Assessing Zoom Communications (ZM) Valuation After A Mixed Stretch Of Share Price Performance

Simply Wall St.01-24

AdvertisementWhat Zoom Communications’ recent performance tells investors Zoom Communications (ZM) has been attracting fresh attention after a mixed stretch for the shares, with a modest gain over the...

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See our latest analysis for Zoom Communications. Recent trading has been choppy, with a 1 day share price return of 4.27% and a 7 day share price return of 3.84%, in contrast to a 1 month share price return decline of 2.88%. Over longer periods, the 1 year total shareholder return of 5.80% and 3 year total shareholder return of 18.26% suggest interest has been rebuilding from much weaker levels, including a 5 year total shareholder return decline of 77.64%. If Zoom’s moves have you thinking about where else growth and AI themes could show up in your portfolio, it could be a good moment to scan high growth tech and AI stocks for other ideas. With Zoom trading at a discount to some analyst targets and an estimated intrinsic discount of about 31%, the key question for you is simple: is this a genuine value opportunity, or is the market already baking in future growth? Most Popular Narrative: 10.9% Undervalued With Zoom Communications closing at $84.65 against a most-followed fair value of about $94.96, the prevailing narrative sees a modest valuation gap built on specific growth and margin assumptions.  Strong and accelerating adoption of AI-powered features, such as AI Companion, Virtual Agent 2.0, and Contact Center Elite, demonstrates growing customer reliance on advanced collaboration and productivity tools, positioning Zoom at the forefront of enterprise digital transformation; this is likely to expand the addressable market, drive multi-year revenue growth, and increase recurring revenue stability.  Read the complete narrative. Curious what kind of revenue glide path and profit profile sit behind that fair value lens? The narrative leans on a measured growth curve, steady margins, and a future earnings multiple that is not outlandish for large software names, yet still meaningfully higher than today. The detailed numbers and time frames are where the story really gets interesting. Result: Fair Value of $94.96 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this story could shift quickly if competition from bundled suites squeezes pricing or if AI features fail to translate into clear, paid adoption. Find out about the key risks to this Zoom Communications narrative.  Build Your Own Zoom Communications Narrative If you see the story differently or prefer to weigh the assumptions yourself, you can build a custom view in just a few minutes by starting with Do it your way. A great starting point for your Zoom Communications research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision. Looking for more investment ideas? If you stop with just one stock, you risk missing other angles that could suit your goals, so give yourself options and see what else stands out.  Spot potential mispricing by checking out these 876 undervalued stocks based on cash flows that match your interest in companies trading below what their cash flows might justify. Ride the next wave of automation and data insight by scanning these 24 AI penny stocks that could benefit from growing demand for AI driven tools. Add a different source of income potential by reviewing these 12 dividend stocks with yields > 3% that offer yields above 3% alongside regular cash returns.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Zoom Communications might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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