SailPoint (SAIL) vs Zscaler (ZS)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 10, 2026.
Summary
SailPoint (SAIL) has outperformed Zscaler (ZS) over the past year, losing 10.9% versus a loss of 25.8%. Zscaler is the larger company by market cap ($38.11 billion vs $11.86 billion), about 3.2 times the size. On valuation, Zscaler trades at a lower forward P/E (41.7x vs 51.5x for SailPoint).
Zscaler converts more of its revenue into profit, with a net margin of -1.9% versus -25.2%.
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 | SAIL | ZS |
|---|---|---|
| Share price | $20.77 | $233.73 |
| Market cap | $11.86B | $38.11B |
| 1-day change | +3.75% | +7.80% |
| YTD return | +2.67% | +3.92% |
| 1-year return | -10.86% | -25.85% |
| 5-year return | — | -20.15% |
| Forward P/E | 51.54 | 41.72 |
| EPS (TTM) | $-0.34 | $-0.39 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $1.07B | $3.35B |
| Revenue growth (YoY) | +24.35% | +25.42% |
| Net income (latest FY) | $-270.05M | $-63.18M |
| Gross margin | 64.47% | 76.80% |
| Operating margin | -28.70% | -3.98% |
| Net margin | -25.21% | -1.88% |
| 52-week high | $23.89 | $336.99 |
| 52-week low | $10.30 | $114.63 |
| Distance from 52-week high | -13.06% | -30.64% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +4.62% | -0.15% |
| Average volume | 4.23M | 2.82M |
| Shares outstanding | 570.91M | 163.05M |
| Employees | 3,229 | 8,700 |
| Sector | Technology | Technology |
| Industry | Software - Infrastructure | Software - Infrastructure |
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
- Zscaler is about 3.2 times larger than SailPoint by market value ($38.11B vs $11.86B).
- SAIL has outperformed ZS by 15.0 percentage points over the past year.
- Zscaler is more profitable, keeping -1.9 cents of every revenue dollar as net income versus -25.2 cents for SailPoint.
About SailPoint
SAIL stock →SailPoint, Inc. delivers solutions to enable identity security for the enterprise in the Americas, Europe, the Middle East, Africa, the Asia-Pacific, and internationally.
Technology · Software - Infrastructure · 3,229 employees
About Zscaler
ZS stock →Zscaler, Inc. operates as a cloud security company worldwide.
Technology · Software - Infrastructure · 8,700 employees
SAIL vs ZS FAQ
Which is bigger, SailPoint or Zscaler?
Zscaler (ZS) is larger, with a market capitalization of $38.11B compared with $11.86B for SailPoint (SAIL).
Which stock has performed better over the past year, SAIL or ZS?
SAIL returned -10.86% over the past 12 months, compared with -25.85% for ZS (price return, excluding dividends). Past performance does not predict future results.
Are SailPoint and Zscaler in the same industry?
Yes. Both are classified in the Software - Infrastructure industry within the Technology sector.