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Upturn AI SWOT - About
ZI 
ZoomInfo Technologies Inc (ZI)
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Upturn Advisory Summary
04/01/2025: ZI (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -56.74% | Avg. Invested days 20 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.59B USD | Price to earnings Ratio 123 | 1Y Target Price 11.9 |
Price to earnings Ratio 123 | 1Y Target Price 11.9 | ||
Volume (30-day avg) 8000730 | Beta 0.98 | 52 Weeks Range 7.65 - 16.98 | Updated Date 04/1/2025 |
52 Weeks Range 7.65 - 16.98 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.08 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 2.4% | Operating Margin (TTM) 26.24% |
Management Effectiveness
Return on Assets (TTM) 1.87% | Return on Equity (TTM) 1.53% |
Valuation
Trailing PE 123 | Forward PE 10.41 | Enterprise Value 4629669046 | Price to Sales(TTM) 2.96 |
Enterprise Value 4629669046 | Price to Sales(TTM) 2.96 | ||
Enterprise Value to Revenue 3.81 | Enterprise Value to EBITDA 29.62 | Shares Outstanding 365280000 | Shares Floating 301994144 |
Shares Outstanding 365280000 | Shares Floating 301994144 | ||
Percent Insiders 11.2 | Percent Institutions 89.9 |
Analyst Ratings
Rating 3 | Target Price 11.5 | Buy 2 | Strong Buy 3 |
Buy 2 | Strong Buy 3 | ||
Hold 13 | Sell 4 | Strong Sell 2 | |
Strong Sell 2 |
Upturn AI SWOT
ZoomInfo Technologies Inc
Company Overview
History and Background
ZoomInfo was founded in 2007 as Eliyon Technologies. It rebranded as ZoomInfo in 2009. Initially, it focused on providing business contact information. Over time, it evolved into a comprehensive B2B intelligence platform, going public in June 2020.
Core Business Areas
- Sales Intelligence: Provides comprehensive B2B data, including company profiles, contact information, and business insights to help sales teams identify and target potential customers.
- Marketing Solutions: Offers tools for lead generation, marketing automation, and campaign management, enabling marketers to reach their target audience more effectively.
- Recruiting: Provides access to a database of professionals, enabling recruiters to find qualified candidates for open positions.
Leadership and Structure
Henry Schuck is the Founder and CEO. The company has a typical corporate structure with departments for sales, marketing, technology, finance, and operations.
Top Products and Market Share
Key Offerings
- SalesOS: ZoomInfo SalesOS is a sales intelligence platform that provides B2B contact information, company profiles, and sales automation tools. Competitors include LinkedIn Sales Navigator, Apollo.io, and Lusha. Estimated Market Share 25% (Estimate based on general analysis, data is not publicly available)
- MarketingOS: ZoomInfo MarketingOS is a marketing automation platform that helps businesses generate leads, nurture prospects, and measure marketing ROI. Competitors include HubSpot, Marketo, and Pardot. Revenue figures specifically for this product are not publicly available.
- RecruitOS: ZoomInfo RecruitOS provides tools for recruiters to find qualified candidates. Competitors include LinkedIn Recruiter, Indeed, and ZipRecruiter. Revenue figures specifically for this product are not publicly available.
Market Dynamics
Industry Overview
The B2B intelligence market is growing rapidly, driven by the increasing need for businesses to identify and target potential customers effectively. Cloud-based solutions and data analytics are key trends.
Positioning
ZoomInfo is a leading player in the B2B intelligence market, known for its comprehensive data and advanced features. Its competitive advantages include the breadth and depth of its data, its focus on innovation, and its strong brand recognition.
Total Addressable Market (TAM)
Estimated TAM is $70 billion. ZoomInfo aims to expand its market share through product innovation and strategic acquisitions.
Upturn SWOT Analysis
Strengths
- Comprehensive B2B data
- Strong brand recognition
- Advanced features and functionality
- Large customer base
- Innovative product development
Weaknesses
- High cost compared to competitors
- Data accuracy concerns (though improving)
- Integration challenges with existing systems
Opportunities
- Expanding into new markets
- Developing new products and services
- Acquiring complementary businesses
- Leveraging artificial intelligence and machine learning
- Increasing demand for B2B intelligence
Threats
- Increasing competition
- Data privacy regulations
- Economic downturn
- Data security breaches
- Changing customer needs
Competitors and Market Share
Key Competitors
- MSFT
- ORCL
- CRM
Competitive Landscape
ZoomInfo has a strong competitive position due to its comprehensive data, but faces competition from large tech companies with existing customer relationships and broad product portfolios.
Major Acquisitions
Chorus.ai
- Year: 2021
- Acquisition Price (USD millions): 575
- Strategic Rationale: Acquired for its conversation intelligence platform to enhance ZoomInfo's sales intelligence capabilities.
Growth Trajectory and Initiatives
Historical Growth: ZoomInfo has experienced significant growth in recent years, driven by increased demand for B2B intelligence. Growth has slowed due to market conditions.
Future Projections: Analysts predict continued growth for ZoomInfo, although at a slower pace. Revenue is projected to increase by 10-15% annually over the next few years.
Recent Initiatives: Recent initiatives include product enhancements, strategic acquisitions, and expansion into new markets.
Summary
ZoomInfo is a leading B2B intelligence platform with a robust product suite and substantial market share. Although historically high growth rates are decelerating, the company maintains a strong financial position and continues to innovate. Competitive pressures and data privacy regulations pose potential challenges, but strategic acquisitions and product diversification efforts position ZoomInfo for sustained success in the evolving B2B landscape. Company's data accuracy and pricing need to be competitive to continue high growth.
Similar Companies
- MSFT
- ORCL
- CRM
- HUBS
- LINKD
Sources and Disclaimers
Data Sources:
- ZoomInfo Investor Relations
- Market Research Reports
- Analyst Estimates
- Company Press Releases
Disclaimers:
This analysis is based on publicly available information and analyst estimates. Actual results may vary. The AI-based rating is for informational purposes only and should not be considered investment advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About ZoomInfo Technologies Inc
Exchange NASDAQ | Headquaters Vancouver, WA, United States | ||
IPO Launch date 2020-06-04 | Founder, Chairman of the Board & CEO Mr. Henry L. Schuck J.D. | ||
Sector Technology | Industry Software - Application | Full time employees 3508 | Website https://www.zoominfo.com |
Full time employees 3508 | Website https://www.zoominfo.com | ||
ZoomInfo Technologies Inc., together with its subsidiaries, provides go-to-market intelligence and engagement platform for sales, marketing, operations, and recruiting professionals in the United States and internationally. The company's cloud-based platform provides workflow tools and information on organizations and professionals to help users identify target customers and decision makers, obtain continually updated predictive lead and company scoring, monitor buying signals and other attributes of target companies, craft messages, engage through automated sales tools, and track progress through the deal cycle. Its paid products include ZoomInfo Copilot, ZoomInfo Sales, ZoomInfo Marketing, ZoomInfo Operations, and ZoomInfo Talent, as well as ZoomInfo Lite. The company serves enterprises, mid-market companies, and down to small businesses that operate in various industry, including software, business services, manufacturing, telecommunications, financial services, media and internet, transportation, education, hospitality, and real estate. ZoomInfo Technologies Inc. was founded in 2007 and is headquartered in Vancouver, Washington.
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