Uber Technologies Inc (UBER)vsZoom Video Communications Inc (ZM)
UBER
Uber Technologies Inc
$73.08
+1.02%
TECHNOLOGY · Cap: $150.31B
ZM
Zoom Video Communications Inc
$78.11
+2.80%
TECHNOLOGY · Cap: $22.50B
Smart Verdict
WallStSmart Research — data-driven comparison
Uber Technologies Inc generates 968% more annual revenue ($52.02B vs $4.87B). ZM leads profitability with a 39.0% profit margin vs 19.3%. ZM appears more attractively valued with a PEG of 4.21. ZM earns a higher WallStSmart Score of 70/100 (B-).
UBER
Buy56
out of 100
Grade: C
ZM
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-122.0%
Fair Value
$32.16
Current Price
$73.08
$40.92 premium
Margin of Safety
+68.1%
Fair Value
$289.22
Current Price
$78.11
$211.11 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Revenue surging 20.1% year-over-year
Generating 2.8B in free cash flow
Keeps 39 of every $100 in revenue as profit
Earnings expanding 91.5% YoY
Safe zone — low bankruptcy risk
Every $100 of equity generates 20 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Earnings declined 95.6%
Distress zone — elevated risk
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : UBER
The strongest argument for UBER centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 19.3% and operating margin at 12.3%. Revenue growth of 20.1% demonstrates continued momentum.
Bull Case : ZM
The strongest argument for ZM centers on Profit Margin, EPS Growth, Altman Z-Score. Profitability is solid with margins at 39.0% and operating margin at 21.5%.
Bear Case : UBER
The primary concerns for UBER are PEG Ratio, EPS Growth, Altman Z-Score.
Bear Case : ZM
The primary concerns for ZM are PEG Ratio.
Key Dynamics to Monitor
UBER profiles as a growth stock while ZM is a mature play — different risk/reward profiles.
UBER carries more volatility with a beta of 1.22 — expect wider price swings.
UBER is growing revenue faster at 20.1% — sustainability is the question.
UBER generates stronger free cash flow (2.8B), providing more financial flexibility.
Bottom Line
ZM scores higher overall (70/100 vs 56/100), backed by strong 39.0% margins. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Uber Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Uber Technologies, Inc., commonly known as Uber, is an American technology company. Its services include ride-hailing, food delivery (Uber Eats), package delivery, couriers, freight transportation, and, through a partnership with Lime, electric bicycle and motorized scooter rental. The company is based in San Francisco, California.
Visit Website →Zoom Video Communications Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Zoom Video Communications, Inc. provides a premier video communications platform in the Americas, Asia Pacific, Europe, the Middle East, and Africa. The company is headquartered in San Jose, California.
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