SuperworthZoom Communications, Inc. ZM
Software - Application, Technology
$94.77
+0.61%
- Market cap
- $27.7B
- PE
- 8.8×
- 10y median 32.3×
- Forward PE
- Price to sales
- 5.5×
- EV/EBIT
- 17.3×
- Revenue, 12 months
- $5B
- +5% on a year ago
- Net margin
- 65.2%
- Free cash flow yield
- 7.0%
Zoom Communications trades at 8.8× trailing earnings, cheaper than 99% of the last ten years. Revenue was $5B over the last twelve months, up 5% on a year earlier with a 65% net margin.
Charts
Financials
| Income statement | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | Q2 FY27 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $1.1B | $1.1B | $1.1B | $1.2B | $1.2B+4% | $1.2B+3% | $1.2B+3% | $1.2B+5% | $1.2B+4% | $1.2B+5% | $1.2B+6% | $1.3B+5% | |
| Cost of revenue | $271M | $276.3M | $273.3M | $285.1M | $283.9M+5% | $287.4M+4% | $278.4M+2% | $273.2M−4% | $271.8M−4% | $295.7M+3% | $274.3M−2% | $291.7M+7% |
| Gross profit | $865.7M | $870.1M | $867.9M | $877.4M | $893.7M+3% | $896.8M+3% | $896.3M+3% | $944.1M+8% | $958.1M+7% | $951.3M+6% | $964.7M+8% | $985.5M+4% |
| R&D | $196.8M | $205.3M | $205.6M | $206.8M | $223M+13% | $217.1M+6% | $205.4M−0% | $206.4M−0% | $210.1M−6% | $222.9M+3% | $227.9M+11% | $242.5M+18% |
| SG&A | $499.5M | $496.3M | $459.4M | $468.3M | $487.8M−2% | $454.6M−8% | $449.3M−2% | $415.9M−11% | $437.6M−10% | $478.5M+5% | $426.3M−5% | $428.7M+3% |
| $169.4M | $168.5M | $203M | $202.4M | $182.8M+8% | $225.1M+34% | $241.6M+19% | $321.7M+59% | $310.4M+70% | $249.9M+11% | $310.5M+29% | $314.3M−2% | |
| Pre-tax income | $185.8M | $352.9M | $292M | $292.9M | $280.4M+51% | $450.3M+28% | $315.8M+8% | $448.2M+53% | $794.7M+183% | $863.6M+92% | $531.6M+68% | $2B+345% |
| $44.6M | $54.1M | $75.7M | $73.9M | $73.4M+64% | $82.5M+53% | $61.2M−19% | $89.6M+21% | $181.8M+148% | $189.6M+130% | $105.9M+73% | $452.5M+405% | |
| Net income | $141.2M | $298.8M | $216.3M | $219M | $207.1M+47% | $367.9M+23% | $254.6M+18% | $358.6M+64% | $612.9M+196% | $674.1M+83% | $425.7M+67% | $1.5B+330% |
| $0.45 | $0.95 | $0.69 | $0.70 | $0.66+47% | $1.16+22% | $0.81+17% | $1.16+66% | $2.01+205% | $2.22+91% | $1.42+75% | $5.15+344% | |
| 310.4M | 313.5M | 315.4M | 314M | 314.2M+1% | 316.7M+1% | 312.8M−1% | 308.2M−2% | 305M−3% | 303.1M−4% | 300.2M−4% | 299.7M−3% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Software - Application within ten times Zoom Communications's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| ZMZoom Communications, Inc. | $27.7B | 8.8× | 32.3× | 5.5× | +5% | 65.2% | |
| ROPRoper Technologies, Inc. | $35.5B | 14.9× | 30.8× | 4.3× | +11% | 30.2% | |
| SSNCSS&C Technologies Holdings, Inc. | $18.5B | 22.6× | 28.1× | 2.8× | +9% | 13.2% | |
| WDAYWorkday, Inc. | $44.4B | 37.4× | 73.1× | 4.4× | +13% | 12.3% | |
| VEEVVeeva Systems Inc. | $45.7B | 46.5× | 75.6× | 13.2× | +17% | 29.3% | |
| ADSKAutodesk, Inc. | $49.1B | 30.4× | 58.4× | 6.3× | +18% | 21.1% | |
| FICOFair Isaac Corporation | $14.7B | 19.7× | 50.8× | 6.2× | +24% | 34.1% | |
| HUBSHubSpot, Inc. | $11B | 77.8× | 251× | 3.2× | +21% | 4.3% | |
| ESTCElastic N.V. | $9.8B | 26.1× | 188× | 5.4× | +16% | 20.8% | |
| INTUIntuit Inc. | $79.4B | 18.0× | 49.3× | 3.7× | +14% | 21.3% | |
| ADBEAdobe Inc. | $90.6B | 13.0× | 48.5× | 3.5× | +12% | 28.0% | |
| Peer median | $39.9B | 24.3× | 54.6× | 4.3× | +15% | 21.2% |
About
- Industry
- Software - Application
- Sector
- Technology
Valuation data, not investment advice. Prices as of .