Live Report · Updated February 2, 2026

Autodesk vs Zscaler

Autodesk, Inc. and Zscaler, Inc. are examined side by side to help readers understand each company’s business approach, financial performance, competitive position, and market context. This page compares their business models, growth drivers, and strategic priorities in a neutral, accessible way. Educational content, not financial advice.

Autodesk, Inc. and Zscaler, Inc. are examined side by side to help readers understand each company’s business approach, financial performance, competitive position, and market context. This page compa...

Comparison Snapshot

Key Financial Metrics

ADSK

Metric

ZS

$54.18B

Market Cap

$31.99B

54.99%

Potential Profit

73.69%

Buy

Analyst Rating

Buy

Why It's Moving

JPMorgan upgrades Autodesk to Overweight as analysts spotlight strong earnings momentum and AI-driven growth.

Q results crushed expectations with EPS of $2.67 versus $2.50 estimated and revenue of $1.85B, up 18% year-over-year, underscoring resilient demand for design software.
FY2026 EPS guidance set at $10.18-$10.25, reflecting sustained growth in AI productivity tools and Autodesk Construction Cloud adoption by contractors seeking efficiency gains.
Broader analyst consensus leans Moderate Buy with an average target over $370, bolstered by strong free cash flow outlook exceeding $2.26B and a ramped-up $1.3B stock repurchase program.

Sentiment:

🐃Bullish

Zscaler's AI Threat Report Sparks Rally Amid Fresh Aussie Partnership Boost

AI report highlighted 100% of enterprise AI systems with critical flaws and 410 million DLP violations linked to ChatGPT, driving a 2.39% stock gain and $852M market cap boost as investors eye Zscaler's leadership in AI-driven security.
Shares surged 2.94% on January 26, hitting an intraday high of $216.70, fueled by momentum in cloud security amid broader AI risk awareness.
New Optus partnership on February 2 targets simplified security for modern workforces, positioning Zscaler to capture growth in high-threat environments.

Sentiment:

🐃Bullish

JPMorgan upgrades Autodesk to Overweight as analysts spotlight strong earnings momentum and AI-driven growth.

Q results crushed expectations with EPS of $2.67 versus $2.50 estimated and revenue of $1.85B, up 18% year-over-year, underscoring resilient demand for design software.
FY2026 EPS guidance set at $10.18-$10.25, reflecting sustained growth in AI productivity tools and Autodesk Construction Cloud adoption by contractors seeking efficiency gains.
Broader analyst consensus leans Moderate Buy with an average target over $370, bolstered by strong free cash flow outlook exceeding $2.26B and a ramped-up $1.3B stock repurchase program.

Sentiment:

🐃Bullish

Zscaler's AI Threat Report Sparks Rally Amid Fresh Aussie Partnership Boost

AI report highlighted 100% of enterprise AI systems with critical flaws and 410 million DLP violations linked to ChatGPT, driving a 2.39% stock gain and $852M market cap boost as investors eye Zscaler's leadership in AI-driven security.
Shares surged 2.94% on January 26, hitting an intraday high of $216.70, fueled by momentum in cloud security amid broader AI risk awareness.
New Optus partnership on February 2 targets simplified security for modern workforces, positioning Zscaler to capture growth in high-threat environments.

Sentiment:

🐃Bullish

Investment Analysis

Autodesk

ADSK

Pros

Autodesk maintains a strong recurring revenue model supported by high customer retention and switching costs.
The company benefits from a network effect moat in design and engineering software, enhancing its competitive position.
Autodesk has delivered consistent revenue growth and high free cash flow return on invested capital over recent years.

Considerations

Autodesk's share price currently trades above its estimated fair value, raising valuation concerns.
The business is exposed to cyclical demand in architecture, engineering, and construction sectors.
Growth may slow if adoption of new products or expansion into adjacent markets lags expectations.

Zscaler

ZS

Pros

Zscaler continues to report strong revenue growth, with recent annual increases above 20% and expanding billings.
The company is well-positioned in high-demand cloud security niches, winning new and larger contracts.
Zscaler's platform benefits from a growing pipeline and increasing enterprise demand for zero-trust solutions.

Considerations

Zscaler trades at a premium valuation, with high price-to-sales and forward earnings multiples.
Margins remain under pressure, with recent bottom-line performance flat despite revenue growth.
Intensifying competition in cybersecurity could challenge future growth and pricing power.

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