APP vs ZM: stock comparison and AI forecast
Applovin Corp (APP) and Zoom Communications, Inc. (ZM) compared on price performance, valuation, profitability and the daily AI forecast. · Alpha · vs market
Share
APP Applovin Corp
- Market Cap
- $119.40B
- P/E Ratio
- 24.0x
- Size
- large-cap
- AI Forecast
ZM Zoom Communications, Inc.
- Market Cap
- $25.92B
- P/E Ratio
- 7.7x
- Size
- large-cap
- AI Forecast
Which one does the AI model favor?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
Key facts
- APP is 4.6 times larger than ZM by market capitalization ($119.40B against $25.92B).
- ZM trades at 7.7 times trailing earnings, APP at 24.0 times.
- APP turns 68.8% of its revenue into net income, against 66.2% for ZM.
- APP carries 1.60 times debt per unit of equity, against 0.20 times for ZM.
- Both companies share the SEC industry classification Services-Computer Programming, Data Processing, Etc..
Fundamentals side by side
Trailing twelve months.
Valuation & Market
| Metric | APP | ZM |
|---|---|---|
| Market Cap | $119.40B | $25.92B |
| P/E Ratio | 23.96x | 7.66x |
| P/B Ratio | 36.20x | 2.29x |
| EPS | $14.86 | $11.59 |
| Book Value/Share | $9.84 | $38.74 |
| Revenue/Share | $21.72 | $17.11 |
| FCF/Share | – | $6.60 |
Profitability & Margins
| Metric | APP | ZM |
|---|---|---|
| ROE | 152.0% | 29.3% |
| ROA | 58.4% | 24.4% |
| ROIC | 86.0% | 10.3% |
| Gross Margin | 89.9% | 77.3% |
| Operating Margin | 83.7% | 23.6% |
| Net Margin | 68.8% | 66.2% |
| EBT Margin | 83.9% | 83.5% |
| Tax Rate | 15.6% | 22.2% |
Financial Health
| Metric | APP | ZM |
|---|---|---|
| Current Ratio | 3.80x | 3.83x |
| D/E Ratio | 1.60x | 0.20x |
| Financial Leverage | 2.60x | 1.20x |
| Interest Coverage | 16.9x | – |
| Working Capital | $4.21B | $5.99B |
Cash Flow
| Metric | APP | ZM |
|---|---|---|
| Operating Cash Flow | $4.90B | $2.00B |
| Free Cash Flow | – | $1.93B |
| Capital Spending | – | -$75M |
| OCF Growth YoY | 46.0% | 4.6% |
| FCF Growth YoY | – | -3.8% |
| FCF/Sales | – | 38.6% |
| CapEx/Sales | – | 1.5% |
Operational Efficiency
| Metric | APP | ZM |
|---|---|---|
| Asset Turnover | 0.85x | 0.37x |
| Receivables Turnover | 3.0x | 9.4x |
| Fixed Assets Turnover | 64.3x | 19.6x |
| Days Sales Outstanding | 120 days | 39 days |
| Payables Period | 417 days | 5 days |
Income Statement
| Metric | APP | ZM |
|---|---|---|
| Total Revenue | $7.28B | $4.99B |
| Operating Income | $6.09B | $1.19B |
| Net Income | $5.01B | $3.32B |
| R&D Expense | $312M | $903M |
| SG&A Expense | $1.09B | $3.21B |
| Cost of Goods Sold | $734M | $1.13B |
Dividend & Shareholder Information
| Metric | APP | ZM |
|---|---|---|
| Shares Outstanding | 335M | 292M |
| Net Income Growth | 77.1% | 108.1% |
| EPS Growth | 67.0% | 215.8% |
APP vs ZM: stock comparison and AI forecast
Which is bigger, APP or ZM?
APP is 4.6 times larger than ZM by market capitalization ($119.40B against $25.92B).
Which is cheaper on earnings, APP or ZM?
ZM trades at 7.7 times trailing earnings, APP at 24.0 times.
Which one does Intratio's AI model rank higher, APP or ZM?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
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This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.