ERIC vs ZM
Telefonaktiebolaget LM Ericsson (publ) vs Zoom Communications, Inc. — AI-powered side-by-side comparison
ERIC
Telefonaktiebolaget LM Ericsson (publ)
63
Buy
VS
ZM
Zoom Communications, Inc.
64
Buy
| Metric | ERIC | ZM |
|---|
| AI Score |
63
|
64
|
| Price |
$10.19
|
$105.06
|
| P/E Ratio |
13.25×
|
15.28×
|
| ROE |
24.4%
|
19.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
48.1%
|
77.4%
|
| Debt / Equity |
0.38×
|
0.01×
|
| Dividend Yield |
3.0%
|
0.0%
|
| RSI (14) |
51.3
|
77.2
|
| Beta |
0.521
|
1.04
|
| Expected Upside |
+2.8%
|
+8.2%
|
AI Committee View
Current Innellis committee reasoning for ERIC versus ZM.
ZM leads by 1 points.
ZM scores 64/100 (Buy) versus ERIC at 63/100 (Buy).
ERIC Committee View
60% agreement
5 analysts
The primary driver is p/e of 12.8 is inexpensive for the broad market. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- P/E of 12.8 is inexpensive for the broad market — Value
- ROE of 25.1% shows genuine earnings power backing the valuation — Value
- Dividend yield of 3.1% pays you to wait — Value
Bear Case
- Revenue declining -7.5% YoY -- this is not a growth story right now — Growth
ZM Committee View
83% agreement
6 analysts
The primary driver is p/e of 14.8 is inexpensive for the broad market. The main limiting factor is bollinger bandwidth of 28.3% signals elevated volatility. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 14.8 is inexpensive for the broad market — Value
- ROE of 21.8% shows genuine earnings power backing the valuation — Value
- EPS growing 104.5% YoY — Growth
Bear Case
- RSI at 77 is in overbought territory — Technical
- Bollinger bandwidth of 28.3% signals elevated volatility — Risk