Obermatt

Zoom Communications

NSQ:ZM · US98980L1017
SoftwareX-Large

360

78
EV / EBIT83
Price / Owner Earnings65
Owner Earnings Yield100
Dividend Yield1
Price/Sales24
EV / Gross Profit71
Price/Book53
Return on Capital59
Cash Return on Capital67
Return on Equity67
EBIT Margin70
Gross Profitability47
Cash Conversion7
Accruals18
Owner Earnings Margin97
Sales growth24
Profit Growth85
Long-Term EPS Growth22
Owner Earnings Growth95
Reinvestment83
Price momentum85
Debt load95
Refinancing47
Debt Payback100
Liquidity1
Analyst ratings38
Opinion Changes56
Price Target Upside26
Market mood14
Value Creation18/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Zoom Communications generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustrySoftware
SizeX-Large
TypePublic Company
ExchangeNASDAQGS
Founded2011
Employees6,506
Websitezoom.com
ISINUS98980L1017
Last UpdateApr 2, 2026
Themes
Virtual WorkforceArtificial IntelligenceTeam CollaborationProcess AutomationEnterprise Voip and TelephonyWeb ConferencingWorkTechSoftware DevelopmentVideo ChatCollaborationInformation TechnologyMessagingVideo Conferencing

Description

Zoom Communications, Inc. provides an open, AI-first work platform for human connection. The company’s platform bridges work both inside and outside the organization by integrating AI capabilities across employee collaboration and customer-facing wo…

Analysis

Bargain bin

Zoom Communications, Inc. is priced cheaply, and that invites the natural question of why, since the underlying business scores below average.

On valuation, the picture is attractive. The owner-earnings multiple stands at 12.7×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 0% a year, against analyst forecasts of 4%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is sturdy. The company scores 18/20 on our value-creation score: strong value creator.

Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
76
2023202420252026

All-time high

76

Mar 2026

All-time low

24

Jan 2024

Average rank

62

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
24
21
16
18
Price/Earnings
30
60
67
47
Price/Book
53
50
47
36
Dividend Yield
1
1
1
1
Value (overall)
22
37
17
17

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

Similar Stocks

The companies this stock is ranked against.

Compare Zoom Communications with its peers
AiRWA
NAQ:YYAI
CountryUSA
IndustryLeisure Products
SizeSmall
Full Stock Analysis →
Agora
NSQ:API
47
CountryUSA
IndustrySoftware
SizeSmall
Full Stock Analysis →
Workday
NSQ:WDAY
82
CountryUSA
IndustrySoftware
SizeX-Large
Full Stock Analysis →
Domo
NMQ:DOMO
69
CountryUSA
IndustrySoftware
SizeSmall
Full Stock Analysis →
Palantir Technologies
NSQ:PLTR
79
CountryUSA
IndustrySoftware
SizeX-Large
Full Stock Analysis →
Docebo
TOR:DCBO
72
CountryCanada
IndustrySoftware
SizeSmall
Full Stock Analysis →

Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →