Zoom vs Grab
This page compares Zoom and Grab, outlining their business models, financial performance, and market context to help readers understand how the two companies operate within their industries. The information is presented in clear, neutral terms, without advice or endorsements, to support informed, independent consideration. Educational content, not financial advice.
This page compares Zoom and Grab, outlining their business models, financial performance, and market context to help readers understand how the two companies operate within their industries. The infor...
Why It's Moving
Zoom Surges on Earnings Beat and Buyback Momentum as Analysts Eye Upside
- Q3 earnings delivered $1.52 EPS versus $1.44 expected, with $1.23B revenue up 4.4% YoY, beating forecasts by $15M and highlighting Enterprise segment strength at 6% growth.
- Completed $2.38B buyback of 32.5M shares (10.6% of outstanding), boosting EPS while raised FY2026 guidance to $5.95-$5.97 EPS underscores sustained profitability.
- Analysts mixed but optimistic: Consensus Hold with $92 average target (12% upside), rising estimates (8 upward revisions), and Buy ratings citing AI Companion and low churn.
Grab's bullish roadshow spotlights fintech surge, prompting fresh valuation rethink amid Wall Street buy buzz.
- Fintech loan book hits $708M (+78% YoY) with $2.9B annualized disbursals and NPLs under 2%, showcasing scalable growth via Grab's ecosystem.
- Management outlines realistic path to fintech profitability in 2026, bolstered by GXBank Malaysia's 4M deposit accounts at near-zero customer acquisition cost.
- Wall Street's average brokerage rating of 1.50 (near Strong Buy) from 17 firms contrasts mixed earnings outlook, signaling optimism on execution.
Zoom Surges on Earnings Beat and Buyback Momentum as Analysts Eye Upside
- Q3 earnings delivered $1.52 EPS versus $1.44 expected, with $1.23B revenue up 4.4% YoY, beating forecasts by $15M and highlighting Enterprise segment strength at 6% growth.
- Completed $2.38B buyback of 32.5M shares (10.6% of outstanding), boosting EPS while raised FY2026 guidance to $5.95-$5.97 EPS underscores sustained profitability.
- Analysts mixed but optimistic: Consensus Hold with $92 average target (12% upside), rising estimates (8 upward revisions), and Buy ratings citing AI Companion and low churn.
Grab's bullish roadshow spotlights fintech surge, prompting fresh valuation rethink amid Wall Street buy buzz.
- Fintech loan book hits $708M (+78% YoY) with $2.9B annualized disbursals and NPLs under 2%, showcasing scalable growth via Grab's ecosystem.
- Management outlines realistic path to fintech profitability in 2026, bolstered by GXBank Malaysia's 4M deposit accounts at near-zero customer acquisition cost.
- Wall Street's average brokerage rating of 1.50 (near Strong Buy) from 17 firms contrasts mixed earnings outlook, signaling optimism on execution.
Which Baskets Do They Appear In?
Digital Resilience Stocks: Outage Risks & Alternatives
A major outage at Google Meet underscored the risks of relying on a single digital communication platform. This event creates an investment opportunity focused on competing services and the essential infrastructure companies that ensure digital resilience and uptime.
Published: September 9, 2025
Explore BasketAI-Powered Productivity Platforms
Zoom's better-than-expected earnings, driven by its AI-powered features, highlight a significant market trend. This suggests a growing investment opportunity in companies that enhance business collaboration and productivity through artificial intelligence.
Published: August 23, 2025
Explore BasketEnterprise AI Software: Which Stocks May Benefit?
Zoom raised its annual financial forecasts, citing strong demand for its new artificial intelligence tools. This highlights a broader investment opportunity in enterprise software companies that are successfully integrating AI to drive growth and enhance their product offerings.
Published: August 22, 2025
Explore BasketWhich Baskets Do They Appear In?
Digital Resilience Stocks: Outage Risks & Alternatives
A major outage at Google Meet underscored the risks of relying on a single digital communication platform. This event creates an investment opportunity focused on competing services and the essential infrastructure companies that ensure digital resilience and uptime.
Published: September 9, 2025
Explore BasketAI-Powered Productivity Platforms
Zoom's better-than-expected earnings, driven by its AI-powered features, highlight a significant market trend. This suggests a growing investment opportunity in companies that enhance business collaboration and productivity through artificial intelligence.
Published: August 23, 2025
Explore BasketEnterprise AI Software: Which Stocks May Benefit?
Zoom raised its annual financial forecasts, citing strong demand for its new artificial intelligence tools. This highlights a broader investment opportunity in enterprise software companies that are successfully integrating AI to drive growth and enhance their product offerings.
Published: August 22, 2025
Explore BasketRiding The New Tech IPO Wave
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Published: August 1, 2025
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Published: June 18, 2025
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Discover the companies powering our new distributed work reality. These carefully selected stocks represent the software platforms that keep teams connected, productive, and engaged—no matter where they work from.
Published: June 17, 2025
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This carefully curated selection features ambitious companies challenging industry giants with innovative strategies. Our experts have identified these potential disruptors that leverage cutting-edge technology and smarter business models to take on established market leaders.
Published: June 17, 2025
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Published: June 17, 2025
Explore BasketNetwork Effect Titans
These powerful companies grow stronger with every new user, creating a self-reinforcing cycle of value. Carefully selected by our investment experts, these businesses have built formidable competitive advantages through their expanding networks in our increasingly connected world.
Published: June 17, 2025
Explore BasketAccess, Not Ownership Portfolio
Discover companies redefining how we consume products through subscription models and on-demand services. These carefully selected stocks represent businesses building loyal customer relationships through recurring revenue streams—a powerful trend reshaping the modern economy.
Published: June 17, 2025
Explore BasketSaaS & Cloud Computing
Invest in the digital revolution that's reshaping how businesses operate worldwide. This collection of carefully selected stocks represents companies at the forefront of software innovation, cloud technology, and digital transformation.
Published: May 23, 2025
Explore BasketInvestment Analysis
Zoom
ZM
Pros
- Zoom is pivoting towards an AI-first work platform with innovative agentic AI capabilities enhancing productivity for knowledge workers.
- The company maintains strong profitability with operating cash flow up 21.7% year-over-year and a GAAP operating margin of 17.4%.
- Zoom has a solid balance sheet with approximately $7.8 billion in cash and marketable securities to fund innovation and share repurchases.
Considerations
- Demand for video conferencing remains volatile post-pandemic, making Zoom’s growth outlook uncertain amid evolving remote work dynamics.
- The company faces intense competition in the cloud communications and collaboration space, challenging sustained growth.
- Velocity of stock price changes is high with technical forecasts predicting potential share price declines within the next year.
Grab
GRAB
Pros
- Grab benefits from diversified operations across ride-hailing, food delivery, and digital financial services in Southeast Asia’s growing market.
- The company shows potential for growth driven by increasing digital adoption and an expanding ecosystem of consumer services.
- Grab’s expansion into fintech and financial inclusion positions it advantageously in a rapidly digitizing regional economy.
Considerations
- Grab faces significant regulatory scrutiny and operational challenges within multiple jurisdictions in Southeast Asia.
- The company operates in highly competitive and price-sensitive markets, exposing it to margin pressure risks.
- Grab’s financial performance shows ongoing losses, with profitability hindered by heavy investment in growth and market share.
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