WorkdayZscaler

Workday vs Zscaler

This page compares Workday and Zscaler, outlining their business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.

Why It's Moving

Workday

Workday President Heads to Barclays Conference as Cloud HR Sector Eyes AI Momentum

  • President Gerrit Kazmaier presents today at Barclays 23rd Annual Global Technology Conference, highlighting Workday's enterprise AI platform for people and finance management[3].
  • Recent insider activity on December 4 included sales by founder David Duffield totaling over $6M, routine for executives in a high-growth tech firm[1].
  • Analysts maintain strong buy ratings with 23% upside potential, fueled by Workday's real-time insights and efficiency tools amid sector-wide agility demands[4].
Sentiment:
⚖️Neutral
Zscaler

Zscaler Hits Oversold Levels as Analysts Signal Potential Rebound Amid Mixed Signals

  • RSI at 27.83 flags ZS as oversold, suggesting heavy selling may be winding down and paving the way for a supply-demand rebalance.
  • Consensus EPS estimates rose 11.8% in the last 30 days, reflecting analysts' optimism about Zscaler's earnings trajectory and near-term price lift.
  • Zacks Rank #2 (Buy) places ZS in the top 20% of stocks, bolstered by positive EPS surprise trends despite a recent Bernstein downgrade to Market Perform.
Sentiment:
⚖️Neutral

Which Baskets Do They Appear In?

SaaS & Cloud Computing

SaaS & Cloud Computing

Invest in the digital revolution that's reshaping how businesses operate worldwide. This collection of carefully selected stocks represents companies at the forefront of software innovation, cloud technology, and digital transformation.

Published: May 23, 2025

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Investment Analysis

Workday

Pros

  • Workday's fiscal 2025 subscription revenue is projected to grow 17%, reaching $7.703 billion, indicating strong demand for its cloud applications.
  • The company maintains a solid non-GAAP operating margin forecast of 25.5%, demonstrating efficient profitability in its core business.
  • Analyst consensus strongly supports Workday with a 'Buy' rating and an average price target around $285, reflecting confidence in its growth prospects.

Considerations

  • Workday's valuation remains very high with a price-to-earnings ratio over 100, suggesting the stock may be overvalued relative to earnings.
  • The stock price has recently shown bearish technical sentiment and is forecasted to decline slightly in the near term.
  • The company faces intense competition in the enterprise cloud applications market, which could pressure market share and growth.
Zscaler

Pros

  • Zscaler is a leading provider in cloud security, a sector with strong growth driven by increasing cybersecurity demands.
  • The company has demonstrated robust revenue growth and is expanding its customer base in both domestic and international markets.
  • Zscaler benefits from a scalable cloud-native platform, which provides competitive advantages and operational efficiencies.

Considerations

  • Zscaler operates in a highly competitive and rapidly evolving cybersecurity market, facing risks from larger incumbents and innovative startups.
  • Its stock price can be volatile due to sensitivity to macroeconomic factors and tech-sector cycles.
  • The company has yet to consistently generate positive net income, reflecting profitability challenges in its growth phase.

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Frequently asked questions