ZMZoom Video Communications Inc

Information Technology · Computer Software: Programming Data Processing · Large

$95.77−0.45%

As of 23 Oct 2026Mkt cap $28.0B

Stage 13

BUY

Fundamentals

55.8/75

Technical

11.2/15

Independent

67.0/90

GCAE viewstrong Fundamental /75 and actionable Technical v2 timing align · Rotation is a headwind but is not a hard veto in Stage 13

1M: +6.0%
3M: +5.0%
6M: +4.1%
1Y: +16.8%

Financials & valuation

Cached filing evidence · as of 2026-10-02

Valuation

P/E: 8.9xHist median 22.4x
Forward P/E: —No validated forward-estimate source
Price / FCF: 15.3x
FCF yield: 6.5%

Quality

ROIC: 10.9%
Operating margin: 17.4%
FCF margin: 39.5%
Current ratio: 4.3x

Growth

Revenue growth: +4.4%Latest FY YoY
Revenue CAGR: +4.4%
EPS CAGR: +8.3%
FCF CAGR: +6.9%

Capital

Share-count trend: −0.2%3Y annualised
Net cash: $1.2B-0.6x OCF

Annual trend

CAGR 2022–2026: +4.4%
Latest · 2026: $5B
YoY: +4.4%

GCAE Research

View full company research

Quality Research: MIXED
Acceleration Radar: NOT FLAGGED
THE ONE: NOT FLAGGED
Final / Opportunity: NOT FLAGGED

Key takeaway

Zoomtopia introduced a Unified Context Layer, expanded agentic workflows, APIs and governance controls; the product roadmap is broader, but evidence of paid adoption and durable economics is not yet available, so MIXED is retained.

Unresolved question

No reliable unresolved question is available from the current committed evidence.

Watch next

Unified Context Layer paid adoption
Contact-center ARR and Phone-to-CX attach
Enterprise AI governance deployment

More details & evidence

Production decision

Stage 13: BUY
Technical state: early-recovery
Rotation: headwind
Evidence: fresh

Presentation freshness

Stage 11 market: 2026-10-23 · Massive
Financial cache: 2026-10-02
Quality Research: CURRENT
THE ONE: NOT FLAGGED

Authority

Company page: Presentation only
Scores: Frozen GCAE production outputs
Research: Research-only lanes; no score override
Private portfolio: Not loaded