Provides video conferencing services for businesses and individuals. Offers online meeting solutions for remote collaboration. Now — the numbers.
This is an established company with proven profits.
No real growth (4% a year).
If every debt were paid off today, $7.8B would still be left in the vault — a solid cushion for hard times.
The market pays 14.7× for every dollar of annual profit — around what a business like this usually costs.
Against companies in its own sector, it looks cheaper than 84% of them.
Analysts' average target sits 24% above today's price.
angles, checked one by one.
The 4 that stand out are on screen; the rest came back neutral.
The council scores out of 10; report-card grades are out of 100.
Executive Buying: The trades send no strong signal of confidence.
An investor who bought at the very peak is down 67% today. The business is the same; what changed most is the price — and the expectations — the market pins on it.
The net profit margin is 39% — still a thick cushion, though costs have been eating into it lately.
There is $7.8B in the vault; even if every debt were paid off, $7.8B would remain.
It met or beat analyst expectations in 7 of the last 8 quarters — consistency is a promise kept.
Over the last 12 months, executives reported 257 sells against just 61 buys. Not an alarm bell by itself, but a number worth watching.
No clear buy-side message is coming from the executive floor. Council score: 3/10.
On our five-subject report card, ZM sits near the top of the class. A high grade doesn’t mean “guaranteed win” — it means “the evidence looks strong for now.”
The takeaway: ZM is an established business that has proven its profits for years. The real debate here isn’t the price — it’s whether the company can keep up this pace.
The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.
Not covered, because the filings we hold do not carry it: the revenue breakdown.