ZM vs TEAM Stock Comparison: AI Score, Valuation, Performance and Upside
Zoom Communications is generally evaluated as a mature communications platform diversifying beyond its core meetings product into enterprise and AI-driven tools, while Atlassian is assessed as a collaboration and developer tools platform still navigating its cloud migration with a premium growth valuation. The comparison contrasts a cash-generative, maturing communications leader against a still-growing enterprise collaboration platform.
Use this comparison to weigh Zoom's mature, cash-generative communications platform against Atlassian's continued cloud migration growth and premium valuation in collaboration software.
ZM holds the edge across 4 of 5 key metrics in this comparison. ZM leads on both 1-year return (+18.74%) and forward P/E quality (15.26x vs 28.24x for TEAM), a relatively favorable combination of momentum and valuation. On fundamentals, TEAM is growing revenue faster (27.60%), while ZM maintains the higher operating margin (24.61%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for ZM (+22.30%) than for TEAM (-0.42%).
- Want exposure to a mature, highly cash-generative communications platform
- Believe enterprise and AI-driven product diversification can sustain growth
- Prefer a more moderate valuation relative to growth expectations
- Are comfortable with slower core meetings segment growth
- Want exposure to deeply embedded software development and collaboration tools
- Believe continued cloud migration will drive durable growth
- Are comfortable paying a premium valuation for sustained double-digit growth
- Value an expanding platform of adjacent AI-driven workflow products
| Metric | ZM | TEAM |
|---|---|---|
| AI score | 38.3 | 55.9 |
| AI rank | #1238 | #217 |
| Latest close | $96.68 | $194.17 |
| 1M return | +0.63% | +92.22% |
| 6M return | +30.75% | +163.10% |
| 1Y return | +18.74% | +9.22% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | ZM | TEAM |
|---|---|---|
| 1Y ago | $11.8K (+18.0%) started 2025-09-02 | $11.24K (+12.4%) started 2025-09-02 |
| 5Y ago | $3.34K (-66.6%) started 2021-08-31 | $5.22K (-47.8%) started 2021-09-01 |
| 10Y ago | $15.59K (+55.9%) started 2019-04-18 | $64.79K (+547.9%) started 2016-09-01 |
Hypothetical — past performance does not guarantee future results.
| Metric | ZM | TEAM |
|---|---|---|
| Market cap | $28.21B | $48.2B |
| Trailing P/E | 8.98 | N/A |
| Forward P/E | 15.26 | 28.24 |
| Price/Sales | 5.65 | 11.35 |
| EV/Revenue | 4.31 | 7.33 |
| Analyst target | $118.24 | $189.61 |
| Target upside | +22.30% | -0.42% |
| Metric | ZM | TEAM |
|---|---|---|
| Revenue growth | 4.90% | 27.60% |
| Earnings growth | 342.30% | N/A |
| EPS growth | +342.30% | N/A |
| FCF margin | +39.57% | +25.19% |
| Operating margin | 24.61% | 12.26% |
| Profit margin | 65.19% | -0.82% |
| ROIC proxy | 32.14% | -4.48% |
| Return on equity | 32.14% | -4.48% |
| Dividend yield | 0.00% | N/A |
| Beta | 1.04 | 1.04 |
| Debt/equity | 0.53 | 116.48 |
| Current ratio | 3.83 | 0.78 |
| Quick ratio | 3.67 | 0.74 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | ZM | TEAM |
|---|---|---|---|
| 1Y | Growth | +18.00% | +12.44% |
| CAGR | +18.12% | +12.52% | |
| Sharpe ratio | 0.50 | 0.46 | |
| Max drawdown | 25.92% | 68.66% | |
| Max daily drop | 11.58% | 10.67% | |
| Max wkly drop | 18.11% | 22.05% | |
| 5Y | Growth | -66.60% | -47.76% |
| CAGR | -19.70% | -12.18% | |
| Sharpe ratio | -0.38 | 0.04 | |
| Max drawdown | 81.65% | 87.53% | |
| Max daily drop | 16.54% | 28.96% | |
| Max wkly drop | 25.52% | 41.19% | |
| 10Y | Growth | +55.94% | +547.88% |
| CAGR | +6.21% | +20.55% | |
| Sharpe ratio | 0.29 | 0.53 | |
| Max drawdown | 90.27% | 87.53% | |
| Max daily drop | 17.37% | 28.96% | |
| Max wkly drop | 25.52% | 41.19% |
| Category | ZM | TEAM |
|---|---|---|
| Company | Zoom Communications, Inc. | Atlassian Corporation |
| Sector | Communications Software | Technology |
| Industry | N/A | Software - Application |
| Core business | Zoom Communications provides video conferencing, team chat, phone, and AI-powered workplace collaboration tools for businesses and individuals globally. | Atlassian develops team collaboration and software development tools including Jira, Confluence, and related cloud-based products for software teams and enterprises. |
| Investor focus | Investors watch enterprise segment growth, adoption of newer AI companion features, and progress diversifying revenue beyond its core meetings product. | Investors track cloud migration progress from legacy server and data center products, enterprise customer growth, and expansion of newer products like AI-driven workflow tools. |
- Strong brand recognition and high market penetration in video conferencing
- Growing enterprise and phone system segments diversifying revenue
- High free cash flow margins supporting continued capital return
- Deeply embedded products within software development and IT workflows
- Successful transition toward cloud-based subscription revenue
- Expanding platform of adjacent collaboration and AI-driven tools
- Core consumer and SMB meetings growth has matured significantly
- Intensifying competition from Microsoft Teams and other collaboration suites
- Success of newer AI-driven products still being established
- Valuation has historically priced in sustained double-digit growth
- Migration-related revenue dynamics can create period-to-period variability
- Competitive pressure from alternative project management and collaboration tools
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