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ZS compared with PANW: revenue, margins and what each company keeps, and the suppliers and customers both name
ZS
Zscaler, Inc.
Change
Mkt cap
Revenue
Revenue
PANW
Palo Alto Networks Inc
Change
Mkt cap
Revenue
Revenue
vs
Compare
ZS
Zscaler, Inc.
vs
PANW
Palo Alto Networks Inc
Price
Mkt cap
Revenue
Revenue
Change
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Supply chain
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
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›
direct ties · both sides
Only ZS
0
None
Shared
0
No disclosed counterparties: ZS.
Only PANW
2
CSPI
CSP
customer
—
Flex
unlisted
supplier
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
ZS
Zscaler, Inc.
Change
194.00
▼
−2.53%
Mkt cap
$32.5B
Revenue
$898M
Q4 FY26
Revenue
$3.4B
FY26
PANW
Palo Alto Networks Inc
Change
325.61
▼
−1.60%
Regular session
Nov 10 '26
Mkt cap
$256.7B
Revenue
$3.4B
Q4 FY26
Revenue
$11.5B
FY26
vs
Compare
Regular session
Nov 10 '26
ZS
Zscaler, Inc.
vs
PANW
Palo Alto Networks Inc
194.00
▼
−2.53%
Price
325.61
▼
−1.60%
$32.5B
Mkt cap
$256.7B
Q4 FY26
$898M
Revenue
$3.4B
Q4 FY26
FY26
$3.4B
Revenue
$11.5B
FY26
Change
Change
ZS
194.00
▼
−2.53%
vs
PANW
325.61
▼
−1.60%
Regular session
Nov 10 '26