Samsara (IOT) vs Zscaler (ZS)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Samsara (IOT) has outperformed Zscaler (ZS) over the past year, gaining 2.3% versus a loss of 30.9%. Zscaler is the larger company by market cap ($35.35 billion vs $24.14 billion), about 1.5 times the size, while Samsara is growing revenue faster (+29.6% vs +25.4%). On valuation, Zscaler trades at a lower forward P/E (38.7x vs 43.5x for Samsara).
Samsara converts more of its revenue into profit, with a net margin of -0.6% versus -1.9%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | IOT | ZS |
|---|---|---|
| Share price | $41.22 | $216.81 |
| Market cap | $24.14B | $35.35B |
| 1-day change | +1.75% | +1.53% |
| YTD return | +16.28% | -3.61% |
| 1-year return | +2.31% | -30.93% |
| 5-year return | — | -27.04% |
| P/E ratio (TTM) | 294.43 | — |
| Forward P/E | 43.48 | 38.70 |
| EPS (TTM) | $0.14 | $-0.39 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $1.62B | $3.35B |
| Revenue growth (YoY) | +29.57% | +25.42% |
| Net income (latest FY) | $-9.12M | $-63.18M |
| Gross margin | 76.74% | 76.80% |
| Operating margin | -3.25% | -3.98% |
| Net margin | -0.56% | -1.88% |
| 52-week high | $47.47 | $336.99 |
| 52-week low | $23.38 | $114.63 |
| Distance from 52-week high | -13.17% | -35.66% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +26.32% | +4.40% |
| Average volume | 6.00M | 2.83M |
| Shares outstanding | 380.27M | 163.05M |
| Employees | 4,100 | 8,700 |
| Sector | Technology | Technology |
| Industry | EDP Services | EDP Services |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- IOT has outperformed ZS by 33.2 percentage points over the past year.
About Samsara
IOT stock →Samsara Inc. provides solutions to connect physical operations data to its connected operations platform in the United States and internationally.
Technology · EDP Services · 4,100 employees
About Zscaler
ZS stock →Zscaler, Inc. operates as a cloud security company worldwide.
Technology · EDP Services · 8,700 employees
IOT vs ZS FAQ
Which is bigger, Samsara or Zscaler?
Zscaler (ZS) is larger, with a market capitalization of $35.35B compared with $24.14B for Samsara (IOT).
Which stock has performed better over the past year, IOT or ZS?
IOT returned +2.31% over the past 12 months, compared with -30.93% for ZS (price return, excluding dividends). Past performance does not predict future results.
Are Samsara and Zscaler in the same industry?
Yes. Both are classified in the EDP Services industry within the Technology sector.