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Zoom Video Communications (ZM) Competitors

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$79.41 -0.85 (-1.06%)
As of 03:58 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

ZM vs. NTES, INFY, SNOW, RBLX, NET, CRWV, TEAM, VEEV, ZS, and DDOG

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

Zoom Video Communications vs.

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

11.1% of NetEase shares are owned by institutional investors. Comparatively, 66.5% of Zoom Video Communications shares are owned by institutional investors. 54.7% of NetEase shares are owned by company insiders. Comparatively, 11.5% of Zoom Video Communications shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

NetEase received 358 more outperform votes than Zoom Video Communications when rated by MarketBeat users. Likewise, 69.13% of users gave NetEase an outperform vote while only 50.70% of users gave Zoom Video Communications an outperform vote.

CompanyUnderperformOutperform
NetEaseOutperform Votes
683
69.13%
Underperform Votes
305
30.87%
Zoom Video CommunicationsOutperform Votes
325
50.70%
Underperform Votes
316
49.30%

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

In the previous week, Zoom Video Communications had 9 more articles in the media than NetEase. MarketBeat recorded 15 mentions for Zoom Video Communications and 6 mentions for NetEase. NetEase's average media sentiment score of 0.93 beat Zoom Video Communications' score of 0.88 indicating that NetEase is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
NetEase
2 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Zoom Video Communications
7 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

NetEase presently has a consensus target price of $119.38, suggesting a potential downside of 8.31%. Zoom Video Communications has a consensus target price of $87.00, suggesting a potential upside of 8.40%. Given Zoom Video Communications' higher possible upside, analysts clearly believe Zoom Video 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 Video Communications
1 Sell rating(s)
15 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.38

NetEase has a net margin of 28.17% compared to Zoom Video Communications' net margin of 20.34%. NetEase's return on equity of 22.12% beat Zoom Video Communications' return on equity.

Company Net Margins Return on Equity Return on Assets
NetEase28.17% 22.12% 15.73%
Zoom Video Communications 20.34%10.98%8.89%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
NetEase$107.27B0.77$4.14B$6.9518.73
Zoom Video Communications$4.70B5.17$637.46M$3.3324.10

Summary

NetEase beats Zoom Video Communications on 11 of the 19 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 {thisCompany.Symbol} 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 Video CommunicationsComputer & Data IndustryComputer SectorNASDAQ Exchange
Market Cap$24.28B$82.22B$26.13B$8.63B
Dividend YieldN/A1.76%2.86%4.19%
P/E Ratio26.7560.8845.4620.15
Price / Sales5.17192.241,994.79161.57
Price / Cash22.6530.1934.7734.64
Price / Book3.085.267.104.72
Net Income$637.46M$3.40B$742.16M$248.00M
7 Day Performance-0.89%3.93%2.98%3.71%
1 Month Performance-1.29%5.30%7.29%10.34%
1 Year Performance27.48%38.93%52,402.69%15.16%

Zoom Video Communications Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ZM
Zoom Video Communications
3.8717 of 5 stars
$79.41
-1.1%
$87.00
+9.6%
+27.7%$24.02B$4.70B26.468,480Analyst Downgrade
Analyst Revision
NTES
NetEase
3.7686 of 5 stars
$123.01
+1.0%
$119.38
-3.0%
+38.6%$78.00B$107.27B19.3332,100Positive News
INFY
Infosys
2.9148 of 5 stars
$18.08
-0.6%
$17.48
-3.3%
+1.6%$74.87B$19.28B22.88339,500
SNOW
Snowflake
3.8209 of 5 stars
$209.09
+1.7%
$217.33
+3.9%
+60.6%$69.79B$3.84B-61.663,990Trending News
Analyst Forecast
Insider Trade
RBLX
Roblox
2.1125 of 5 stars
$89.49
+2.9%
$70.86
-20.8%
+161.7%$60.70B$3.84B-61.722,130Trending News
Insider Trade
NET
Cloudflare
3.7739 of 5 stars
$168.50
+1.6%
$141.79
-15.8%
+151.6%$58.43B$1.77B-766.283,220Trending News
Insider Trade
Analyst Revision
CRWV
CoreWeave, Inc. Class A Common Stock
N/A$117.00
+5.1%
$60.94
-47.9%
N/A$56.16B$2.71B0.00881Trending News
Analyst Forecast
Options Volume
Gap Down
TEAM
Atlassian
4.9042 of 5 stars
$206.54
-0.5%
$285.29
+38.1%
+31.6%$54.13B$4.96B-153.878,810
VEEV
Veeva Systems
3.7538 of 5 stars
$278.15
-0.6%
$269.80
-3.0%
+54.5%$45.25B$2.86B68.685,480
ZS
Zscaler
3.7241 of 5 stars
$292.02
+5.9%
$277.32
-5.0%
+65.7%$45.15B$2.55B-1,167.334,980Trending News
Analyst Upgrade
Analyst Revision
DDOG
Datadog
4.5323 of 5 stars
$117.61
-0.2%
$141.04
+19.9%
+10.7%$40.60B$2.83B230.544,800Analyst Revision

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This page (NASDAQ:ZM) was last updated on 6/10/2025 by MarketBeat.com Staff
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