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

$57.74B

Market Cap

$34.21B

39.09%

Potential Profit

48.27%

Buy

Analyst Rating

Buy

Why It's Moving

Autodesk Slashes 7% of Workforce to Fuel AI and Cloud Push Amid Surging Q4 Outlook.

Restructuring targets customer-facing sales roles, completing sales optimization and freeing resources for AI-driven tools like generative design that promise faster workflows and new industry demand.
Expects $135M-$160M in pre-tax charges, with most cash hits in FY2027, but plans to reinvest savings to scale platform leadership and long-term growth.
Q4 metrics now beat prior high-end guidance from November, highlighting strong business momentum as Autodesk pivots to industrial AI amid recent 5% stock pop on design buzz.

Sentiment:

🐃Bullish

Zscaler Climbs Modestly Amid Anticipation for Upcoming Earnings Beat

Analysts forecast Q2 EPS of $0.89, a 14.1% year-over-year jump, and revenue of $798 million, up 23.17%, highlighting accelerating demand for cloud-native cybersecurity.
Recent analyst updates lean bullish, with multiple buy ratings and price targets up to $290 from firms like BMO Capital and Rosenblatt, reflecting optimism on business momentum.
Despite a premium Forward P/E of 54.34 versus the industry average, Zscaler's PEG ratio of 2.98 supports its growth trajectory amid sector tailwinds.

Sentiment:

🐃Bullish

Autodesk Slashes 7% of Workforce to Fuel AI and Cloud Push Amid Surging Q4 Outlook.

Restructuring targets customer-facing sales roles, completing sales optimization and freeing resources for AI-driven tools like generative design that promise faster workflows and new industry demand.
Expects $135M-$160M in pre-tax charges, with most cash hits in FY2027, but plans to reinvest savings to scale platform leadership and long-term growth.
Q4 metrics now beat prior high-end guidance from November, highlighting strong business momentum as Autodesk pivots to industrial AI amid recent 5% stock pop on design buzz.

Sentiment:

🐃Bullish

Zscaler Climbs Modestly Amid Anticipation for Upcoming Earnings Beat

Analysts forecast Q2 EPS of $0.89, a 14.1% year-over-year jump, and revenue of $798 million, up 23.17%, highlighting accelerating demand for cloud-native cybersecurity.
Recent analyst updates lean bullish, with multiple buy ratings and price targets up to $290 from firms like BMO Capital and Rosenblatt, reflecting optimism on business momentum.
Despite a premium Forward P/E of 54.34 versus the industry average, Zscaler's PEG ratio of 2.98 supports its growth trajectory amid sector tailwinds.

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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