TER vs ZM
Teradyne Inc. vs Zoom Communications, Inc. — AI-powered side-by-side comparison
VS
ZM
Zoom Communications, Inc.
67
Buy
| Metric | TER | ZM |
|---|
| AI Score |
67
|
67
|
| Price |
$418.82
|
$105.96
|
| P/E Ratio |
56.01×
|
15.83×
|
| ROE |
19.8%
|
19.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
59.3%
|
77.4%
|
| Debt / Equity |
0.03×
|
0.01×
|
| Dividend Yield |
0.1%
|
0.0%
|
| RSI (14) |
66.9
|
79.9
|
| Beta |
1.793
|
1.04
|
| Expected Upside |
+2.8%
|
+4.4%
|
AI Committee View
Current Innellis committee reasoning for TER versus ZM.
The committee scores are tied.
TER and ZM both score 67/100.
TER Committee View
83% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is p/e of 55.7 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 38.0% shows genuine earnings power backing the valuation — Value
- Revenue growing 57.9% YoY -- genuine top-line momentum — Growth
- EPS growing 152.8% YoY — Growth
Bear Case
- P/E of 55.7 is expensive by classic value standards — Value
- Price-to-book of 10.8x prices in significant intangible value — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
ZM Committee View
83% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is bollinger bandwidth of 32.0% signals elevated volatility. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 14.7 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 80 is in overbought territory — Technical
- Bollinger bandwidth of 32.0% signals elevated volatility — Risk