Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ZM
STRONG BUYZoom Communications, Inc. · Technology · United States · $25.4B · Avg Vol: $373M/d
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% | 4.9B | 5.1B | 5.3B | 4.3% |
| EPS | 0.35 | 2.12 | 3.28 | 6.32 | 162.4% | 6.98 | 6.49 | 6.72 | 3.1% |
| Shares | 293.8M | 307.6M | 305.7M | 295.5M | +0.6% | 264.6M | — | — | — |
| Debt | 96.5M | 73.0M | 64.4M | 58.5M | -15.4% | 60.2M | — | — | — |
| 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) | $25.4B | 97 | STRONG BUY |
| ADSK.MX | Autodesk, Inc. | $40.9B | 85 | STRONG BUY |
| FICO | Fair Isaac Corporation | $27.4B | 74 | BUY |
| PTC | PTC Inc. | $13.4B | 84 | STRONG BUY |
| YOU | Clear Secure, Inc. | $7.4B | 90 | STRONG BUY |
| WDAY | Workday, Inc. | $30.7B | 67 | BUY |
| ADBE.MX | Adobe Inc. | $80.6B | 86 | STRONG BUY |
| ADP.DE | Automatic Data Processing, Inc. | $88.8B | 86 | STRONG BUY |
| CDNS.MX | Cadence Design Systems, Inc. | $104.1B | 89 | STRONG BUY |
| DOCU | DocuSign, Inc. | $9.3B | 80 | BUY |
Peer medians: ROE 8.5% · P/E 38.7x · Gross margin 54.5%