ZM

Zoom Video Communications, Inc.

TMT


Presented:09/22/2023
Price:$68.85
Cap:$20.49B
Current Price:$68.42
Cap:$21.06B

Presented

Date09/22/2023
Price$68.85
Market Cap$20.49B
Ent Value$16.49B
P/E Ratio152.8x
Book Value$23.27
Div Yield0%
Shares O/S297.54M
Ave Daily Vol3,486,654
Short Int6.29%

Current

Price$68.42
Market Cap$21.06B
Zoom Video Communications, Inc. engages in the provision of a core unified communications and collaboration platform, which frictionlessly brings together video, phone, chat, and webinars, and enables meaningful experiences across disparate devices and locations. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa. The company was founded by Eric S. Yuan in 2011 and is headquartered in San Jose, CA.

Publicly traded companies mentioned herein: Microsoft Corp. (MSFT), Zoom Video Communications Inc. (ZM)

Highlights

The presenter is short shares of Zoom Video Communication Inc. (ZM), seeing the stock as a potential value trap. He sees the competitive environment getting worse for ZM, given the risk of losing market share to Microsoft. As MSFT ramps up its sales push of Copilot, ZM faces a more precarious position which he believes warrants a revaluation to 6x on a DCF vs the 12x-13x that it trades at currently.

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Idea Discussion

Commentor 1 - 2 weeks ago

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