Terrific company, terrific growth, with large operational leverage kicking in despite being in the land-grab growth phase still. It’s difficult to assess their competitive position, but within the segment ‘Secure Web Gateways’ it’s strong, but this might very well be too narrow a view of the market. Valuation and the market for high-valued stocks at […]
Entries Tagged as 'ZS'
December 12th, 2018 · Comments Off on Zscaler Turns Profitable A Year Ahead Of Schedule
June 18th, 2018 · Comments Off on Zscaler Security As A Service Delivers
It seems to be a terrific solution commanding an equally terrific valuation. However, there is a lot to be said for the shares as there is already operational leverage and positive free cash flow despite management prioritizing growth. Still, we would wait until the dust settles a bit as the shares have gone parabolic. Source: […]