LIVE
ZM
Zoom Video Communications, Inc. · Technology
$90.59
-3.30% this month
VERSUS
⟷
COMPARE
GOOGL
Alphabet Inc. · Technology
$352.51
-1.99% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
ZM
2
GOOGL
2
Comparison scoreboard
MIXED SETUPAI Score
ZM 35.4
GOOGL ✓66.4
1Y Return
ZM +21.06%
GOOGL ✓+95.63%
Fwd P/E
ZM ✓14.38
GOOGL 24.51
Target Up.
ZM ✓+26.94%
GOOGL +20.92%
Op. Margin
ZM N/A
GOOGL 36.12%
Metrics last refreshed: 7/14/2026
Quick take
ZM vs GOOGL: Zoom vs Google Stock Comparison: AI Score, Valuation, Performance and Upside
Zoom is a pure-play video and unified communications company pivoting toward AI-powered enterprise collaboration, while Google bundles Meet into Workspace and competes across a far broader technology portfolio. Zoom is fighting bundling pressure from both Microsoft and Google; Google's Meet success depends on Workspace adoption, not on competing with Zoom directly.
ZM vs GOOGL is a focused enterprise communications company versus a diversified technology giant where video is one bundled feature — Zoom wins if AI Companion and Zoom Phone drive ARPU beyond video meetings; Google wins broadly across Search, Cloud, and Workspace as Workspace bundling displaces standalone Zoom.
Live analysis · updated 7/14/2026
ZM and GOOGL are closely matched — they split the tracked metrics evenly. GOOGL has delivered stronger 1-year price return (+95.63% vs +21.06%), though ZM has the better forward P/E setup (14.38x vs 24.51x for GOOGL). Analyst consensus implies meaningfully more upside for ZM (+26.94%) than for GOOGL (+20.92%).
Normalized 1Y performance
ZM
GOOGL
Recent returns
ZM
GOOGL
Analyst price targets & sentiment
ZM · 26 analysts
STRONG BUYHOLDSTRONG SELL
Buy (2.0/5.0)
Price target range
analyst low$79.00
analyst high$135.00
analyst mean$115.00
current price$90.59
+26.9% upside to analyst mean
GOOGL · 52 analysts
STRONG BUYHOLDSTRONG SELL
Buy (1.6/5.0)
Price target range
analyst low$160.00
analyst mean$431.91
current price$352.51
+20.9% upside to analyst mean
Who should consider this stock?
ZM may suit investors who:
- →want pure-play enterprise communications exposure with AI-powered collaboration features
- →value Zoom's brand recognition and customer retention despite competitive bundling
- →believe Zoom Phone and Contact Center expand the TAM beyond video meetings to sustain growth
- →prefer a lower-valuation software company with strong FCF generation vs high-multiple tech peers
GOOGL may suit investors who:
- →prefer diversified technology exposure where Google Meet is one of many products driving Workspace adoption
- →value Gemini AI across Workspace as a competitive differentiation that includes video without paying for Zoom
- →want YouTube, Search, and Cloud as primary growth drivers with Workspace as an enterprise retention tool
- →prefer owning a technology giant over a specialized communications company facing bundling pressure
Performance & AI score
| Metric | ZM | GOOGL |
|---|---|---|
| AI score | 35.4 | 66.4 |
| AI rank | #1656 | #53 |
| Latest close | $90.59 | $352.51 |
| 1M return | -3.30% | -1.99% |
| 6M return | +4.43% | +7.29% |
| 1Y return | +21.06% | +95.63% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | ZM | GOOGL |
|---|---|---|
| 1Y ago | $12.11K (+21.1%) started 2025-07-14 | $19.42K (+94.2%) started 2025-07-14 |
| 5Y ago | $2.51K (-74.9%) started 2021-07-14 | $27.75K (+177.5%) started 2021-07-14 |
| 10Y ago | $14.61K (+46.1%) started 2019-04-18 | $96.74K (+867.4%) started 2016-07-14 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | ZM | GOOGL |
|---|---|---|
| Market cap | $26.56B | $4.36T |
| Trailing P/E | 13.03 | 27.24 |
| Forward P/E | 14.38 | 24.51 |
| Price/Sales | 5.38 | 5.88 |
| EV/Revenue | 3.91 | 10.17 |
| Analyst target | $115.00 | $431.91 |
| Target upside | +26.94% | +20.92% |
Growth, profitability & risk
| Metric | ZM | GOOGL |
|---|---|---|
| Revenue growth | 5.50% | 21.80% |
| Earnings growth | 74.20% | 82.00% |
| EPS growth | +74.20% | +82.00% |
| FCF margin | +40.16% | +6.61% |
| Operating margin | N/A | 36.12% |
| Profit margin | 41.99% | 37.92% |
| ROIC proxy | 21.95% | 38.88% |
| Return on equity | 21.95% | 38.88% |
| Dividend yield | 0.00% | 0.25% |
| Beta | 1.01 | 1.25 |
| Debt/equity | 0.60 | 20.03 |
| Current ratio | 4.22 | 1.92 |
| Quick ratio | 4.03 | 1.71 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
ZM max drawdown25.92%
GOOGL max drawdown20.42%
ZM max wkly drop18.11%
GOOGL max wkly drop9.46%
5Y risk snapshot
ZM max drawdown86.19%
GOOGL max drawdown44.32%
ZM max wkly drop25.52%
GOOGL max wkly drop13.41%
10Y risk snapshot
ZM max drawdown90.27%
GOOGL max drawdown44.32%
ZM max wkly drop25.52%
GOOGL max wkly drop15.46%
Performance metrics by period
| Period | Metric | ZM | GOOGL |
|---|---|---|---|
| 1Y | Growth | +21.06% | +94.16% |
| CAGR | +21.08% | +94.70% | |
| Sharpe ratio | 0.55 | 2.24 | |
| Max drawdown | 25.92% | 20.42% | |
| Max daily drop | 11.58% | 4.99% | |
| Max wkly drop | 18.11% | 9.46% | |
| 5Y | Growth | -74.88% | +176.20% |
| CAGR | -24.14% | +22.54% | |
| Sharpe ratio | -0.50 | 0.66 | |
| Max drawdown | 86.19% | 44.32% | |
| Max daily drop | 16.69% | 9.51% | |
| Max wkly drop | 25.52% | 13.41% | |
| 10Y | Growth | +46.11% | +862.75% |
| CAGR | +5.38% | +25.42% | |
| Sharpe ratio | 0.28 | 0.77 | |
| Max drawdown | 90.27% | 44.32% | |
| Max daily drop | 17.37% | 11.63% | |
| Max wkly drop | 25.52% | 15.46% |
Business comparison
| Category | ZM | GOOGL |
|---|---|---|
| Company | Zoom Video Communications, Inc. | Alphabet Inc. |
| Sector | Technology | Communication Services |
| Industry | N/A | Internet Content & Information |
| Core business | Video-first unified communications platform offering video meetings, Zoom Phone, Zoom Rooms, Zoom Contact Center, and AI Companion. Zoom grew explosively during COVID and is pivoting toward enterprise AI-powered communications beyond video meetings. | Google Workspace (Gmail, Meet, Docs, Drive, Calendar), Google Cloud, YouTube, and Gemini AI. Google Meet is the video conferencing tool bundled with every Google Workspace subscription. |
| Investor focus | Enterprise customer expansion, AI Companion adoption driving upsell, Zoom Phone and Contact Center growth, and operating margin improvement. | Search resilience vs AI alternatives, Google Cloud Gemini adoption, YouTube advertising, and Workspace seat and ARPU growth. |
ZM strengths
- →Zoom brand is synonymous with video conferencing — a name recognition advantage that persists even as Microsoft Teams and Google Meet compete
- →Zoom Phone and Contact Center expand TAM significantly beyond video meetings into enterprise UCaaS
- →AI Companion embedded across Zoom products provides meeting summaries, action items, and real-time assistance that add ARPU value
GOOGL strengths
- →Google Meet is bundled with Google Workspace — most organizations using Google Workspace have Meet as their default video tool with no incremental cost
- →Gemini AI is deeply integrated across Workspace (Gmail, Docs, Meet) adding AI features that compete with Zoom's AI Companion at no incremental charge
- →YouTube's advertising scale and Google Cloud AI capabilities dwarf Zoom's financial resources and strategic breadth
Risks to watch — ZM
- →Microsoft Teams is bundled free in Microsoft 365 — Zoom must justify a separate subscription for millions of business users already paying for Teams
- →Post-COVID normalization of video meeting demand has suppressed Zoom's growth from its pandemic-era peak
- →Google Meet and Google Workspace present a similar bundling threat to Zoom in G Suite-using organizations
Risks to watch — GOOGL
- →Google Meet trails Microsoft Teams and Zoom in enterprise feature depth despite competitive bundling advantage
- →AI search disruption threatens Google's advertising core business regardless of Workspace and Meet competition with Zoom
- →Antitrust scrutiny and regulatory pressure on Google's distribution practices affect all of Alphabet's bundled products
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