ZEN

Zendesk Inc

TMT


Presented:04/30/2021
Price:$146.15
Cap:$17.30B
Current Price:$77.48
Cap:$8.69B

Presented

Date04/30/2021
Price$146.15
Market Cap$17.30B
Ent Value$15.87B
P/E RatioN/A
Book Value$3.68
Div Yield0%
Shares O/S118.35M
Ave Daily Vol1,173,526
Short Int6.10%

Current

Price$77.48
Market Cap$8.69B
Zendesk, Inc. engages in the provision of customer service platform which enables companies to provide customer support. Its products and services include support; guide; chat; talk; message; inbox team email; explore; connect plus outbound; integrations and apps; embeddables; insights and analytics; and products update. Its also features ticketing system; community forums; help desk software; IT help desk; security; and tech specs. The company was founded by Mikkel Asger Svane, Morten Primdahl and Alexander Aghassipour in 2007 and is headquartered in San Francisco, CA.

Publicly traded companies mentioned herein: American Express Company (AXP), Avalara Inc (AVLR), Paylocity Holding Corp (PCTY), Semrush Holdings Inc (SEMR), Uber Technologies Inc (UBER), Zendesk Inc (ZEN)

Highlights

The presenter is long shares of Zendesk Inc (ZEN) a $17B service company that focuses on the mid-market and SMBs. He believes investors misunderstand ZEN’s leverage to the digitalization of the economy and the reorganization of the company over the last 12 months from a leadership, product, and go-to-market perspective. He believes we’re starting to see an inflection in the business that was evident when ZEN reported on 4/29/2021 and he expects the business to reaccelerate over the next four quarters. 

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Idea Discussion

Commentor 1 - 2 weeks ago

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