WDAY vs ZM
Workday Inc. vs Zoom Communications, Inc. — AI-powered side-by-side comparison
VS
ZM
Zoom Communications, Inc.
65
Buy
| Metric | WDAY | ZM |
|---|
| AI Score |
60
|
65
|
| Price |
$194.44
|
$101.25
|
| P/E Ratio |
61.85×
|
15.11×
|
| ROE |
8.9%
|
19.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
75.8%
|
77.4%
|
| Debt / Equity |
0.57×
|
0.01×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
65.8
|
52.3
|
| Beta |
1.054
|
1.04
|
| Expected Upside |
+25.4%
|
+9.3%
|
AI Committee View
Current Innellis committee reasoning for WDAY versus ZM.
ZM leads by 5 points.
ZM scores 65/100 (Buy) versus WDAY at 60/100 (Buy).
WDAY Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — eps growing 77.0% yoy. Value Analyst remains cautious — p/e of 51.1 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- EPS growing 77.0% YoY — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 51.1 is expensive by classic value standards — Value
- Price-to-book of 5.8x prices in significant intangible value — Value
- Weekly RSI at 79 -- overbought on the larger timeframe too — Technical
ZM Committee View
83% agreement
6 analysts
The primary driver is p/e of 14.7 is inexpensive for the broad market. The main limiting factor is bollinger bandwidth of 23.8% 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
- Bollinger bandwidth of 23.8% signals elevated volatility — Risk