Better Buy: Zscaler or Workday?

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 1 December 2025

⏱️ 23 minutes

🔗️ Recording | iTunes | RSS

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Summary

We review the results from Zscaler (ZS) and Workday (WDAY) and predict which stock is more likely to outperform over the next 10 years. Who ya got? Asit Sharma, David Meier, and Tim Beyers: - Review last week’s results from Zscaler and Workday. - Predict which of the two will outperform more over the next 10 years. - Tackle investors’ pressing Mindset questions. Have a Mindset question you’d want answered on a future show? Reach out to Tim at tbeyers@fool.com. Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone! Companies discussed: ZS, WDAY Host: Tim Beyers Guests: Asit Sharma, David Meier Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Who's beating the market now? We've got ideas. You're listening to Motley Fool Money.
0:20.7	Welcome, Fools. I'm your host, Tim Byers, and with me, our longtime Fools, Austin Charma, and
0:24.9	David Meyer. Fellas, how we doing? Both fully caffeinated, good weekends. Doing good. I'm only half
0:31.0	caffeinated right now. Dave, you got just a few seconds, quaff it down. You got to get fully
0:37.1	caffeinated before we roll.
0:39.5	I'm on it.
0:40.9	Half caffeinated is better than uncaffeinated.
0:43.1	Let's just say that.
0:44.1	All right.
0:44.5	Today, we'll be talking about fiscal Q1, 2026 earnings from Z-Scaler and Q3,
0:51.0	2026 earnings from Workday, Tickers is ZS and WD-A-Y, and predicting which of these two will be the
0:59.3	better performer over the next decade.
1:01.7	We'll also tackle some mindset questions and a potential new feature we're calling
1:05.0	Mindset Monday.
1:06.0	We are going to ask for your feedback.
1:08.3	We want to know if you want more mindset content.
1:11.8	But we start with earnings, and let's quickly review what we saw last week starting with Z-scaler. We had some
1:17.8	good numbers, and I want you both to react to these. So Z-scaler said they exceeded their expectations
1:25.4	on both the top and bottom line. They say they blew past what they
1:29.9	call rule of 78. They're just making stuff up here. There's a rule of 40 number that is very
1:35.9	common, which is like growth compared to margins. And then if the growth is materially above 40
1:44.0	over the margin, that's a good sign for the company.
	...

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