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ZS compared with ESTC: revenue, margins and what each company keeps, and the suppliers and customers both name
ZS
Zscaler, Inc.
Change
Mkt cap
Revenue
Revenue
ESTC
Elastic N.V.
Change
Mkt cap
Revenue
Revenue
vs
Compare
ZS
Zscaler, Inc.
vs
ESTC
Elastic N.V.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
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Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
Revenue flow
ZS: latest quarter is a loss; flow not drawable. ESTC: latest quarter is a loss; flow not drawable.
Method
›
ZS
Zscaler, Inc.
Change
237.86
· pre 237.73
Mkt cap
$38.8B
Revenue
$898M
Q4 FY26
Revenue
$3.4B
FY26
ESTC
Elastic N.V.
Change
97.22
· pre 97.78
Pre-market
Sep 2 '83
Mkt cap
$10.2B
Revenue
$478M
Q1 FY27
Revenue
$1.7B
FY26
vs
Compare
Pre-market
Sep 2 '83
ZS
Zscaler, Inc.
vs
ESTC
Elastic N.V.
237.86
pre 237.73
Price
97.22
pre 97.78
$38.8B
Mkt cap
$10.2B
Q4 FY26
$898M
Revenue
$478M
Q1 FY27
FY26
$3.4B
Revenue
$1.7B
FY26
Change
Change
ZS
237.86
vs
ESTC
97.22
Pre-market
Sep 2 '83
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only ZS
0
None
Shared
0
No disclosed counterparties: ZS.
Only ESTC
8
GOOGL
Google Cloud Platform ("GCP")
supplier
MSFT
Microsoft Azure ("Azure")
supplier
AMZN
Amazon Web Services ("AWS")
supplier
NOW
ServiceNow
supplier
4 more · ESTC chain
›
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
ZS, solid
ESTC, dashed