Vertiv Holdings Co vs Zscaler Inc — how do they compare? Vertiv Holdings Co trades at $288 (market cap $103.99B), while Zscaler Inc trades at $177.2 (market cap $28.57B). The key difference: Vertiv Holdings Co is far larger — about 3.6× Zscaler Inc's market cap, and Vertiv Holdings Co pays a 0.09% dividend while Zscaler Inc pays none. Which is the better fit depends on your goals.
| VRT | ZS | |
|---|---|---|
Market Cap | $103.99B | $28.57B |
Sector | Technology | Technology |
52-Week High | $376.23 | $336.27 |
52-Week Low | $121.82 | $118.05 |
Enterprise Value | $104.21B | $26.89B |
Dividend Yield | 0.09% | — |
Signals from Pluang's Aura AI — not financial advice
VRT trades at $272.40, down 1.01% on the day, with a bearish technical signal driven by moving averages and RSI levels near overbought territory. The company reported strong Q2 2026 earnings, beating estimates with EPS of $1.52 versus $1.43 expected, and revenue growth is supported by AI data center demand. Recent news highlights its role in AI infrastructure, though legal investigations pose a sentiment risk.
Outlook remains positive with a consensus price target of $386.58, reflecting 42% upside, driven by robust fundamentals and AI tailwinds. Risks include high valuation multiples, competitive pressures, and ongoing legal scrutiny. Investors should weigh growth potential against elevated P/E and market volatility.
Zscaler (ZS) trades at $168.68, up 3.74% on the day, exhibiting strong bullish momentum with a consensus analyst price target of $191.81. The stock shows robust revenue growth, with fiscal 2025 revenue reaching $2.67 billion, though it remains unprofitable with a net income margin of -2.44%. Recent positive developments include being named a Leader in the 2026 Gartner Magic Quadrant for SASE and Security Service Edge, and consistently beating earnings expectations in recent quarters.
The outlook is cautiously optimistic, driven by strong secular trends in cybersecurity and Zero Trust adoption. The primary investment opportunity lies in the company's high revenue growth and market leadership. Key risks include persistent profitability challenges, high valuation multiples like an EV/EBITDA of 177.75, and intense competition in the cybersecurity sector. The stock's near-term performance will be heavily influenced by the upcoming Q2 2026 earnings report.
Trailing returns across standard periods
Latest headlines on both assets
Vertiv is a global leader in critical digital infrastructure, providing essential power, cooling, and IT management solutions for data centers, communication networks, and industrial facilities. As the primary provider of advanced thermal management and liquid cooling systems, Vertiv is a central player in the AI revolution, enabling the extreme density and power requirements of next-generation GPU-driven computing.
Read more on VRT →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 →