Zoom Video ZM
UCaaS B2B SaaS Enterprise Software Cloud-based Software PLG

Zoom Video trades at 4.3x EV/NTM revenue on a $22.25B enterprise value. Revenue grew 4.9% year over year to $1.28B in the quarter ending July 2026, an annual run rate of $5.11B. Zoom Video reports a 77.2% gross margin and 57.5-month CAC payback.

ARR ($M)
5108
Net Dollar Retention
--
ARR Growth
4.9%
EV / NTM Revenue
4.3x
Payback Period
57.5
EV / Run Rate
4.4x
Price & Key Metrics
Price Performance
Company Details
Share Price: 98.43
Last Filing Date: 2026-07-31
Fiscal Year End: 01-31
Last Filing: Form
Founding Year: 2011
IPO Year: 2019
% of 52 wk High: 88%
Description
Zoom Video Communications is a company headquartered in San Jose, California that provides remote conferencing services using cloud computing.
Categories
UCaaS B2B SaaS Enterprise Software Cloud-based Software PLG
Valuation
Market Cap: 29,504.032
Enterprise Value: 22,254.311
EV / Revenue Run Rate: 4.4x
EV / NTM Revenue: 4.3x
EV / 2026 Revenue Estimates: 4.4x
EV / 2027 Revenue Estimates: 4.2x
EV / 2028 Revenue Estimates: 4.1x
Key Business Metrics
Net Dollar Retention: --
Customers: --
ARR: 5,108
ARR Growth %: 5%
ARR/Customer ($K): --
ARR/Employee ($K): 686
Revenue
Revenue Run Rate: 5,108
ARR: 5,108
2026 Revenue Estimates: 5,042
2027 Revenue Estimates: 5,261
2028 Revenue Estimates: 5,445
LTM Revenue: 4,993
Last Year Run Rate: 4,868
Growth
Revenue Growth: 5%
ARR Growth: 5%
Growth Persistence: 105%
2026 Revenue Growth Estimates: 4%
2027 Revenue Growth Estimates: 4%
2028 Revenue Growth Estimates: 3%
Financials
Quarterly
Calendar Year
Frequently Asked Questions

How fast is Zoom Video growing?

Zoom Video grew revenue 4.9% year over year, reaching $1.28B in the quarter ending July 2026.

What multiple does Zoom Video trade at?

Zoom Video trades at 4.3x EV/NTM revenue and 4.4x EV/run-rate, on an enterprise value of $22.25B.

Is Zoom Video profitable?

For Zoom Video, operating income was $314.3M last quarter and LTM free cash flow margin is 38.6%.

How long does it take Zoom Video to pay back CAC?

Zoom Video recovers customer acquisition cost in about 57.5 months.

What sector is Zoom Video in?

Public Comps classifies Zoom Video under UCaaS, B2B SaaS, Enterprise Software, Cloud-based Software, and PLG.

Where does Public Comps get Zoom Video's data?

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