Analyzing Zoom Video Communications (NASDAQ:ZM) & Integral Ad Science (NASDAQ:IAS)

Zoom Video Communications (NASDAQ:ZMGet Rating) and Integral Ad Science (NASDAQ:IASGet Rating) are both computer and technology companies, but which is the superior investment? We will compare the two businesses based on the strength of their analyst recommendations, earnings, institutional ownership, dividends, profitability, risk and valuation.

Insider and Institutional Ownership

55.9% of Zoom Video Communications shares are held by institutional investors. 12.3% of Zoom Video Communications shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Valuation & Earnings

This table compares Zoom Video Communications and Integral Ad Science’s revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Zoom Video Communications $4.10 billion 7.03 $1.38 billion $4.49 21.47
Integral Ad Science $323.51 million 5.52 -$52.44 million N/A N/A

Zoom Video Communications has higher revenue and earnings than Integral Ad Science.

Analyst Ratings

This is a summary of current recommendations for Zoom Video Communications and Integral Ad Science, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Zoom Video Communications 1 14 14 0 2.45
Integral Ad Science 0 1 7 1 3.00

Zoom Video Communications presently has a consensus target price of $188.29, indicating a potential upside of 95.36%. Integral Ad Science has a consensus target price of $25.78, indicating a potential upside of 123.96%. Given Integral Ad Science’s stronger consensus rating and higher possible upside, analysts clearly believe Integral Ad Science is more favorable than Zoom Video Communications.

Profitability

This table compares Zoom Video Communications and Integral Ad Science’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Zoom Video Communications 33.54% 21.17% 15.52%
Integral Ad Science N/A N/A N/A

Summary

Zoom Video Communications beats Integral Ad Science on 9 of the 12 factors compared between the two stocks.

Zoom Video Communications Company Profile (Get Rating)

Zoom Video Communications, Inc. provides unified communications platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company offers Zoom Meetings that offers HD video, voice, chat, and content sharing through mobile devices, desktops, laptops, telephones, and conference room systems; Zoom Phone, an enterprise cloud phone system; and Zoom Chat enables users to share messages, images, audio files, and content in desktop, laptop, tablet, and mobile devices. It also provides Zoom Rooms, a software-based conference room system; Zoom Hardware-as-a-Service allows users to access video communication technology from third party equipment; Zoom Conference Room Connector, a gateway for SIP/H.323 endpoints to join Zoom meetings; Zoom Events, which enables users to manage and host internal and external virtual events; OnZoom, a prosumer-focused virtual event platform and marketplace for Zoom users to create, host, and monetize online events; and Zoom Webinars to provide video presentations to large audiences from many devices. In addition, the company offers Zoom Developer Platform that enables developers, platform integrators, service providers, and customers to build apps and integrations using Zoom's video-based communications solutions, as well as integrate Zoom's technology into their products and services; Zoom App Marketplace, which helps developers to publish their apps, as well as third-party integrations of Zoom; and Zoom Contact Center, an omnichannel contact center solution. It serves individuals; and education, entertainment/media, enterprise infrastructure, finance, government, healthcare, manufacturing, non-profit/not for profit and social impact, retail/consumer products, and software/Internet industries. The company was formerly known as Zoom Communications, Inc. and changed its name to Zoom Video Communications, Inc. in May 2012. The company was incorporated in 2011 and is headquartered in San Jose, California.

Integral Ad Science Company Profile (Get Rating)

Integral Ad Science Holding Corp. operates as a digital advertising verification company in the United States, the United Kingdom, Germany, Italy, Spain, Sweden, Singapore, Australia, France, Japan, Canada, India, and Brazil. The company provides IAS Signal, a cloud-based technology platform that offers actionable insights; and deliver independent measurement and verification of digital advertising across devices, channels, and formats, including desktop, mobile, connected TV, social, display, and video. Its digital media quality solutions offer ad fraud detection and prevention, viewability, brand safety and suitability, contextual targeting, inventory yield management, and reporting. The company offers Quality Impressions, a metric designed to verify that digital ads are served to a real person rather than a bot, viewable on-screen, and presented in a brand-safe and suitable environment in the correct geography; Context Control solution that delivers contextual targeting and brand suitability capabilities; pre-bid programmatic and post-bid verification solutions for advertisers; and optimization and verification solutions for publishers. It serves advertisers and agencies, publishers, advertising/audience networks, and supply side platforms. The company was founded in 2009 and is headquartered in New York, New York.

Receive News & Ratings for Zoom Video Communications Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Zoom Video Communications and related companies with MarketBeat.com's FREE daily email newsletter.