Added to YB: 2024-08-14
Pitch date: 2024-08-12
ZM [neutral]
Zoom Communications Inc.
+61.33%
current return
Author Info
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Company Info
Zoom Communications Inc. provides an Artificial Intelligence-first work platform for human connection in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.
Market Cap
$24.2B
Pitch Price
$55.49
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.84
P/E
21.26
EV/Sales
3.46
Sector
Software
Category
value
Quick Value #230 - Zoom Video Communications
ZM: Down 90% from COVID highs, still growing 2-3% YoY. $24/share net cash (>40% of market cap). 15x FCF ex-cash (incl. SBC). $1.5B buyback auth + M&A potential. $2/share FCF (ex-SBC). Enterprise customers 58% of rev, 3% monthly churn. $4.6B rev, $1.46B FCF guidance FY25. Risks: AI disruption, high SBC.
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