Zendesk ZEN
Application Software Sales & Customer Success B2B SaaS Enterprise Software Mature SaaS

Zendesk trades at 4.8x EV/NTM revenue on a $9.58B enterprise value. Revenue grew 20.1% year over year to $416.9M in the quarter ending September 2022, an annual run rate of $1.67B. Zendesk reports a 80.9% gross margin and 40.1-month CAC payback.

ARR ($M)
1667
Net Dollar Retention
--
ARR Growth
20.2%
EV / NTM Revenue
4.8x
Payback Period
40.1
EV / Run Rate
5.7x
Price & Key Metrics
Price Performance
Company Details
Share Price: 77.48
Last Filing Date: 2022-09-30
Fiscal Year End: 12-31
Last Filing: Form
Founding Year: 2007
IPO Year: 2014
Description
Zendesk Inc. is a customer service software company. Zendesk Support is a system for tracking, prioritizing, and solving customer support tickets. Zendesk Connect allows businesses to get to know their customers by collecting customer data from across the Zendesk family of products and providing a complete timeline of events and conversation.
Categories
Application Software Sales & Customer Success B2B SaaS Enterprise Software Mature SaaS
Valuation
Market Cap: 9,625.962
Enterprise Value: 9,575.489
EV / Revenue Run Rate: 5.7x
EV / NTM Revenue: 4.8x
EV / 2026 Revenue Estimates: --
EV / 2027 Revenue Estimates: --
EV / 2028 Revenue Estimates: --
Key Business Metrics
Net Dollar Retention: --
Customers: --
ARR: 1,667
ARR Growth %: 20%
ARR/Customer ($K): --
ARR/Employee ($K): 258
Revenue
Revenue Run Rate: 1,667
ARR: 1,667
2026 Revenue Estimates: --
2027 Revenue Estimates: --
2028 Revenue Estimates: --
LTM Revenue: 1,587
Last Year Run Rate: 1,387
Growth
Revenue Growth: 20%
ARR Growth: 20%
Growth Persistence: 62%
2026 Revenue Growth Estimates: --
2027 Revenue Growth Estimates: --
2028 Revenue Growth Estimates: --
Financials
Quarterly
Calendar Year
Frequently Asked Questions

How fast is Zendesk growing?

Zendesk grew revenue 20.1% year over year, reaching $416.9M in the quarter ending September 2022.

What multiple does Zendesk trade at?

Zendesk trades at 4.8x EV/NTM revenue and 5.7x EV/run-rate, on an enterprise value of $9.58B.

Is Zendesk profitable?

For Zendesk, operating income was -$55.4M last quarter and LTM free cash flow margin is 6.0%.

How long does it take Zendesk to pay back CAC?

Zendesk recovers customer acquisition cost in about 40.1 months.

What sector is Zendesk in?

Public Comps classifies Zendesk under Application Software, Sales & Customer Success, B2B SaaS, Enterprise Software, and Mature SaaS.

Where does Public Comps get Zendesk's data?

Figures come from Zendesk's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.