Volver a la clasificación

ZoomInfo Technologies Inc. (GTM)

Infravalorada
TechnologySoftware - ApplicationUnited States

Fundamental

66

Precio

$3.85

Capitalización Bursátil

$1.14B

Parte 1 · Cuánto vale la empresa

Resumen

ZoomInfo sells access to a database of business contacts, company information and buying-intent signals that sales, marketing and recruiting teams use to find and reach the right prospects. Rather than helping a company sell to consumers, its customers are the sales and marketing departments of other businesses looking for leads. It operates as one reportable segment: everything is variations on the same core product, from basic contact lookups to AI-assisted outreach and account-based marketing tools sold as add-on modules.

Cómo genera ingresos

Customers pay annual or multi-year subscription fees for seats and modules — Sales, Marketing, Operations, Talent — with the price scaling by number of users and which data and automation features are included. Growth comes less from finding brand-new customers and more from expanding what existing accounts already pay for: adding seats, upgrading modules, or moving from smaller downmarket contracts to larger upmarket ones. When customers shrink their teams or cut software budgets, seat counts and renewal size fall with them.

Ventaja competitiva

Efectos de red · Estrecha

ZoomInfo's database gets more useful as more customers and integrations feed data back into it, and switching a sales team's workflow to a new provider means re-training and re-verifying contact data from scratch. But the underlying business-contact data itself is not exclusive — LinkedIn, data brokers and large language models can all be assembled into a competing product, so the advantage is real but not unassailable.

Qué impulsa la demanda

Cíclico

ZoomInfo sells to sales, marketing and recruiting teams, and spending on those functions is one of the first things companies cut when they pull back on growth — fewer sales reps means fewer seats needed. Net revenue retention below 100% in recent periods shows existing customers are already spending less on average, not just failing to grow.

Riesgos clave

  • Customer growth and retention — The company depends on attracting new customers, renewing subscriptions and expanding usage at existing accounts; weaker economic conditions can cut spending on sales and marketing tools first.
  • Competition from data providers and AI platforms — Growing competition from other data vendors and large-language-model platforms could offer similar contact and intent data, eroding ZoomInfo's pricing power or market share.
  • Data privacy and AI regulation — Evolving privacy and AI-related laws could restrict how the company gathers, processes and sells contact and company data, a core part of its product.
  • Sensitivity to customer headcount — Because pricing scales with seats, when customers reduce sales, marketing or recruiting headcount, ZoomInfo's revenue from that account shrinks even if the customer relationship itself continues.

Los argumentos a favor

Buyers argue that a database built from years of aggregated contributions and integrations is hard for a new entrant to match quickly, and that AI-driven sales tools give ZoomInfo a chance to sell more modules into the same customer base rather than needing constant new logos.

Los argumentos en contra

Sellers fear that falling net revenue retention shows existing customers are already spending less, that large language models could let competitors assemble comparable contact data more cheaply, and that revenue tied to sales and marketing headcount is exposed whenever customers tighten budgets.

Written by the editors, published on 18 de agosto de 2026

Direct competitors

Who this company fights with for the same customers

Compare

Generated on 18 de septiembre de 2026 with claude-haiku-4-5 — shared with all users

P/E: 28.6Score: 72Market cap: $3.70T

LinkedIn Sales Navigator, named by ZoomInfo in its own 10-K, sells prospect identification and buyer research to the same sales organisations, backed by the professional profiles ZoomInfo has to assemble from outside sources.

Apollo.io (Apollo Data, Inc.)Not tracked

Apollo.io sells the same thing ZoomInfo sells — a B2B contact and company database with built-in prospecting and outreach — and wins many of the same small and mid-market sales teams on price.

Dun & Bradstreet Holdings, Inc. — D&B HooversNot tracked

D&B Hoovers, also named in ZoomInfo's 10-K, sells company and contact data plus sales-trigger intelligence to the same enterprise sales and marketing budgets; Dun & Bradstreet has been privately held by Clearlake Capital since August 2025.

Informa TechTarget, Inc.TTGT

Informa TechTarget's Priority Engine sells purchase-intent data on technology buyers to the same B2B tech vendors that buy ZoomInfo's intent signals to decide which accounts to call first.

Cognism LimitedNot tracked

Cognism is the closest like-for-like rival on European contact data, selling verified phone numbers and emails with GDPR compliance to the same sales teams ZoomInfo courts outside the United States.

6sense Insights, Inc.Not tracked

6sense competes for the same account-based marketing and revenue-operations budget, selling intent signals and buyer-stage predictions that overlap directly with ZoomInfo's intent and Copilot products.

Balance y Liquidez

Ingresos

$1.26B

Últimos 12 meses (hasta 30/6/2026)

Beneficio Neto

$-541M

Últimos 12 meses (hasta 30/6/2026)

Flujo de Caja Libre

$389M

Patrimonio Neto Total

$1.51B

Pasivo Total

$4.93B

Ratio de Liquidez

0.65

Cobertura de Intereses

8.80

Deuda/EBITDA

4.49

Beneficio Por Acción

Ingresos y Beneficio Neto

Flujo de Caja Libre

Desglose de Ingresos

Estado histórico

Márgenes en el tiempo

La deuda en el tiempo

Cuánto pesa la deuda

Cuadro de crecimiento

Crecimiento — Ingresos

Estimación de Valor Justo

Caso generalInfravalorado

Valor Justo

$16.03

Precio Actual

$3.85

Margen de Seguridad

+76.0%

Rango de Valor Justo

$10.42 - $21.64

Dispersión entre los métodos de valoración utilizados, no un intervalo de confianza calibrado estadísticamente.

Métodos de Estimación

Precio objetivo de los analistas:$4.60
Flujo de caja descontado (DCF):$30.32
Múltiplo sobre beneficios (P/E):Datos insuficientes para calcularlo
Fórmula de crecimiento de Graham:Datos insuficientes para calcularlo
Valor de la capacidad de generar beneficios (EPV):Datos insuficientes para calcularlo
P/B justificado:$4.18
Descuento de dividendos (Gordon):Datos insuficientes para calcularlo
P/FFO, fondos de operaciones:Datos insuficientes para calcularlo
Beneficios de mitad de ciclo:$16.48
Múltiplo sobre ingresos:$21.80
Consenso de Analistas:Mantener (2B / 15H / 12S)
Última Sorpresa de Resultados:+4.79%

Métricas de Valoración

Ratio P/E

10.32

ROE

8.2%

Ratio P/B

1.33

P/FCF

3.08

Margen Bruto

83.5%

ROIC

-6.9%

Radar de Rentabilidad

Creación de Valor (Ventaja Competitiva)

ROIC

-6.9%

WACC

5.1%

ROIC − WACC

-12.0 pp

El ROIC está por debajo del coste del capital: la empresa destruye valor por cada dólar invertido.

Criterios de Análisis Fundamental

Superado (16)

  • EPS shows upward trend
  • Gross Margin 83.5%
  • P/FCF 3.08
  • P/B Ratio 1.33
  • Debt/Equity ratio
  • Positive Free Cash Flow
  • CapEx intensity
  • Interest Coverage
  • Debt/EBITDA
  • Price below Graham Number
  • DCF valuation (Undervalued)
  • ROE 8.0%
  • Revenue Growth 5Y 21.3%
  • Earnings Surprise avg 8.1%
  • Share Dilution -10.1%
  • Piotroski F-Score 7/9

Fallido (8)

  • Price CAGR -34.25%
  • ROIC -6.9%
  • Operating Margin -35.2%
  • Current Ratio
  • Return on Tangible Assets
  • Low reliance on intangibles
  • Analyst Consensus 7% Buy
  • Net Margin Trend -43.0% vs 7.3%

No disponible (3)

  • Dividend Payout NaN%
  • PEG Ratio (need PE > 0 and growth > 0)
  • Earnings Quality (OCF/Net Income)

Piotroski F-Score

7/9

Solidez financiera fuerte

score
criteria

Calidad de los Beneficios

-

Baja calidad: investigue la contabilidad

Dilución de Acciones

-10.1%

Recomprando acciones. Favorable para el accionista

Participaciones institucionales

Gobernanza

Equipo Directivo

NombreCargoEdad
Mr. Henry L. Schuck J.D.Co-Founder, Chairman of the Board & CEO41
Mr. Michael Graham O'BrienCFO & Interim PFO38
Ms. Ashley McGraneExecutive VP, Corporate Secretary & General Counsel41
Mr. James RothChief Revenue Officer38
Mr. Filip PopovicChief Technology Officer-
Jeremiah SisitskyVice President of Investor Relations-
Mr. Dennis SevillaChief Marketing Officer-
Mr. Chad HerringChief Human Resource Officer-
Mr. Andrew RiesenfeldSenior Vice President of Business Development-
Mr. Dominik FacherChief Product Officer-

Riesgo de Auditoría

1

Riesgo del Consejo

7

Riesgo de Compensación

10

Riesgo de Derechos del Accionista

8

Parte 2 · El precio y el momento de entrar

Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.

Documentos

  • Informe anual (10-K)

    Un resumen anual del negocio, los resultados financieros y los riesgos de la empresa.

    Presentado el 2026-02-12

    Ver documento
  • Informe trimestral (10-Q)

    Una actualización del desempeño financiero de los últimos tres meses.

    Presentado el 2026-08-05

    Ver documento
  • Informe de hecho relevante (8-K)

    Un aviso sobre un hecho relevante, como un cambio de dirección o un anuncio importante.

    Presentado el 2026-08-05

    Ver documento

via SEC EDGAR

Historial de Resultados

via SEC EDGAR

Latest News

Recent headlines for GTM, sourced from Markets Gazette.

No recent news for GTM.