EPAM Systems vs Zscaler
EPAM and ZS side by side, both in computer programming, data processing, and other computer related services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How EPAM and ZS compare
Zscaler is the larger company, worth 5.3 times as much as EPAM Systems ($38.8B against $7.2B).
Zscaler grew revenue faster over the last twelve months (25.4% versus 10.8% for EPAM Systems).
EPAM Systems keeps more of each dollar of sales as profit, with a net margin of 7.2% compared with −1.9% at Zscaler.
EPAM Systems scores higher on the StockData Score (16 against 10 for Zscaler), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | EPAM | ZS |
|---|---|---|
| Size and price | ||
| Market cap | $7.2B | $38.8B |
| Share price | $140.51 | $237.83 |
| Change, 1 year | −13.7% | −25.9% |
| Change, 5 years | −80.1% | −29.7% |
| Beta (5Y) | 1.48 | 1.79 |
| Employees | 14K | 8,700 |
| StockData Score | ||
| Total score | 16 (better) | 10 |
| Valuation score | 6 (better) | 0 |
| Growth score | 1 | 3 (better) |
| Performance score | 4 (better) | 2 |
| Health score | 5 | 5 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 19.0× | – |
| P/S | 1.3× (better) | 11.6× |
| P/B | 2.1× (better) | 14.9× |
| EV/EBITDA | 9.4× (better) | 2478× |
| P/FCF | 15.0× (better) | 45.5× |
| FCF yield | 6.7% (better) | 2.2% |
| Fair value | $210.45 | – |
| Margin of safety | 33.2% | – |
| Growth | ||
| Revenue growth (TTM) | 10.8% | 25.4% (better) |
| Revenue growth, 5Y average | 15.5% | 37.9% (better) |
| Net income growth (TTM) | 0.13% | – |
| EPS growth (TTM) | 5.3% | – |
| EPS growth, 5Y average | 3.7% | – |
| Profitability | ||
| Gross margin | 29.4% | 76.8% (better) |
| Operating margin | 10.0% (better) | −4.0% |
| Net margin | 7.2% (better) | −1.9% |
| FCF margin | 8.6% | 25.4% (better) |
| Return on equity | 11.2% (better) | −2.9% |
| Return on invested capital | 15.3% (better) | −19.5% |
| Financial health | ||
| Debt / equity | 0.01 (better) | 0.00 |
| Net debt / EBITDA | −1.11 | – |
| Interest coverage | – | −11.3× |
| Current ratio | 2.75 (better) | 1.70 |
| Altman Z-score | 6.13 (better) | 4.88 |
| Piotroski F-score | 6 (better) | 3 |
| Dividends and buybacks | ||
| Buyback yield | 9.9% | – |
| Shareholder yield | 9.9% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 111% | 50.9% |
| Held by insiders | 4.2% | 18.9% |
| Insider net buying, 12 months | −$1.6M (better) | −$16.7M |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 13.0% | 4.4% |
Go deeper
- EPAM stock overview
- EPAM income statement
- EPAM valuation and score
- ZS stock overview
- ZS income statement
- ZS valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.