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  • Writer's pictureAbacus Research

ZoomInfo (ZI): 45% op margin, 40% growth, potential winner takes most market

ZoomInfo is a unique asset. It provides a ‘must have,’ high ROI data collection and automation tool for salespeople.

In our opinion, ZI has been the first to reach scale, and competition will struggle to catch up in what is potentially a winner takes most opportunity.

The fact that the product sells itself is shown by ZI‘s >45% operating margin since 2018 along with 50%+ growth despite being in the early adoption stage.

  • LTV/CAC of >10x

  • In our upside, we estimate revenue growth of 41% CAGR 2021-25 versus the company guidance and consensus of 29%pa.

Potential Upside: $102(+65%)

Sensible Downside: $45(-28%)

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