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Company Analysis

Zoom Communications, Inc. ZM

A comprehensive view of key metrics, scores, and financial health for Zoom Communications, Inc.

Overview of Zoom Communications Inc.

ZM NMS
Technology Software - Application Large Cap
Zoom Communications Inc. (ZM), is a Large Cap company, in the Software - Application industry, last closed at $91.14, about 12.1% overvalued vs fair value, +17.5% 1Y return, ranked 730/770 in sector.
Metrics Rev Growth 4.4% Gross Margin 77.0%
$91.14
0.34%
As of April 28, 2026
Previous close • Vol 90d: 45.7%
52-Week Range
Market Cap
$26.86B
Enterprise Value
$25.61B
Overall Score
View breakdown
Overall
Growth
Good
Profitability
Excellent
Health
Fair
Efficiency
Good
Valuation
Fair
Growth
Good
Profitability
Excellent
Health
Fair
Efficiency
Good
Valuation
Fair
Updated: Mar 8
Top Beats

Quick Facts

Website https://www.zoom.com
HQ San Jose, CA
Employees 7,438
Fiscal year Jan 31

Next Events

Earnings May 20 Estimated

Fair Value Snapshot

Bear Base Bull
$74
$80
$87
Current: $91.14 -12% vs base

Engine Room Money Flow™

Large Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$4.9B
4.4%%
Gross Profit
$3.7B
6.1%%
Operating Income
$1.1B
38.2%%
Net Income
$1.9B
88.1%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Operating Cash Flow Margin
40.9%
Excellent

OCF / Revenue - cash profitability from operations

Locked Metric
-
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Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
Analysis based on partial data. Some metrics unavailable for complete assessment.
0
Active Leaks
0/0
Improving
0
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Zoom Communications, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
76
/100
Strong
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Strong
75
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 73% Coverage
Trade-Off Triangle Visualization A ternary plot showing ZM's balance between Growth (19.1%), Profitability (44.6%), and Safety (36.3%). Growth 19% Safety 36% Profitability 45%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

35th percentile vs peers
36
Key Signals
Rev Growth YoY 4.4% 38p Revenue CAGR 3Y 3.5% 32p
Strengths
  • Operating Margin in top 20% of peers (23.1%, 87th percentile)
  • FCF Margin in top 20% of peers (39.5%, 96th percentile)
  • Net Profit Margin in top 20% of peers (39.0%, 95th percentile)
  • Current Ratio in top 20% of peers (4.33, 86th percentile)
Risks
  • Growth below peer median (percentile: 35)

Profitability

83th percentile vs peers
84
Key Signals
Strengths
Risks
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Safety

68th percentile vs peers
68
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Zoom Communications, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$80.12
- - -
-12.1% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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