Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ZM
Strong BuyFull HouseAPPROVEZoom Communications, Inc. · Technology · United States · $28.7B · Avg Vol: $306M/d
Zoom Communications runs a high-gross-margin business with a large net-cash position, strong free cash flow and an active repurchase programme recorded in our feed, which is consistent with its Q81 score. The trivial insider selling reads as routine plan activity. No adverse accounting, distress or governance issue is known.
COMPANY DESCRIPTION
Zoom Video Communications, Inc. provides a unified, cloud-native communications platform that integrates video, voice, chat, and content sharing across various devices. The company established a ubiquitous global brand and a strong market position through its frictionless user experience and high-quality video architecture. Its current growth strategy and competitive moat focus on expanding its enterprise ecosystem with Zoom Phone, AI-driven productivity tools, and contact center solutions.
FINANCIAL SUMMARY (USD)
| Year | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 4.4B | 4.5B | 4.7B | 4.9B | 3.5% | 5.0B | 5.1B | 5.3B | 4.4% |
| EPS | 0.35 | 2.12 | 3.28 | 6.32 | 162.4% | 10.77 | 6.55 | 6.77 | 3.5% |
| Shares | 293.8M | 307.6M | 305.7M | 295.5M | +0.6% | 263.2M | — | — | — |
| Debt | 96.5M | 73.0M | 64.4M | 58.5M | -15.4% | 60.3M | — | — | — |
| Equity | 6.2B | 8.0B | 8.9B | 9.8B | 16.5% | — | — | — | — |
| Op CF | 1.3B | 1.6B | 1.9B | 2.0B | 15.5% | 2.0B | — | — | — |
| Inv CF | -318.3M | -1.2B | -1.1B | -278.9M | — | — | — | — | — |
| Fin CF | -936.9M | 60.2M | -1.0B | -1.8B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of ZM are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ZM | Zoom Communications, Inc.(you) | $28.7B | 95 | Strong Buy |
| WDAY | Workday, Inc. | $49.3B | 84 | Strong Buy |
| PAYC | Paycom Software, Inc. | $10.8B | 89 | Strong Buy |
| PCTY | Paylocity Holding Corporation | $8.7B | 90 | Strong Buy |
| SSNC | SS&C Technologies Holdings, Inc. | $19.6B | 72 | Buy |
| DOCU | DocuSign, Inc. | $9.3B | 86 | Strong Buy |
| ROP | Roper Technologies, Inc. | $42.2B | 69 | Buy |
| RNG | RingCentral, Inc. | $5.8B | 97 | Strong Buy |
| PTC | PTC Inc. | $17.1B | 70 | Buy |
| DT | Dynatrace, Inc. | $15.6B | 71 | Buy |
Peer medians: ROE 4.6% · P/E 35.3x · Gross margin 51.2%