| Valuation method | Value, $ | Upside, % |
|---|---|---|
| Artificial intelligence (AI) | 29.87 | 271 |
| Intrinsic value (DCF) | 5.14 | -36 |
| Graham-Dodd Method | 0.40 | -95 |
| Graham Formula | 0.50 | -94 |
ZoomInfo Technologies Inc. (NASDAQ: GTM) is a leading provider of go-to-market intelligence and engagement solutions, empowering sales and marketing teams with actionable data. The company’s cloud-based platform delivers comprehensive insights on organizations and professionals, enabling businesses to identify target customers, leverage predictive lead scoring, monitor buying signals, and automate engagement workflows. Serving enterprises, mid-market firms, and small businesses across diverse industries—including software, financial services, manufacturing, and telecommunications—ZoomInfo enhances revenue growth through data-driven decision-making. Founded in 2007 and headquartered in Vancouver, Washington, ZoomInfo has established itself as a critical tool for B2B sales acceleration, combining extensive data coverage with AI-powered analytics. Its platform integrates seamlessly with CRM systems, making it a preferred choice for companies aiming to optimize their sales pipelines and marketing strategies in a competitive digital landscape.
ZoomInfo presents a compelling investment case due to its dominant position in the B2B sales intelligence market, recurring revenue model, and strong cash flow generation. The company’s platform addresses a critical pain point for sales teams, driving high customer retention and upsell opportunities. However, risks include intense competition from established CRM providers expanding into data analytics, reliance on third-party data sources, and macroeconomic sensitivity affecting sales budgets. With a market cap of ~$11.25B and a beta of 1.02, ZoomInfo trades with moderate volatility relative to the broader market. Investors should monitor its ability to maintain data accuracy, expand internationally, and integrate AI-driven features to sustain growth amid rising competition.
ZoomInfo’s competitive advantage lies in its vast proprietary database of B2B contacts and companies, which is continually updated and enriched with intent data. Unlike generic CRM tools, ZoomInfo specializes in actionable intelligence, offering features like predictive lead scoring and real-time buying signals. Its integration with major CRM platforms (e.g., Salesforce, HubSpot) enhances stickiness. However, competitors like Salesforce (CRM) and LinkedIn (owned by Microsoft) are encroaching on its turf by embedding similar data capabilities into their ecosystems. ZoomInfo’s focus on pure-play data differentiation helps it avoid direct competition with CRM giants, but it must innovate to stay ahead in AI and automation. Smaller rivals like DiscoverOrg (now part of ZoomInfo) historically challenged its data breadth, but consolidation has strengthened ZoomInfo’s market position. The company’s scalability and vertical-specific solutions (e.g., for tech or finance) provide niche defensibility, though pricing pressure from low-cost alternatives remains a threat.