Unity Software Inc vs Zscaler Inc — how do they compare? Unity Software Inc trades at $44.39 (market cap $19.31B), while Zscaler Inc trades at $176.2 (market cap $28.87B). The key difference: Zscaler Inc is the larger of the two by market cap, and Unity Software Inc is trading nearer its 52-week high, Zscaler Inc nearer its low. Which is the better fit depends on your goals.
| U | ZS | |
|---|---|---|
Market Cap | $19.31B | $28.87B |
Sector | Technology | Technology |
52-Week High | $49.47 | $336.27 |
52-Week Low | $17.13 | $118.05 |
Enterprise Value | $19.19B | $27.20B |
Signals from Pluang's Aura AI — not financial advice
Unity Software (U) trades at $44.11, up 2.34% on the day, with a bullish technical signal from moving averages but overbought RSI levels. The company reported strong Q2 2026 earnings, beating estimates with revenue growth of 24% year-over-year, driven by its Vector advertising platform. Despite negative net income margins, cash flow from operations improved to $423 million in 2025, and analyst consensus remains strongly positive with a $47.45 price target.
The outlook is optimistic due to accelerating AI platform growth and margin expansion, but risks include persistent unprofitability, high valuation multiples, and competitive pressures. Upside potential exists if the company achieves GAAP profitability as guided, while downside could stem from execution missteps or macroeconomic headwinds affecting ad spending.
Zscaler (ZS) trades at $176.94, up 0.15% with strong bullish technical signals and positive analyst sentiment. The stock shows consistent revenue growth from $1.1B in 2022 to $2.67B in 2025, though it remains unprofitable with a -2.44% net margin. Recent earnings beats and leadership in Gartner Magic Quadrant for SASE platforms highlight operational strength. Current price sits near resistance at $177 with RSI indicating overbought conditions.
Outlook remains positive with 79% analyst buy ratings and $191.81 consensus target, but risks include negative profitability, high valuation multiples (P/S 8.94), and projected negative cash flow in 2026. The cybersecurity leader benefits from AI-driven security demand but faces execution risks amid competitive pressures.
Trailing returns across standard periods
Latest headlines on both assets
Unity Software Inc provides a software platform for creating and operating interactive, real-time 3D content. The platform can be used to create, run and monetize interactive, real-time 2D and 3D content for mobile phones, tablets, PCs, consoles, and augmented and virtual reality devices. The business is spread across the United States, Greater China, EMEA, APAC and Other Americas, of which key revenue is derived from the EMEA region. The products are used in the gaming industry, architecture and construction sector, animation industry, and designing sector.
Read more on U →Zscaler is a security-as-a-service firm that offers its customers cloud-delivered solutions for protecting user devices and data. The firm leverages its position in 150 colocation data centers to deliver traditionally appliance-based security functionality, such as firewalls and sandboxes, as a completely cloud-native platform. The firm focuses on large enterprise customers and offers two primary product suites: Zscaler Internet Access, which securely connects users to externally managed application and websites (such as Salesforce and Google), and Zscaler Private Access, which securely connects users to internally managed applications. Both product suites encompass a broad gamut of capabilities situated across the traditional security stack.
Read more on ZS →