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Not financial advice. Analytical data for research only.
Intrinsiqq is a Netherlands-based company operating in Rotterdam, KvK 73238007.
Zoom is redefining modern work as a system of action, turning live collaboration into completed results. From entrepreneurs to global enterprises, customers choose Zoom to seamlessly collaborate, communicate, and drive outcomes across meetings, chat, phone, contact center, events, and more all with the built-in assistance of Zoom AI Companion.
$94.90
$1.78 (-1.84%)
EOD Sep 1, 2026
23.08% operating margin is above average. ROIC at 6.38%. Note that capital returns lag the margin, the business may be capital-intensive despite high margins.
Revenue grew 4.4%, steady but not accelerating.
Even for strong businesses, today's 9x P/E means the stock needs to keep delivering. There's no margin of safety if growth disappoints.
8.8x earnings, 14.8x FCF. The multiple is below average. Either the market is pricing in deterioration you should investigate, or there's genuine value here.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$4.99B
▲ +4.4% YoY
Net Income (TTM)
$3.26B
▲ +88.1% YoY
Op. Margin
23.73%
▲ +5.6pp YoY
ROIC
9.22%
▲ +0.4pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$1.93B
▲ +6.4% YoY
Op. Cash Flow (TTM)
$2.00B
▲ +2.2% YoY
Net Debt
-$7.19B
Net Cash Position
Cash & Equiv.
$7.25B
5Y CAGR: +12.9%
5Y CAGR: +6.7%
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SourceComputed from the 10-Q filed 26 Aug 2026, covering the period ending 31 Jul 2026, as reported to the SEC. Data last refreshed 27 Aug 2026. How this is calculated.
Price from market data, last close as of 1 Sept 2026. Fiscal year ends Jan. Sector medians are approximate S&P 500 benchmarks and update periodically.
At a P/E of 8.8 and a price-to-free-cash-flow of 14.8, Zoom Video Communications (ZM) trades below a two-stage DCF intrinsic value of about $161.62 per share, so at $94.90 the stock looks undervalued (70.3% below estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Zoom Video Communications scores 83/100 on Intrinsiqq's quality scorecard (a high-quality business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. All figures are computed from SEC filings; read the full methodology. This is analysis, not investment advice.
Intrinsiqq's two-stage DCF estimates an intrinsic value of about $161.62 per share for ZM, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around $121.21. At today's $94.90, that puts the stock about 70.3% below estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
Zoom Video Communications scores 83 out of 100 on Intrinsiqq's quality score, a weighted blend of 8 metrics each scored 0 to 100, which makes it a high-quality business on these measures. Recent fundamentals include a 23.7% operating margin and a 9.2% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
That depends on valuation and quality together, not either alone. ZM currently trades below its estimated intrinsic value and scores 83/100 on quality (high-quality). A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.