Professional
Added to YB: 2024-10-25
Pitch date: 2024-10-23
ZM [neutral]
Zoom Communications, Inc.
+19.8%
current return
Author Info
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Company Info
Zoom Communications, Inc. provides an Artificial Intelligence-first open work platform for human connection in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.
Market Cap
$25.6B
Pitch Price
$72.74
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.08
P/E
12.80
EV/Sales
3.63
Sector
Software
Category
N/A
Pernas Research Passes On: Zoom Video Communications, Inc.
ZM pass: Stable churn despite competition, strong product stickiness. Transitioning from video conferencing to AI-driven worker platform. 66% ARR from multi-product enterprise customers. Growth unclear, high-risk strategies & acquisitions needed, pass. $22B mkt cap, EV/EBITDA 16.8.
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