GOOGL vs ZS

Alphabet Inc. continues to demonstrate exceptional operational strength, as evidenced by its Q1 2026 earnings beat, 22% YoY revenue growth, and particularly strong 63% YoY growth in Google Cloud. Its leadership in AI, massive infrastructure investments (CapEx doubled YoY), and robust profitability solidify its position as a premier compounding investment. However, with a current market capitalizat...

Zscaler (ZS) maintains its strong positioning as a foundational leader in the SASE/ZTNA market, capitalizing on its cloud-native architecture and extensive global network. The company delivered a robust Q2 FY2026 with 25.9% YoY revenue growth and raised ARR guidance to 24%, affirming continued demand and a compelling strategic vision in AI Security and Zero Trust. However, recent market action ref...