Added to YB: 2024-05-20
Pitch date: 2024-05-19
ZI [bullish]
ZoomInfo Technologies Inc.
-54.31%
current return
Author Info
Company Info
ZoomInfo Technologies Inc., together with its subsidiaries, provides go-to-market intelligence and engagement platform for sales and marketing teams in the United States and internationally.
Market Cap
$3.4B
Pitch Price
$13.00
Price Target
18.33 (+209%)
Dividend
N/A
EV/EBITDA
16.67
P/E
413.58
EV/Sales
3.80
Sector
Interactive Media and Services
Category
turnaround
ZoomInfo Stock: Investing in a Fallen Angel
ZI: Fallen SaaS stock, leading B2B biz intel provider. EV <$6B despite rev tripling to $1.24B & FCF >$400M from '19-'23. Growth collapsed in '23 as big software clients cut sales/marketing staff. Challengers w/ AI tools emerging. ZI responds w/ GenAI features. 86% GM, 33% FCF margin. $1.1B buyback since '23. Valuation now 5x sales, 14x FCF. Bet on return to double-digit growth by '25/'26. 40% avg analyst upside.
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