Zscaler (ZS) Competitors

AppLovin (NASDAQ:APP) and Zscaler (NASDAQ:ZS) are both large-cap business services companies, but which is the superior business? We will compare the two companies based on the strength of their profitability, media sentiment, dividends, community ranking, risk, analyst recommendations, institutional ownership, valuation and earnings.

Do analysts rate APP or ZS?

AppLovin presently has a consensus target price of $338.06, indicating a potential downside of 0.10%. Zscaler has a consensus target price of $225.47, indicating a potential upside of 17.55%. Given Zscaler's higher probable upside, analysts clearly believe Zscaler is more favorable than AppLovin.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
AppLovin	0 Sell rating(s)	4 Hold rating(s)	14 Buy rating(s)	1 Strong Buy rating(s)	2.84
Zscaler	0 Sell rating(s)	11 Hold rating(s)	23 Buy rating(s)	0 Strong Buy rating(s)	2.68

Does the media refer more to APP or ZS?

In the previous week, AppLovin had 13 more articles in the media than Zscaler. MarketBeat recorded 43 mentions for AppLovin and 30 mentions for Zscaler. AppLovin's average media sentiment score of 1.10 beat Zscaler's score of 0.72 indicating that AppLovin is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
AppLovin	28 Very Positive mention(s)	4 Positive mention(s)	10 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive
Zscaler	19 Very Positive mention(s)	3 Positive mention(s)	3 Neutral mention(s)	0 Negative mention(s)	1 Very Negative mention(s)	Positive

Which has preferable earnings & valuation, APP or ZS?

AppLovin has higher revenue and earnings than Zscaler. Zscaler is trading at a lower price-to-earnings ratio than AppLovin, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
AppLovin	$2.63B	43.10	$356.71M	$3.30	102.54
Zscaler	$2.17B	13.58	-$57.71M	-$0.25	-767.24

Is APP or ZS more profitable?

AppLovin has a net margin of 26.85% compared to Zscaler's net margin of -1.58%. AppLovin's return on equity of 122.24% beat Zscaler's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
AppLovin	26.85%	122.24%	21.60%
Zscaler	-1.58%	-0.75%	-0.20%

Which has more risk & volatility, APP or ZS?

AppLovin has a beta of 2.29, indicating that its share price is 129% more volatile than the S&P 500. Comparatively, Zscaler has a beta of 0.87, indicating that its share price is 13% less volatile than the S&P 500.

Do institutionals and insiders believe in APP or ZS?

41.9% of AppLovin shares are held by institutional investors. Comparatively, 46.5% of Zscaler shares are held by institutional investors. 14.7% of AppLovin shares are held by insiders. Comparatively, 18.1% of Zscaler shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Does the MarketBeat Community favor APP or ZS?

Zscaler received 395 more outperform votes than AppLovin when rated by MarketBeat users. Likewise, 60.74% of users gave Zscaler an outperform vote while only 57.07% of users gave AppLovin an outperform vote.

Company	Underperform	Outperform
AppLovin	Outperform Votes 117 57.07%	Underperform Votes 88 42.93%
Zscaler	Outperform Votes 512 60.74%	Underperform Votes 331 39.26%

Summary

AppLovin beats Zscaler on 12 of the 18 factors compared between the two stocks.