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Zoom Communications (ZM) Competitors

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$77.64 -0.34 (-0.43%)
As of 10:10 AM Eastern
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ZM vs. NTES, CRWV, INFY, SNOW, RBLX, NET, TEAM, ZS, VEEV, and DDOG

Should you be buying Zoom Communications stock or one of its competitors? The main competitors of Zoom Communications include NetEase (NTES), CoreWeave (CRWV), American Noble Gas (INFY), Snowflake (SNOW), Roblox (RBLX), Cloudflare (NET), Atlassian (TEAM), Zscaler (ZS), Veeva Systems (VEEV), and Datadog (DDOG). These companies are all part of the "computer software" industry.

Zoom Communications vs. Its Competitors

NetEase (NASDAQ:NTES) and Zoom Communications (NASDAQ:ZM) are both large-cap computer and technology companies, but which is the superior stock? We will contrast the two businesses based on the strength of their valuation, media sentiment, earnings, institutional ownership, profitability, risk, dividends and analyst recommendations.

11.1% of NetEase shares are owned by institutional investors. Comparatively, 66.5% of Zoom Communications shares are owned by institutional investors. 54.7% of NetEase shares are owned by company insiders. Comparatively, 10.8% of Zoom Communications shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

In the previous week, Zoom Communications had 5 more articles in the media than NetEase. MarketBeat recorded 15 mentions for Zoom Communications and 10 mentions for NetEase. Zoom Communications' average media sentiment score of 1.45 beat NetEase's score of 1.23 indicating that Zoom Communications is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
NetEase
5 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Zoom Communications
13 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

NetEase has a net margin of 30.12% compared to Zoom Communications' net margin of 22.31%. NetEase's return on equity of 23.08% beat Zoom Communications' return on equity.

Company Net Margins Return on Equity Return on Assets
NetEase30.12% 23.08% 16.90%
Zoom Communications 22.31%11.08%9.00%

NetEase presently has a consensus target price of $119.38, indicating a potential downside of 11.68%. Zoom Communications has a consensus target price of $87.00, indicating a potential upside of 12.05%. Given Zoom Communications' higher possible upside, analysts clearly believe Zoom Communications is more favorable than NetEase.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
NetEase
0 Sell rating(s)
1 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.88
Zoom Communications
1 Sell rating(s)
15 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.38

NetEase has a beta of 0.67, suggesting that its share price is 33% less volatile than the S&P 500. Comparatively, Zoom Communications has a beta of 0.71, suggesting that its share price is 29% less volatile than the S&P 500.

NetEase has higher revenue and earnings than Zoom Communications. NetEase is trading at a lower price-to-earnings ratio than Zoom Communications, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
NetEase$14.43B5.94$4.07B$6.9519.45
Zoom Communications$4.67B5.03$1.01B$3.3323.32

Summary

NetEase beats Zoom Communications on 9 of the 17 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding ZM and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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ZM vs. The Competition

MetricZoom CommunicationsINTERNET SOFTWARE IndustryComputer SectorNASDAQ Exchange
Market Cap$23.49B$18.10B$27.14B$8.89B
Dividend YieldN/A2.61%2.94%4.13%
P/E Ratio23.3165.7635.7319.70
Price / Sales5.0367.032,067.89108.23
Price / Cash18.2483.9433.8927.49
Price / Book2.658.487.045.39
Net Income$1.01B$335.91M$762.33M$248.34M
7 Day Performance1.56%1.61%1.63%0.65%
1 Month Performance-3.34%2.41%5.80%4.80%
1 Year Performance31.13%67.37%52,210.96%17.53%

Zoom Communications Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ZM
Zoom Communications
4.6068 of 5 stars
$77.64
-0.4%
$87.00
+12.1%
+31.7%$23.49B$4.67B23.317,412Positive News
NTES
NetEase
4.2936 of 5 stars
$129.78
+0.9%
$119.38
-8.0%
+40.8%$82.27B$14.43B18.6826,028Positive News
CRWV
CoreWeave
N/A$169.08
-7.9%
$65.00
-61.6%
N/A$81.16BN/A0.00881
INFY
American Noble Gas
3.2829 of 5 stars
$18.02
+1.9%
$17.48
-3.0%
-0.5%$74.69B$19.28B23.72317,240
SNOW
Snowflake
3.7039 of 5 stars
$213.90
+0.9%
$223.54
+4.5%
+65.5%$71.40B$3.63B-50.807,834Insider Trade
RBLX
Roblox
2.4347 of 5 stars
$103.43
+1.3%
$78.04
-24.5%
+182.5%$70.23B$3.60B-77.272,474Analyst Forecast
Insider Trade
NET
Cloudflare
3.883 of 5 stars
$183.76
+2.5%
$145.92
-20.6%
+136.2%$63.63B$1.77B-798.124,263Positive News
TEAM
Atlassian
4.7219 of 5 stars
$193.52
+2.1%
$282.19
+45.8%
+14.8%$50.80B$4.36B-116.5812,157Trending News
Insider Trade
ZS
Zscaler
3.849 of 5 stars
$310.54
+2.5%
$294.03
-5.3%
+63.3%$48.35B$2.17B-1,194.387,348Trending News
VEEV
Veeva Systems
4.1745 of 5 stars
$281.03
+0.3%
$269.80
-4.0%
+57.2%$45.93B$2.75B59.557,291Positive News
DDOG
Datadog
4.2055 of 5 stars
$129.42
+1.5%
$142.52
+10.1%
+3.6%$44.66B$2.68B281.136,500Positive News

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This page (NASDAQ:ZM) was last updated on 7/1/2025 by MarketBeat.com Staff
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