Zoom Communications (ZM) Stock Insights
ZM$100.26+2.86 +2.94%
$29.25B
Market Cap
8.91
P/E
16.30
Forward P/E
73
Score
Zoom Communications (ZM) Stock Insights
ZM price $100.26 +2.86 +2.94%
- Ticker
- ZM
- Price
- $100.26
- Change
- +2.86 +2.94%
- Market cap ?
- $29.25B
- P/E ?
- 8.91
- Forward P/E ?
- 16.30
- Dividend yield ?
- 0.00%
- Beta ?
- 1.03
- Sector
- Technology
- Industry
- Software - Application
- Stocklytics score
- 73
- Value
- 74
- Quality
- 82
- Growth
- 63
Stocklytics score rationale: value 74, quality 82, growth 63.
Financials
| 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|
| 60817000 | 151478000 | 330517000 | 622658000 | 2651368000 | 4099864000 | 4392960000 | 4527224000 | 4665433000 | 4868769000 |
Zoom Communications, Inc. provides a robust platform for enhancing communication and fostering collaboration. The company's global reach is organized into three primary operational regions: the Americas, the Asia Pacific, and Europe, the Middle East, and Africa (EMEA). Eric S. Yuan founded the enterprise in 2011, and its corporate headquarters are situated in San Jose, California.
Fair value
ZM fair value $131.81. Price $100.26. Price is 24% below fair value.
Below fair value, and cheaper than usual. A larger discount than on 65% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 1.93B. Growth 3.87%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 9.98% (beta 1.0). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 291.78M. Net debt -1.21B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-11-23 | — | 1.49 | — | 1.28B |
| 2026-08-25 | 1.55 | 1.48 | 1.28B | 1.27B |
| 2026-05-21 | 1.55 | 1.42 | 1.24B | 1.22B |
| 2026-02-25 | 1.44 | 1.49 | 1.25B | 1.23B |
| 2025-11-24 | 1.52 | 1.44 | 1.23B | 1.21B |
| 2025-08-21 | 1.53 | 1.38 | 1.22B | 1.20B |
| 2025-05-21 | 1.43 | 1.31 | 1.17B | 1.17B |
| 2025-02-24 | 1.41 | 1.30 | 1.18B | 1.18B |
| 2024-11-25 | 1.38 | 1.31 | 1.18B | 1.16B |
| 2024-08-21 | 1.39 | 1.21 | 1.16B | 1.15B |
| 2024-05-20 | 1.35 | 1.19 | 1.14B | 1.13B |
| 2024-02-26 | 1.42 | 1.15 | 1.15B | 1.13B |
| 2023-11-20 | 1.29 | 1.08 | 1.14B | 1.13B |
| 2023-08-21 | 1.34 | 1.05 | 1.14B | 1.11B |
| 2023-05-22 | 1.16 | 0.99 | 1.11B | 1.08B |
| 2023-02-27 | 1.22 | 0.79 | 1.12B | 1.10B |
| 2022-11-21 | 1.07 | 0.84 | 1.10B | 1.09B |
| 2022-08-22 | 1.05 | 0.92 | 1.10B | 1.12B |
| 2022-05-23 | 1.03 | 0.88 | 1.07B | 1.07B |
| 2022-02-28 | 1.29 | 1.06 | 1.07B | 1.05B |
| 2021-11-22 | 1.11 | 1.09 | 1.05B | 1.05B |
| 2021-08-30 | 1.36 | 1.16 | 1.02B | 822.18M |
| 2021-06-01 | 1.32 | 0.97 | 956.24M | 904.04M |
| 2021-03-01 | 1.22 | 0.78 | 882.49M | 663.54M |
| 2020-11-30 | 0.99 | 0.75 | 777.20M | 541.99M |
| 2020-08-31 | 0.92 | 0.45 | 663.52M | 554.25M |
| 2020-06-02 | 0.20 | 0.10 | 328.17M | 270.74M |
| 2020-03-04 | 0.15 | 0.07 | 188.25M | 149.76M |
| 2019-12-05 | 0.09 | 0.03 | 166.59M | 55.53M |
| 2019-09-05 | 0.08 | 0.01 | 145.83M | 18.23M |
| 2019-06-06 | 0.03 | 0.01 | 121.99M | 121.99M |
| 2019-04-17 | -0.00 | — | 90.12M | — |
| 2019-01-31 | 0.02 | — | 105.80M | — |
| 2018-07-31 | 0.01 | — | 74.53M | — |
| 2018-04-30 | -0.00 | — | 60.07M | — |
Dividends
Yield 0.00%. Payout ratio 0.00%. Frequency —.
Safety score 37/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| No data yet. | ||||
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-10-22 | Subotovsky Santiago | Sell | 20 | $100.43 | 2.01K |
| 2026-10-21 | McMaster Herbert Raymond | Sell | 1.50K | $101.25 | 151.88K |
| 2026-10-21 | Subotovsky Santiago | Sell | 3.44K | $100.49 | 345.29K |
| 2026-10-21 | Subotovsky Santiago | Sell | 376 | $101.19 | 38.05K |
| 2026-10-21 | Chang Michelle | Sell | 10.16K | $101.93 | 1.04M |
| 2026-10-15 | Subotovsky Santiago | Sell | 35 | $93.65 | 3.28K |
| 2026-10-15 | Subotovsky Santiago | Sell | 64 | $94.60 | 6.05K |
| 2026-10-15 | Subotovsky Santiago | Sell | 84 | $95.44 | 8.02K |
| 2026-10-15 | Subotovsky Santiago | Sell | 280 | $96.61 | 27.05K |
| 2026-10-15 | Subotovsky Santiago | Sell | 88 | $97.40 | 8.57K |
| 2026-10-15 | Subotovsky Santiago | Sell | 166 | $98.26 | 16.31K |
| 2026-10-13 | McGarry Kimberly J | Sell | 8.69K | $97.56 | 847.96K |
| 2026-10-12 | Chang Michelle | Sell | 2.74K | $98.67 | 270.55K |
| 2026-10-12 | Chang Michelle | Sell | 5.75K | $99.84 | 573.79K |
| 2026-10-12 | Sankarlingam Velchamy | Sell | 2.35K | $98.63 | 231.39K |
| 2026-10-12 | Sankarlingam Velchamy | Sell | 5.30K | $99.54 | 527.49K |
| 2026-10-09 | McGarry Kimberly J | Sell | 3.12K | — | — |
| 2026-10-09 | McGarry Kimberly J | Buy | 3.12K | — | — |
| 2026-10-09 | McGarry Kimberly J | Sell | 1.38K | $94.67 | 130.93K |
| 2026-10-09 | Chang Michelle | Sell | 22.22K | — | — |
| 2026-10-09 | Chang Michelle | Buy | 22.22K | — | — |
| 2026-10-09 | Chang Michelle | Sell | 8.74K | $94.67 | 827.70K |
| 2026-10-09 | Sankarlingam Velchamy | Buy | 20.75K | — | — |
| 2026-10-09 | Sankarlingam Velchamy | Sell | 10.56K | $94.67 | 999.62K |
| 2026-10-09 | Sankarlingam Velchamy | Sell | 20.75K | — | — |
| 2026-10-09 | Yuan Eric S. | Sell | 46.82K | $94.67 | 4.43M |
| 2026-10-09 | Yuan Eric S. | Buy | 46.82K | $94.67 | 4.43M |
| 2026-10-09 | Yuan Eric S. | Sell | 23.82K | $85.68 | 2.04M |
| 2026-10-08 | McMaster Herbert Raymond | Sell | 3.00K | $94.71 | 284.12K |
| 2026-10-06 | Yuan Eric S. | Sell | 12.10K | — | — |
| 2026-10-06 | Yuan Eric S. | Buy | 12.10K | — | — |
| 2026-10-06 | Yuan Eric S. | Sell | 11.90K | $94.07 | 1.12M |
| 2026-10-06 | Yuan Eric S. | Sell | 204 | $94.59 | 19.30K |
| 2026-10-05 | Yuan Eric S. | Sell | 12.10K | — | — |
| 2026-10-05 | Yuan Eric S. | Sell | 11.51K | $93.72 | 1.08M |
| 2026-10-05 | Yuan Eric S. | Sell | 588 | $94.20 | 55.39K |
| 2026-10-05 | Subotovsky Santiago | Sell | 2.52K | $93.72 | 236.64K |
| 2026-10-05 | Subotovsky Santiago | Sell | 112 | $94.24 | 10.55K |
| 2026-09-10 | Sankarlingam Velchamy | Sell | 2.38K | $95.76 | 228.29K |
| 2026-09-10 | Sankarlingam Velchamy | Sell | 206 | $96.37 | 19.85K |
| 2026-09-09 | Sankarlingam Velchamy | Buy | 7.03K | — | — |
| 2026-09-09 | Sankarlingam Velchamy | Sell | 3.58K | $96.44 | 345.16K |
| 2026-09-09 | Sankarlingam Velchamy | Sell | 2.81K | — | — |
| 2026-09-08 | Subotovsky Santiago | Sell | 1.79K | $96.48 | 172.89K |
| 2026-09-08 | Subotovsky Santiago | Sell | 845 | $96.95 | 81.92K |
| 2026-09-02 | Yuan Eric S. | Sell | 12.10K | — | — |
| 2026-09-02 | Yuan Eric S. | Buy | 12.10K | — | — |
| 2026-09-02 | Yuan Eric S. | Sell | 10.33K | $95.70 | 988.50K |
| 2026-09-02 | Yuan Eric S. | Sell | 1.77K | $96.53 | 170.96K |
| 2026-09-01 | Yuan Eric S. | Sell | 12.10K | — | — |
| 2026-09-01 | Yuan Eric S. | Sell | 10.73K | $95.27 | 1.02M |
| 2026-09-01 | Yuan Eric S. | Sell | 1.37K | $95.89 | 131.65K |
| 2026-08-31 | Epstein Jeff | Buy | 2.23K | — | — |
| 2026-08-31 | Epstein Jeff | Other | 0 | — | — |
| 2026-08-06 | Yuan Eric S. | Sell | 12.10K | — | — |
| 2026-08-06 | Yuan Eric S. | Buy | 12.10K | — | — |
| 2026-08-06 | Yuan Eric S. | Sell | 355 | $98.86 | 35.10K |
| 2026-08-06 | Yuan Eric S. | Sell | 8.79K | $100.03 | 878.87K |
| 2026-08-06 | Yuan Eric S. | Sell | 2.96K | $100.85 | 298.41K |
| 2026-08-05 | Yuan Eric S. | Sell | 12.10K | — | — |
| 2026-08-05 | Yuan Eric S. | Sell | 7.11K | $99.76 | 709.37K |
| 2026-08-05 | Yuan Eric S. | Sell | 4.17K | $100.59 | 419.16K |
| 2026-08-05 | Yuan Eric S. | Sell | 754 | $101.58 | 76.59K |
| 2026-08-05 | Yuan Eric S. | Sell | 68 | $102.25 | 6.95K |
| 2026-08-04 | Subotovsky Santiago | Sell | 40 | $97.23 | 3.89K |
| 2026-08-04 | Subotovsky Santiago | Sell | 72 | $98.71 | 7.11K |
| 2026-08-04 | Subotovsky Santiago | Sell | 256 | $99.70 | 25.52K |
| 2026-08-04 | Subotovsky Santiago | Sell | 2.66K | $100.84 | 268.24K |
| 2026-08-04 | Subotovsky Santiago | Sell | 4.86K | $101.76 | 494.85K |
| 2026-08-04 | Subotovsky Santiago | Sell | 20 | $102.19 | 2.04K |
| 2026-07-15 | Sankarlingam Velchamy | Sell | 7.64K | $91.98 | 703.09K |
| 2026-07-14 | McMaster Herbert Raymond | Sell | 5 | $88.83 | 444 |
| 2026-07-14 | Yuan Eric S. | Sell | 12.10K | — | — |
| 2026-07-14 | Yuan Eric S. | Buy | 12.10K | — | — |
| 2026-07-14 | Yuan Eric S. | Sell | 1.21K | $89.49 | 107.93K |
| 2026-07-14 | Yuan Eric S. | Sell | 7.29K | $90.53 | 660.20K |
| 2026-07-14 | Yuan Eric S. | Sell | 3.60K | $91.30 | 328.77K |
| 2026-07-13 | Yuan Eric S. | Sell | 12.10K | — | — |
| 2026-07-13 | Yuan Eric S. | Buy | 12.10K | $91.68 | 1.11M |
| 2026-07-13 | Yuan Eric S. | Sell | 11.08K | $90.62 | 1.00M |
| 2026-07-13 | Yuan Eric S. | Sell | 19.05K | $91.61 | 1.75M |
| 2026-07-13 | Yuan Eric S. | Sell | 15.59K | $92.53 | 1.44M |
| 2026-07-10 | Chang Michelle | Sell | 8.19K | $90.78 | 743.43K |
| 2026-07-10 | Chang Michelle | Sell | 300 | $91.31 | 27.39K |
| 2026-07-09 | Sankarlingam Velchamy | Buy | 20.75K | — | — |
| 2026-07-09 | Sankarlingam Velchamy | Sell | 10.56K | $87.40 | 922.86K |
| 2026-07-09 | Sankarlingam Velchamy | Sell | 20.75K | — | — |
| 2026-07-09 | McGarry Kimberly J | Sell | 12.49K | — | — |
| 2026-07-09 | McGarry Kimberly J | Buy | 12.49K | — | — |
| 2026-07-09 | McGarry Kimberly J | Sell | 5.53K | $87.40 | 483.50K |
| 2026-07-09 | Chang Michelle | Sell | 22.22K | — | — |
| 2026-07-09 | Chang Michelle | Buy | 22.22K | — | — |
| 2026-07-09 | Chang Michelle | Sell | 8.74K | $87.40 | 764.14K |
| 2026-07-09 | Yuan Eric S. | Sell | 46.82K | — | — |
| 2026-07-09 | Yuan Eric S. | Buy | 46.82K | — | — |
| 2026-07-09 | Yuan Eric S. | Sell | 23.82K | $87.40 | 2.08M |
| 2026-07-08 | Yuan Eric S. | Buy | 68.45K | — | — |
| 2026-07-08 | Yuan Eric S. | Sell | 34.83K | $85.68 | 2.98M |
| 2026-07-08 | Yuan Eric S. | Sell | 30.17K | — | — |
| 2026-07-01 | Subotovsky Santiago | Sell | 369 | $88.60 | 32.69K |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 942, holders +62 vs prior quarter. Ownership 69.25%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 18.02M | 239.69K | +1.35% | 1.56B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 13.11M | -293.93K | -2.19% | 1.13B |
| VANGUARD CAPITAL MANAGEMENT LLC | 11.54M | 51.37K | +0.45% | 996.21M |
| JPMORGAN CHASE & CO | 8.56M | -514.09K | -5.66% | 737.46M |
| NORGES BANK | 7.97M | 7.97M | New | 687.92M |
| STATE STREET CORP | 7.56M | -266.14K | -3.40% | 652.72M |
| FMR LLC | 7.20M | -462.01K | -6.03% | 621.28M |
| AQR CAPITAL MANAGEMENT LLC | 6.53M | -1.83M | -21.91% | 563.43M |
| GEODE CAPITAL MANAGEMENT, LLC | 6.15M | 883.55K | +16.77% | 534.19M |
| ACADIAN ASSET MANAGEMENT LLC | 4.00M | 65.53K | +1.66% | 345.50M |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 3.75M | -428.56K | -10.25% | 323.91M |
| FIL LTD | 3.51M | 688.74K | +24.41% | 302.95M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.05M | 2.29M | +301.85% | 263.56M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.86M | 263.35K | +10.13% | 247.14M |
| RUBRIC CAPITAL MANAGEMENT LP | 2.77M | 1.77M | +176.32% | 238.73M |
| D. E. SHAW & CO., INC. | 2.74M | 2.03M | +287.82% | 236.21M |
| VALUE ALIGNED RESEARCH ADVISORS, LLC | 2.60M | 1.50M | +136.06% | 224.47M |
| QUBE RESEARCH & TECHNOLOGIES LTD | 2.52M | 1.92M | +321.11% | 217.53M |
| DIMENSIONAL FUND ADVISORS LP | 2.49M | 133.55K | +5.68% | 214.53M |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 2.41M | -248.11K | -9.34% | 207.83M |
| RENAISSANCE TECHNOLOGIES LLC | 2.38M | -78.10K | -3.18% | 205.48M |
| BANK OF AMERICA CORP /DE/ | 2.30M | 536.79K | +30.37% | 198.90M |
| GOLDMAN SACHS GROUP INC | 2.20M | 593.82K | +37.08% | 189.48M |
| LEGAL & GENERAL GROUP PLC | 2.19M | 164.03K | +8.11% | 188.78M |
| ALLIANZ ASSET MANAGEMENT GMBH | 2.14M | 150.16K | +7.55% | 184.63M |
Insights
- Revenue by product
- Revenue by region
| Period | Value |
|---|---|
| FY2017 | Unified Communications and Collaboration Platform: 151478000.0 |
| FY2018 | Unified Communications and Collaboration Platform: 330517000.0 |
| FY2019 | Unified Communications and Collaboration Platform: 622658000.0 |
| FY2020 | Unified Communications and Collaboration Platform: 2651368000.0 |
| FY2021 | Unified Communications and Collaboration Platform: 4099863999.9999995 |
| FY2022 | Unified Communications and Collaboration Platform: 4392960000.0 |
| FY2023 | Unified Communications and Collaboration Platform: 4527224000.0 |
| FY2025 | Reportable Segment: 4665433000.0 |
| FY2026 | Reportable Segment: 4868769000.0 |
| Period | Value |
|---|---|
| FY2017 | Americas: 125428000.0, Asia Pacific: 13652000.0, EMEA: 12398000.0 |
| FY2018 | Americas: 270132000.0, Asia Pacific: 27720000.0, EMEA: 32665000.0 |
| FY2019 | Americas: 500622000.0, Asia Pacific: 51152000.0, EMEA: 70884000.0 |
| FY2020 | Americas: 500622000.0, Asia Pacific: 51152000.0, EMEA: 70884000.0 |
| FY2021 | Americas: 1831694000.0, Asia Pacific: 332844000.0, EMEA: 486830000.0 |
| FY2022 | Americas: 2734241000.0, Asia Pacific: 564120000.0, EMEA: 801503000.0 |
| FY2023 | Americas: 3228914000.0, Asia Pacific: 571596000.0, EMEA: 726714000.0 |
| FY2024 | Americas: 3228914000.0, Asia Pacific: 571596000.0, EMEA: 726714000.0 |
| FY2025 | Americas: 3351286000.0, Asia Pacific: 571443000.0, EMEA: 742704000.0 |
| FY2026 | Americas: 3508148000.0, Asia Pacific: 590710000.0, EMEA: 769911000.0 |
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