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OKTA vs ZS
Which Stock Would AI Choose? Okta (OKTA) vs. Zscaler (ZS) Stock Comparison
Key Takeaways
- Both OKTA and ZS operate in the cybersecurity sector, with Okta focused on identity and access management and Zscaler emphasizing cloud-based zero-trust security.
- Recent market activity shows OKTA trading near $92 with modest year-to-date gains, while ZS has demonstrated stronger short-term momentum around $182 amid analyst upgrades.
- Okta reported solid fiscal results earlier in 2026 and received recognition as a leader in workforce identity platforms, supporting stable positioning despite growth moderation concerns.
- Zscaler delivered robust revenue growth of approximately 26% year-over-year in recent quarters, bolstered by an announced acquisition to enhance AI-driven security capabilities.
- Relative performance highlights trade-offs: OKTA offers potentially more accessible valuation, whereas ZS exhibits faster expansion in annual recurring revenue.
- Market sentiment for both reflects broader cybersecurity sector dynamics, including responses to artificial intelligence developments and macroeconomic factors.
Introduction
Okta and Zscaler represent prominent players in the cybersecurity industry, each addressing critical aspects of enterprise security infrastructure. This comparison examines their business models, recent stock behavior, and market positioning to assist traders and investors evaluating relative opportunities within the sector. The analysis draws on observable performance metrics and developments over recent weeks, providing context for those monitoring technology and security equities amid evolving digital threats and competitive landscapes. It is particularly relevant for market participants focused on growth-oriented technology stocks and sector-specific momentum shifts.
OKTA Overview and Recent Performance
Okta, Inc. provides identity and access management solutions that enable secure user authentication across cloud and on-premises environments. In recent market activity, the stock has shown resilience, trading around $92 with year-to-date returns near 7% and one-year gains exceeding 25%. Key influences include recognition as a leader in the 2026 Forrester Wave for workforce identity security platforms and preparation for upcoming earnings. Earlier fiscal results demonstrated revenue growth in the low double digits alongside improving margins, though analysts have noted moderating expansion rates and valuation considerations. Sentiment has been supported by product leadership but tempered by sector-wide discussions around artificial intelligence tools potentially affecting traditional security stacks.
ZS Overview and Recent Performance
Zscaler, Inc. delivers cloud-native security services centered on zero-trust network access and data protection for distributed workforces. Recent performance reflects notable volatility with the stock around $182, including intraday gains exceeding 6% in late May sessions amid positive analyst commentary. The company has reported consistent revenue increases near 26% year-over-year in recent quarters, supported by annual recurring revenue expansion and an announced acquisition of Symmetry Systems to strengthen AI security offerings. Broader influences include responses to earnings guidance and sector rotation, with price targets reflecting optimism tempered by prior adjustments. Market activity highlights sustained demand for cloud security solutions despite macroeconomic uncertainties.
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Head-to-Head Comparison
Okta and Zscaler both serve enterprise cybersecurity needs but target complementary niches: Okta emphasizes identity governance and single sign-on capabilities, while Zscaler focuses on inline cloud security and secure access service edge architectures. Growth drivers differ, with Zscaler exhibiting stronger recent revenue and annual recurring revenue acceleration compared to Okta’s more measured expansion. Recent momentum favors Zscaler following acquisition news and analyst support, whereas Okta has benefited from independent platform recognition. Risk factors include valuation premiums for Zscaler and potential growth deceleration for Okta amid competitive and technological shifts. Sector exposure remains aligned within cybersecurity, though sentiment varies with each firm’s positioning relative to artificial intelligence integration and macroeconomic sensitivity. Trade-offs center on Zscaler’s higher growth trajectory versus Okta’s relatively more established market presence.
Tickeron AI Verdict
Based on observable factors such as revenue consistency, recent catalysts including acquisitions, and relative momentum in analyst sentiment, Tickeron’s AI would currently assign a probabilistic edge to ZS over OKTA. Zscaler’s stronger growth metrics and positioning in AI-enhanced security appear to support more sustained trend alignment in the near term, though both equities remain subject to sector volatility and broader market influences.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OKTA is a Hold and ZS is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
OKTA’s FA Score shows that 0 FA rating(s) are green whileZS’s FA Score has 0 green FA rating(s).
- OKTA’s FA Score: 0 green, 5 red.
- ZS’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
OKTA’s TA Score shows that 5 TA indicator(s) are bullish while ZS’s TA Score has 4 bullish TA indicator(s).
- OKTA’s TA Score: 5 bullish, 4 bearish.
- ZS’s TA Score: 4 bullish, 5 bearish.
Price Growth
OKTA (@Computer Communications) experienced а +7.70% price change this week, while ZS (@Computer Communications) price change was +7.07% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was +2.04%. For the same industry, the average monthly price growth was +4.14%, and the average quarterly price growth was +7.68%.
Reported Earning Dates
OKTA is expected to report earnings on Sep 02, 2026.
ZS is expected to report earnings on Sep 08, 2026.
Industries' Descriptions
@Computer Communications (+2.04% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
| OKTA | ZS | OKTA / ZS | |
| Capitalization | 25.8B | 24.3B | 106% |
| EBITDA | 366M | 144M | 254% |
| Gain YTD | 63.548 | -34.497 | -184% |
| P/E Ratio | 84.01 | N/A | - |
| Revenue | 3B | 3.17B | 94% |
| Total Cash | 2.59B | 3.54B | 73% |
| Total Debt | 411M | 1.86B | 22% |
OKTA | ZS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 12 | 17 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 57 Fair valued | 48 Fair valued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 89 | 93 | |
PRICE GROWTH RATING 1..100 | 40 | 78 | |
P/E GROWTH RATING 1..100 | 90 | 100 | |
SEASONALITY SCORE 1..100 | n/a | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ZS's Valuation (48) in the Packaged Software industry is in the same range as OKTA (57). This means that ZS’s stock grew similarly to OKTA’s over the last 12 months.
ZS's Profit vs Risk Rating (100) in the Packaged Software industry is in the same range as OKTA (100). This means that ZS’s stock grew similarly to OKTA’s over the last 12 months.
OKTA's SMR Rating (89) in the Packaged Software industry is in the same range as ZS (93). This means that OKTA’s stock grew similarly to ZS’s over the last 12 months.
OKTA's Price Growth Rating (40) in the Packaged Software industry is somewhat better than the same rating for ZS (78). This means that OKTA’s stock grew somewhat faster than ZS’s over the last 12 months.
OKTA's P/E Growth Rating (90) in the Packaged Software industry is in the same range as ZS (100). This means that OKTA’s stock grew similarly to ZS’s over the last 12 months.
| OKTA | ZS | |
|---|---|---|
| RSI ODDS (%) | 5 days ago 89% | N/A |
| Stochastic ODDS (%) | 5 days ago 80% | 5 days ago 80% |
| Momentum ODDS (%) | 5 days ago 73% | 5 days ago 77% |
| MACD ODDS (%) | 5 days ago 85% | 5 days ago 69% |
| TrendWeek ODDS (%) | 5 days ago 71% | 5 days ago 77% |
| TrendMonth ODDS (%) | 5 days ago 70% | 5 days ago 80% |
| Advances ODDS (%) | 5 days ago 72% | 5 days ago 76% |
| Declines ODDS (%) | 20 days ago 73% | 20 days ago 79% |
| BollingerBands ODDS (%) | 5 days ago 83% | 5 days ago 71% |
| Aroon ODDS (%) | 5 days ago 70% | 5 days ago 82% |
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OKTA and
Correlation & Price change
A.I.dvisor indicates that over the last year, OKTA has been closely correlated with CRWD. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if OKTA jumps, then CRWD could also see price increases.
| Ticker / NAME | Correlation To OKTA | 1D Price Change % | ||
|---|---|---|---|---|
| OKTA | 100% | N/A | ||
| CRWD - OKTA | 67% Closely correlated | N/A | ||
| TENB - OKTA | 66% Loosely correlated | N/A | ||
| SAIL - OKTA | 65% Loosely correlated | N/A | ||
| PANW - OKTA | 62% Loosely correlated | N/A | ||
| RBRK - OKTA | 61% Loosely correlated | +4.45% | ||
More | ||||
ZS and
Correlation & Price change
A.I.dvisor indicates that over the last year, ZS has been closely correlated with COIN. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is a high statistical probability that if ZS jumps, then COIN could also see price increases.