BE Semiconductor Industries N.V. (BESIY) vs Zscaler, Inc. (ZS)

ZS leads on 7 of 13 compared metrics.

A side-by-side comparison of BE Semiconductor Industries N.V. and Zscaler, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 2, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — BESIY vs ZS

growth of $100 · last 8y
BESIY +474.0%ZS +344.8%BESIY compounded faster
05001kStart $1002020202220242026$574$445
BESIY ZS

BESIY vs ZS: by the numbers

  • ZS is the larger company ($23.82B vs $23.30B market cap).
  • BESIY is profitable (24.00% net margin) while ZS runs a net loss (-2.44%).
  • ZS grew revenue faster over the past five years (39.45% vs 5.43% CAGR).
  • BESIY pays a dividend (0.63% yield) while ZS does not currently pay one.

Which is better, BESIY or ZS?

Metric tally: BESIY 6 · ZS 7

It depends on what you're optimizing for:

GrowthZS(faster 5Y revenue CAGR)
QualityBESIY(higher ROIC)

Metrics side by side

Valuation

MetricBESIYZS
P/E ratio131.82
Forward P/E71.3931.98
P/S ratio31.567.42
P/B ratio44.249.95
EV / EBITDA85.985689.56
FCF yield1.02%4.08%

Profitability

MetricBESIYZS
Gross margin61.45%76.67%
Operating margin31.28%-4.73%
Net margin24.00%-2.44%
ROE33.63%-3.27%
ROIC14.73%-3.18%

Dividends

MetricBESIYZS
Dividend yield0.63%
Payout ratio98.31%

Growth (annualized)

MetricBESIYZS
Revenue CAGR (5Y)5.43%39.45%
EPS CAGR (5Y)-3.31%
FCF CAGR (5Y)8.01%49.89%
Total return CAGR (5Y)32.72%-7.33%

Frequently asked

Which is better, BESIY or ZS?
It depends on your goal. growth: ZS (faster 5Y revenue CAGR); quality: BESIY (higher ROIC). Across all compared metrics, ZS leads 7 to 6.
Which has grown faster, BESIY or ZS?
Over the past five years, ZS grew revenue faster — BESIY at a 5.43% CAGR versus ZS at 39.45%.
Does BESIY or ZS pay a bigger dividend?
BESIY pays a dividend (0.63% yield) while ZS does not currently pay one.
Is BESIY or ZS more profitable?
BESIY runs the higher net margin — BESIY at 24.00% versus ZS at -2.44%.
Which has been the better investment, BESIY or ZS?
Over the past 5-year, BESIY delivered the higher annualized total return — BESIY at 41.29% versus ZS at -7.33%. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified July 2, 2026.