Added to YB: 2024-01-26
Pitch date: 2024-01-25
ZM [bullish]
Zoom Communications, Inc.
+22.8%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
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
$23.8B
Pitch Price
$67.33
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.31
P/E
13.05
EV/Sales
3.29
Sector
Software
Category
value
Show full summary:
Zoom: At 14x P/E, I'm Incredibly Long (Rating Upgrade)
$ZM: Compelling value in overpriced market; 40% pro forma margins, less downside risk vs peers. Initiatives drive growth & profitability. $5B cash (30% of mcap), ex-cash P/E 9.8x. FY24 rev $4.51B, EPS $4.95. Q3 strong despite slow growth. Virtual Agent launch. Strong buy.
Read full article (4 min)