | 76.80% | 61.23% |
| Operating margin | 4.67% | (3.98%) | 0.00% |
| Net margin | 1.43% | (1.88%) | 0.00% |
| Free cash flow margin | 15.50% | 23.24% | 1.67% |
| Return on equity | 1.62% | (2.87%) | 0.59% |
| Return on assets | 0.94% | (0.88%) | 0.00% |
| Return on invested capital | 3.43% | (10.15%) | 0.00% |
Growth
Health
Dividend
Size
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