Unity Software Inc. (U) vs Zoom Communications, Inc. (ZM)
Unity Software Inc. and Zoom Communications, Inc. are both Software Application companies. Zoom Communications, Inc. is the larger, with a market value of $26.5B against $18.2B — 1.5× the size. Unity Software Inc. has negative trailing earnings, so its P/E is not meaningful; Zoom Communications, Inc. trades at 8.1×. Unity Software Inc. grew revenue faster over the last twelve months: 14.0% against 5.04%. Zoom Communications, Inc. has the higher net margin (65.2% vs −29.0%) and the higher return on invested capital (18.3% vs −13.2%). Across the 20 metrics below, Zoom Communications, Inc. leads on 17 and Unity Software Inc. on 3.
Valuation
Profitability
| Metric | U | ZM | Software Application median |
|---|---|---|---|
| Gross margin | 64.85% | 77.30% | 67.03% |
| Operating margin | (30.37%) | 23.73% | 0.00% |
| Net margin | (28.97%) | 65.19% | 0.00% |
| Free cash flow margin | 26.54% | 38.55% | 4.32% |
| Return on equity | (18.85%) | 32.14% | 0.00% |
| Return on assets | (8.78%) | 26.43% | 0.00% |
| Return on invested capital | (13.16%) | 18.27% | 0.00% |
Growth
Health
Dividend
Size
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