Zscaler (ZS) Competitors

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

Do insiders & institutionals believe in ZS or APP?

46.5% of Zscaler shares are owned by institutional investors. Comparatively, 41.8% of AppLovin shares are owned by institutional investors. 18.1% of Zscaler shares are owned by company insiders. Comparatively, 14.7% of AppLovin shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Which has more volatility and risk, ZS or APP?

Zscaler has a beta of 0.88, meaning that its stock price is 12% less volatile than the S&P 500. Comparatively, AppLovin has a beta of 2.33, meaning that its stock price is 133% more volatile than the S&P 500.

Does the MarketBeat Community prefer ZS or APP?

Zscaler received 401 more outperform votes than AppLovin when rated by MarketBeat users. Likewise, 60.95% of users gave Zscaler an outperform vote while only 56.82% of users gave AppLovin an outperform vote.

Company	Underperform	Outperform
Zscaler	Outperform Votes 526 60.95%	Underperform Votes 337 39.05%
AppLovin	Outperform Votes 125 56.82%	Underperform Votes 95 43.18%

Does the media favor ZS or APP?

In the previous week, AppLovin had 44 more articles in the media than Zscaler. MarketBeat recorded 81 mentions for AppLovin and 37 mentions for Zscaler. Zscaler's average media sentiment score of 0.95 beat AppLovin's score of 0.51 indicating that Zscaler is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Zscaler	24 Very Positive mention(s)	1 Positive mention(s)	8 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
AppLovin	39 Very Positive mention(s)	4 Positive mention(s)	35 Neutral mention(s)	3 Negative mention(s)	0 Very Negative mention(s)	Positive

Do analysts recommend ZS or APP?

Zscaler currently has a consensus price target of $232.68, indicating a potential upside of 7.95%. AppLovin has a consensus price target of $438.28, indicating a potential upside of 26.12%. Given AppLovin's stronger consensus rating and higher possible upside, analysts clearly believe AppLovin is more favorable than Zscaler.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Zscaler	0 Sell rating(s)	9 Hold rating(s)	24 Buy rating(s)	0 Strong Buy rating(s)	2.73
AppLovin	1 Sell rating(s)	4 Hold rating(s)	14 Buy rating(s)	1 Strong Buy rating(s)	2.75

Which has higher valuation & earnings, ZS or APP?

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
Zscaler	$2.42B	13.77	-$57.71M	-$0.11	-1,959.50
AppLovin	$4.71B	25.09	$1.58B	$4.54	76.54

Is ZS or APP more profitable?

AppLovin has a net margin of 33.54% compared to Zscaler's net margin of -1.58%. AppLovin's return on equity of 188.55% beat Zscaler's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Zscaler	-1.58%	-0.75%	-0.20%
AppLovin	33.54%	188.55%	29.66%

Summary

AppLovin beats Zscaler on 13 of the 19 factors compared between the two stocks.