Should Investors Buy Zscaler Stock Instead of Okta Stock?
2 extracted signals · 2 resolved · 0 still active
Parkev Tatevosian, CFAIndependent analyst profile- Source published
- 26 Jul 2026, 15:15 UTC
- Recorded by Tahlil Plus
- 26 Jul 2026, 16:52 UTC
AI-generated source summary
The analysis compares Zscaler (ZS) and Okta (OKTA) within the cybersecurity sector, focusing on key financial metrics over the last decade and projected performance. Both companies have demonstrated significant revenue growth, with Zscaler surpassing Okta in trailing twelve months revenue recently. Operating margins also show improvement for both, with Okta's improving trend more pronounced, moving from negative to positive territory while Zscaler remains in the negative but shows a positive trend. Return on invested capital shows both companies improving but still below their weighted average cost of capital, with Okta showing a slight edge. Valuation-wise, both are trading at similar forward P/E ratios, indicating a close market perception. However, Zscaler's forward P/E has been at a premium compared to Okta's, although this gap has narrowed recently. Based on a discounted cash flow model, Zscaler's intrinsic value is estimated at $172.63, trading at $148.72, suggesting it is undervalued. Okta's intrinsic value is estimated at $125.56, trading at $141.71, suggesting it is overvalued. The analysis favors Zscaler for its growth and valuation metrics, despite Okta's improving operating margins.
AI-generated summary based on the source content.
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Parkev Tatevosian, CFA
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