Análisis Argos
ZS
ZSCara
Zscaler, Inc. · Technology
US$ 147.33
precio al 2026-07-04
Valor justo Argos*
US$ 106
vs. su valor justo
−28%
Score Argos
32/100
LA RESPUESTA
El mercado le pide crezca 57.5% al año — más de lo que ha demostrado (2.4%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Tiene más caja que deuda: balance fuerte.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
VALOR1/6FUTURO6/6PASADO1/6SALUD1/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO6/6PASADO1/6SALUD1/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial débil
SaludBalance frágil
DividendoEl dividendo aún duerme
Score Argos32de 100Cara
Ingresos23%
US$ 2.7 B
Margen operativo16%
-4.8%
Flujo de caja libre26%
US$ 0.7 B
Deuda neta
US$ -0.6 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 23.8B
P/E
EV/EBITDA
FCF yield3.1%
ROIC-10.6%
Margen operativo-4.8%
Crecim. ingresos+23.3%/año
Piotroski F4/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

fool.com · 3 jul
Can Zscaler Recover From Its 34% YTD Drop?
Zscaler remains unprofitable while forecasting mid-teens revenue growth in fiscal 2027. The slow growth rates amid the AI boom run in sharp contrast to other cybersecurity stocks, including CrowdStrike and Fortinet.
zacks.com · 2 jul
Brokers Suggest Investing in Zscaler (ZS): Read This Before Placing a Bet
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
newsfilecorp.com · 30 jun
ZS INVESTOR REMINDER: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Zscaler
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Significant Losses In Zscaler To Contact Him Directly To Discuss Their Options If you suffered significant losses in Zscaler stock or options and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] New York, New York--(Newsfile Corp. - June 30, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Zscaler, Inc. ("Zscaler" or the "Company") (NASDAQ: ZS).
seekingalpha.com · 29 jun
Zscaler: Why The FY27 Reset Is Just A Hiccup
Zscaler remains a "Strong Buy" despite recent volatility and decelerating growth, supported by robust cybersecurity demand and AI-driven resilience. ZS delivered 25% YoY revenue growth to $850 million, beat guidance, and achieved 100 bps non-GAAP operating margin expansion, though GAAP losses widened. Management guides for 22% Q4 and 17% FY27 revenue growth, citing sales leadership volatility but expects long-term acceleration from agentic AI adoption.
marketbeat.com · 29 jun
5 Tech Stocks to Buy on the July Pullback
Every trader and investor should keep one principle close: wait for the opportunistic entry. Opportunistic entries are those unforeseeable, often irrational, price pullbacks that occur in otherwise healthy, growing, and attractive stocks.
seekingalpha.com · 29 jun
Zscaler: Flex Bookings And Consumption Pricing Are Boosting Growth
Zscaler has experienced a ~40% YTD selloff despite continued quarterly beat-and-raise performance and robust fundamentals. ZS maintains mid-20s revenue growth at a $3 billion+ scale, with no clear signs of AI-driven disruption to its cybersecurity business. The company is transitioning from seat-based to consumption-based pricing, positioning itself ahead of employment-driven demand shifts.
newsfilecorp.com · 28 jun
ZS INVESTOR REMINDER: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Zscaler
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Significant Losses In Zscaler To Contact Him Directly To Discuss Their Options If you suffered significant losses in Zscaler stock or options and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] New York, New York--(Newsfile Corp. - June 28, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Zscaler, Inc. ("Zscaler" or the "Company") (NASDAQ: ZS).
zacks.com · 25 jun
Why Is Zscaler (ZS) Up 0.7% Since Last Earnings Report?
Zscaler (ZS) reported earnings 30 days ago. What's next for the stock?

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.