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Compare · IOT vs ZS

IOT vs ZS

Side-by-side comparison of Samsara Inc. (IOT) and Zscaler Inc. (ZS): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both IOT and ZS operate in EDP Services (Technology), so they compete in similar markets.
  • ZS is the larger of the two at $28.84B, about 1.3x IOT ($22.76B).
  • Over the past year, IOT is up 10.1% and ZS is down 35.1% - IOT leads by 45.2 points.
  • IOT has been more active in the news (8 items in the past 4 weeks vs 3 for ZS).
  • Both have 25 recent analyst ratings on file.
PerformanceIOT+10.11%ZS-35.07%
2025-09-02+0.00%2026-09-01
MetricIOTZS
Company
Samsara Inc.
Zscaler Inc.
Price
$39.09-4.28%
$178.31-5.42%
Market cap
$22.76B
$28.84B
1M return
+5.29%
+15.48%
1Y return
+10.11%
-35.07%
Industry
EDP Services
EDP Services
Exchange
NYSE
NASDAQ
IPO
2021
2018
News (4w)
8
3
Recent ratings
25
25
IOT

Samsara Inc.

Samsara is the pioneer of the Connected Operations Cloud, which allows businesses that depend on physical operations to harness IoT (Internet of Things) data to develop actionable business insights and improve their operations. Samsara operates in North America and Europe and serves more than 20,000 customers across a wide range of industries including transportation, wholesale and retail trade, construction, field services, logistics, utilities and energy, government, healthcare and education, manufacturing, and food and beverage.

ZS

Zscaler Inc.

Zscaler, Inc. operates as a cloud security company worldwide. The company provides Zscaler Internet Access solution that provides users, servers, operational technology, Internet of Things device secure access to externally managed applications, including software-as-a-service (SaaS) applications and Internet destinations; and Zscaler Private Access solution, which is designed to provide access to managed applications hosted internally in data centers, and private or public clouds. It also offers Zscaler Digital Experience that measures end-to-end user experience across business applications, as well as provides an easy to understand digital experience score for each user, application, and location within an enterprise. In addition, the company provides workload segmentation solutions comprising Zscaler Cloud Security Posture Management that identifies and remediates application misconfigurations in SaaS, infrastructure as a service, and platform as a service to reduce risk and ensure compliance with industry and organizational benchmarks; and Zscaler Cloud Workload Segmentation, which is designed to secure application-to-application communications inside public clouds and data centers to stop lateral threat movement, as well as prevents application compromise and reduces the risk of data breaches. Its platform modules include Zscaler Central Authority, Zscaler Enforcement Node, and Zscaler Log Servers. It serves customers in airlines and transportation, conglomerates, consumer goods and retail, financial services, healthcare, manufacturing, media and communications, public sector and education, technology, and telecommunications services industries. The company was formerly known as SafeChannel, Inc., and changed its name to Zscaler, Inc. in August 2008. Zscaler, Inc. was incorporated in 2007 and is headquartered in San Jose, California.

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