Análisis Argos
ZM
ZMOportunidad
Zoom Communications, Inc. · Technology
US$ 87.15
precio al 2026-07-04
Valor justo Argos*
US$ 125–138
vs. su valor justo
37% por debajo
Score Argos
70/100
Oportunidad
LA RESPUESTA
El mercado la precia para que se encoja 1% al año — menos de lo que viene demostrando (11.8%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Las ganancias crecieron 88% el último año.
Tiene más caja que deuda: balance fuerte.
Riesgos
Sin riesgos destacados.
VALOR6/6FUTURO6/6PASADO4/6SALUD6/6DIVIDENDO5/6
El Iris de calidad
VALOR6/6FUTURO6/6PASADO4/6SALUD6/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos70de 100Oportunidad
Ingresos4%
US$ 4.9 B
Margen operativo33%
23.1%
Flujo de caja libre6%
US$ 1.9 B
Deuda neta
US$ -1.2 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 25.6B
P/E13.4x
EV/EBITDA19.4x
FCF yield7.5%
ROIC10.3%
Margen operativo23.1%
Crecim. ingresos+4.4%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

globenewswire.com · 2 jul
Zoom to Acquire Common Room, Bringing Buyer Intelligence to its AI Revenue Platform
SAN JOSE, Calif., July 02, 2026 (GLOBE NEWSWIRE) -- Zoom Communications, Inc. (NASDAQ: ZM) today announced that it has entered into a definitive agreement to acquire Common Room, an AI-native Go-to-Market (GTM) intelligence platform that turns fragmented signals and siloed customer data into complete, person-level buyer intelligence and activates it with AI agents.
zacks.com · 1 jul
FIVN vs. ZM: Which Stock Should Value Investors Buy Now?
Investors interested in Internet - Software stocks are likely familiar with Five9 (FIVN) and Zoom Communications (ZM). But which of these two stocks is more attractive to value investors?
gurufocus.com · 26 jun
Zoom Communications Inc (ZM) Shares Surge 4.3% -- What GF Score of 85 Tells Investors
On June 26, 2026, Zoom Communications Inc (ZM) shares rose 4.3% to a current price of $86.48. Despite today's positive performance, the stock has experienced a
fool.com · 24 jun
Can the Zoom Dip Get Even Worse?
Low growth rates have been pretty consistent, which doesn't offer much optimism for a rally. Google and Microsoft have their own video conferencing products that keep Zoom's growth in check.
zacks.com · 24 jun
Here is What to Know Beyond Why Zoom Communications, Inc. (ZM) is a Trending Stock
Zoom (ZM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
globenewswire.com · 22 jun
Introducing Agent Architect and Agent Performance Suite for Zoom Virtual Agent
New Zoom Virtual Agent capabilities help organizations build AI agents faster, optimize performance over time, and deliver more personalized customer experiences through a connected Zoom CX platform. At a glance: New Zoom Virtual Agent capabilities Agent Architect: Generate production-ready voice and digital AI agents from a simple prompt.
zacks.com · 10 jun
Is Trending Stock Zoom Communications, Inc. (ZM) a Buy Now?
Recently, Zacks.com users have been paying close attention to Zoom (ZM). This makes it worthwhile to examine what the stock has in store.
seekingalpha.com · 5 jun
Zoom's Rebound Is Just Getting Started
Zoom is rebounding strongly, with >30% gains since early 2026, outperforming the broader market. Firming revenue growth, robust profitability, and a deeply undervalued stock underpin my reiterated buy rating. ZM's significant cash position and its >$1 billion stake in Anthropic provide additional upside and strategic flexibility.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.