Zuora, Inc. (ZUO) Stock Analysis
DELISTED 2025
What happened to Zuora, Inc. (ZUO) stock?
Zuora, Inc. (ZUO) no longer trades on public markets. It was delisted in February 2025. The figures below are historical and are not a current quote.
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Zuora, Inc. (ZUO) trades at $10.02. Zuora, Inc. provides cloud-based software solutions that enable companies to transition to and manage subscription-based business models. Market cap: $1.54B, Sector: Technology.
Last analyzed: May 9, 2026Analyst Coverage for ZUO: ZUO does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates ZUO against Technology peers across nine fundamental dimensions and assigns a neutral fundamental signal based on the underlying data.
ZUO: 2/2 scored disciplines lean bearish. Dominant signal: Seth Klarman bearish.
How is this calculated? →Zuora, Inc. (ZUO) Technology Profile & Competitive Position
Zuora, Inc. offers a cloud-based platform enabling businesses to adopt and manage subscription models, differentiating itself with comprehensive solutions for billing, revenue recognition, and CPQ. Serving diverse industries, Zuora facilitates the transition to recurring revenue streams amid increasing demand for subscription-based services.
What Is the Investment Thesis for ZUO?
Zuora presents a compelling case for investment due to the increasing adoption of subscription-based business models across industries. The company's comprehensive platform addresses the complexities of managing recurring revenue streams, offering solutions for billing, revenue recognition, and CPQ. With a gross margin of 66.0%, Zuora demonstrates strong profitability potential. Key growth catalysts include expanding its customer base and penetrating new markets. However, the company's negative profit margin of -15.8% and a beta of 1.67 indicate higher volatility and risk. Investors should monitor Zuora's ability to achieve profitability and manage its operating expenses effectively.
Based on FMP financials and quantitative analysis
ZUO Key Highlights
Zuora's cloud-based platform enables businesses to transition to subscription-based models.
- The company's gross margin stands at 66.0%, indicating strong profitability potential.
- Zuora's platform includes solutions for billing, revenue recognition, CPQ, and payment management.
- The company serves various industries, facilitating the adoption of recurring revenue streams.
- Zuora's beta of 1.67 suggests higher volatility compared to the market.
Who Are ZUO's Competitors?
ZUO is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| CRM Salesforce, Inc. | $207.22 | +0.55% | $170B | 68 |
| MQ Marqeta, Inc. | $15.80 | +1.02% | $1.55B | 75 |
| PGY Pagaya Technologies Ltd. | $20.15 | -1.56% | $1.68B | 76 |
| PICS PICS | $10.10 | -3.86% | $1.31B | 63 |
| EVTC EVERTEC, Inc. | $29.74 | +0.51% | $1.83B | 71 |
| GCT GigaCloud Technology Inc. | $49.48 | -4.98% | $1.85B | 78 |
| DRKTF Darktrace plc | $3.00 | -60.58% | $1.92B | 62 |
| FORG ForgeRock, Inc. | $23.21 | +6.08% | $1.95B | 63 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are ZUO's Key Strengths?
Comprehensive subscription management platform
- Strong expertise in the subscription economy
- Established customer base across various industries
- Scalable and flexible cloud-based architecture
What Are ZUO's Weaknesses?
Negative profit margin
- High beta indicating higher volatility
- Reliance on subscription-based business model adoption
- Competition from larger enterprise software vendors
What Could Drive ZUO Stock Higher?
Expansion into new industry verticals, driving revenue growth.
- Product innovation and development, enhancing platform capabilities.
- Strategic partnerships and integrations, expanding market reach.
- International expansion, tapping into new revenue streams.
What Are the Key Risks for ZUO?
Financial-distress signal — its Altman Z-Score of 0.87 sits in the distress zone (elevated bankruptcy risk).
- Negative return on equity (-44.4%) — the business is not currently generating profit on shareholder capital.
- Weak fundamentals — a Piotroski F-Score of 2/9 flags soft profitability, leverage or efficiency.
- Increasing competition from established and emerging players.
- Economic downturn impacting subscription spending.
- Changes in regulatory requirements affecting subscription models.
- Technological disruptions rendering current solutions obsolete.
What Are the Growth Opportunities for ZUO?
- Expansion into New Verticals: Zuora has the opportunity to expand its reach into new industry verticals beyond its current customer base. By tailoring its solutions to specific industry needs, Zuora can attract new customers and drive revenue growth. The market for subscription management software is expanding across various sectors, including healthcare, education, and government, presenting significant growth potential for Zuora. This expansion can be achieved through targeted marketing campaigns, strategic partnerships, and product enhancements.
- Product Innovation and Development: Zuora can drive growth by continuously innovating and developing new features and functionalities for its platform. By investing in research and development, Zuora can enhance its existing solutions and introduce new products that address emerging customer needs. This includes incorporating advanced analytics, artificial intelligence, and machine learning capabilities to provide deeper insights and automation for subscription businesses. The timeline for this growth opportunity is ongoing, as continuous innovation is essential for maintaining a competitive edge.
- Strategic Partnerships and Integrations: Zuora can leverage strategic partnerships and integrations to expand its market reach and enhance its platform capabilities. By partnering with complementary technology providers, systems integrators, and consulting firms, Zuora can offer comprehensive solutions that address a wider range of customer needs. This includes integrating with popular CRM, ERP, and accounting systems to streamline business processes and improve data visibility. The timeline for this growth opportunity is medium-term, as building and nurturing partnerships requires time and effort.
- International Expansion: Zuora has the opportunity to expand its presence in international markets, particularly in regions with high growth potential for subscription-based businesses. By establishing local offices, hiring local talent, and adapting its solutions to meet local regulatory requirements, Zuora can tap into new revenue streams and diversify its customer base. This includes targeting emerging markets in Asia-Pacific and Latin America, where the adoption of subscription models is rapidly increasing. The timeline for this growth opportunity is long-term, as international expansion requires careful planning and execution.
- Acquisition of Complementary Technologies: Zuora can accelerate its growth by acquiring complementary technologies and companies that enhance its platform capabilities and expand its market reach. By acquiring companies with expertise in areas such as data analytics, AI, and payment processing, Zuora can strengthen its competitive position and offer more comprehensive solutions to its customers. This includes targeting companies with innovative technologies that address emerging customer needs and market trends. The timeline for this growth opportunity is opportunistic, as acquisition opportunities may arise at any time.
What Are ZUO's Competitive Advantages?
- Comprehensive Platform: Zuora offers a comprehensive suite of solutions that address the entire subscription lifecycle, providing a one-stop-shop for businesses managing recurring revenue.
- Industry Focus: Zuora's deep expertise in the subscription economy and its focus on the unique needs of subscription-based businesses provide a competitive advantage.
- Established Customer Base: Zuora has built a strong customer base across various industries, creating a network effect and reducing customer churn.
- Scalability and Flexibility: Zuora's cloud-based platform is highly scalable and flexible, allowing businesses to adapt to changing market conditions and customer demands.
What Does ZUO Do?
Zuora, Inc., founded in 2006 and headquartered in Redwood City, California, provides cloud-based software solutions designed to empower companies across various industries to embrace and manage subscription-based business models. The company's core offering is the Zuora Central platform, an orchestration engine that streamlines the quote-to-revenue process, enabling businesses to efficiently manage their subscription lifecycles. Zuora's product suite includes Zuora Billing, which allows customers to define payment terms, manage billing relationships, consolidate invoicing, and handle tax transactions. Zuora Revenue automates revenue recognition, ensuring compliance and accuracy. Zuora CPQ (Configure, Price, Quote) facilitates deal configuration, pricing optimization, and quote generation. Zuora Collect manages payments associated with subscription businesses, while Zuora Marketplace provides a platform for extending subscription offerings. Zuora sells its products through a direct sales force, systems integrators, management consulting firms, resellers, technology partners, and ecosystem partners, catering to a global clientele seeking to transform their business models.
What Products and Services Does ZUO Offer?
- Provides a cloud-based platform for managing subscription businesses.
- Offers solutions for billing, revenue recognition, CPQ, and payment management.
- Enables companies to launch, manage, and transform into subscription businesses.
- Automates the quote-to-revenue process for subscription models.
- Helps businesses manage hierarchical billing relationships and consolidate invoicing.
- Facilitates compliance with revenue recognition standards.
- Supports various industries in adopting and optimizing subscription strategies.
How Does ZUO Make Money?
- Generates revenue through subscription fees for its cloud-based software platform.
- Offers different pricing tiers based on usage, features, and support levels.
- Sells its products through a direct sales force, partners, and resellers.
- Focuses on acquiring and retaining customers through value-added services and support.
What Industry Does ZUO Operate In?
Zuora operates in the rapidly growing subscription economy, driven by increasing demand for recurring revenue models across industries. The software infrastructure sector is witnessing significant growth, with companies like Zuora enabling businesses to manage the complexities of subscription billing, revenue recognition, and customer relationships. The competitive landscape includes both specialized subscription management platforms and broader enterprise software vendors. Zuora differentiates itself with its focus on the subscription lifecycle and its comprehensive suite of solutions tailored to the needs of subscription-based businesses.
Who Are ZUO's Key Customers?
- Companies in various industries adopting subscription-based business models.
- Businesses seeking to automate and streamline their billing and revenue recognition processes.
- Organizations looking to improve customer retention and increase recurring revenue.
- Enterprises requiring scalable and flexible subscription management solutions.
Company Profile
Zuora, Inc. operates in the Software - Infrastructure industry within the Technology sector. It is headquartered in Redwood City, US. The company is led by CEO Tien Tzuo. ZUO has traded publicly since 2018.
Financial Health
Zuora, Inc.'s Piotroski F-Score is 2/9, a 9-point checklist of profitability, leverage and efficiency — flagging fundamental weakness worth scrutiny. Its Altman Z-Score of 0.87 places it in the distress zone, a signal of elevated financial risk.
Key Financial Metrics
Return on equity for Zuora, Inc. stands at -44.4%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -8.3%, showing how much profit it generates from its asset base. Its free cash flow yield is -1.9%, a gauge of the cash the business throws off relative to its market value. A current ratio of 2.43 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is -4.9%, the inverse of the P/E and a quick read on earnings relative to price.
ZUO Valuation & Market Position
With a $1.54B market cap, Zuora, Inc. sits in the small-cap segment of the market.
Forward Outlook
Wall Street analysts project Zuora, Inc. revenue of about $487.5M for fiscal 2026, with EPS near $0.58. The estimate reflects 3 contributing analysts.
ZUO Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2024
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in Zuora's future, indicating that executives believe the company is on the right track.
- Community sentiment has shifted positively, with many discussions highlighting Zuora's potential in the subscription economy.
- New partnerships and collaborations have been announced, enhancing Zuora's market position and expanding its customer base.
- Increased focus on customer retention strategies has resonated well with investors, showcasing Zuora's commitment to long-term growth.
Bear Case
- Concerns over competition in the subscription management space have been prevalent, with some analysts questioning Zuora's ability to maintain market share.
- Recent earnings calls revealed challenges in scaling operations, leading to skepticism about future profitability.
- Community discussions reflect a divided opinion, with some bearish sentiment surrounding the company's growth trajectory.
- Market perception has been affected by broader economic uncertainties, causing hesitation among potential investors in tech stocks like Zuora.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
ZUO Latest News
No recent news available for ZUO.
Leadership: Tien Tzuo
CEO
Tien Tzuo is the CEO of Zuora, Inc. He has extensive experience in the software industry. Prior to founding Zuora, Tzuo was the chief strategy officer at Salesforce, where he was among the first 10 employees. He played a key role in developing Salesforce's business model and go-to-market strategy. Tzuo holds a bachelor's degree in electrical engineering from Cornell University and an MBA from Stanford University.
Track Record: Under Tien Tzuo's leadership, Zuora has established itself as a leading provider of subscription management software. He has guided the company through significant growth, including its initial public offering in 2018. Tzuo has also been instrumental in shaping the company's vision and strategy, focusing on the growing subscription economy.
ZUO Technology Stock FAQ
What happened to Zuora, Inc. (ZUO) stock?
Zuora, Inc. (ZUO) no longer trades on public markets. It was delisted in February 2025. The figures below are historical and are not a current quote.
Can I still buy ZUO shares?
No. ZUO stopped trading on public markets in February 2025, so the shares are not available through a broker. Anything you see quoted for ZUO elsewhere is historical data, not a live market.
Are the figures on this page current?
No. Every number here is the last value recorded before ZUO stopped trading. Nothing on this page updates, and none of it is a current quote.
Why does this page still exist?
Because people still search for what happened to Zuora, Inc.. An archived profile that states the delisting plainly is more useful than a dead link — provided it is labelled as history, which is what this page does.
What does Zuora, Inc. do?
Zuora, Inc. provides a cloud-based software platform that enables companies to transition to and manage subscription-based business models. Its platform offers solutions for billing, revenue recognition, CPQ (Configure, Price, Quote), and payment management, streamlining the entire subscription lifecycle. Zuora's solutions help businesses automate their subscription processes, improve customer retention, and increase recurring revenue.
What do analysts say about ZUO stock?
Analyst consensus on Zuora (ZUO) stock is mixed, reflecting the company's growth potential and challenges. Key valuation metrics include its market capitalization and revenue growth rate. Analysts consider Zuora's position in the subscription management software market and its ability to capitalize on the increasing adoption of subscription-based business models.
What are the main risks for ZUO?
Zuora (ZUO) faces several risks, including increasing competition from established and emerging players in the subscription management software market. An economic downturn could impact subscription spending, affecting Zuora's revenue growth. Changes in regulatory requirements related to data privacy and revenue recognition could also pose challenges. Technological disruptions could render Zuora's current solutions obsolete, requiring continuous innovation and adaptation. Investors should carefully consider these risks before investing in ZUO.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on provided data and may not be exhaustive.
- Financial metrics are as of the latest available data.