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COMP vs ZM
Which Stock Would AI Choose? Compass, Inc. (COMP) vs. Zoom Communications, Inc. (ZM) Stock Comparison
Key Takeaways
- Compass, Inc. (COMP) delivered robust Q1 2026 revenue growth of 99% year-over-year, driven by the integration of its Anywhere acquisition and expanded cost synergies targeting up to $300 million in 2026.
- Zoom Communications, Inc. (ZM) maintains steady profitability with a trailing twelve-month EPS of $6.18 and a forward price-to-earnings ratio near 16, while preparing to report Q1 fiscal 2027 results on May 21, 2026.
- Recent market activity shows COMP with year-to-date returns around 25% amid post-earnings volatility, compared to ZM’s more moderate YTD gain of approximately 14.6% with lower price swings in the past month.
- COMP operates in the real estate technology sector with exposure to housing market cycles and merger-related integration, whereas ZM focuses on enterprise communication software with recurring subscription revenue and broader technology sector dynamics.
- Sentiment around COMP has been influenced by acquisition synergies and earnings beats, while ZM sentiment reflects steady operational execution ahead of its upcoming earnings release.
- Both stocks exhibit distinct risk profiles: COMP carries integration and real estate cyclical risks, while ZM faces competition in video and collaboration tools alongside stable cash flow generation.
Introduction
This comparison examines Compass, Inc. (COMP) and Zoom Communications, Inc. (ZM), two technology-oriented companies with exposure to different end markets. COMP provides real estate brokerage and technology services, while ZM delivers video communications and collaboration platforms. The analysis focuses on recent performance, business fundamentals, and market positioning to assist investors evaluating relative opportunities in the current environment. Traders seeking exposure to real estate recovery themes or enterprise software stability may find the comparison relevant for portfolio construction and sector rotation decisions.
COMP Overview and Recent Performance
Compass, Inc. (COMP) operates a technology-enabled real estate services platform serving major U.S. markets and select international locations. The company reported first-quarter 2026 results on May 5, 2026, highlighting revenue of $2.70 billion, a 99% year-over-year increase primarily attributable to the inclusion of Anywhere Real Estate. Pro forma gross transaction value rose 7.3% year-over-year in brokerage and 4.6% in franchise operations. Adjusted EBITDA reached $61 million, and the firm raised its 2026 cost synergy targets following the execution of more than $250 million in net synergies during the quarter. Stock price action in recent weeks reflected initial positive reaction to the earnings release followed by normal post-event consolidation, with year-to-date returns near 25% amid broader market activity.
ZM Overview and Recent Performance
Zoom Communications, Inc. (ZM) provides cloud-based video communications and collaboration solutions for enterprises and individuals. The company continues to demonstrate consistent profitability, with trailing twelve-month earnings per share of $6.18 and a price-to-earnings ratio around 16. Recent trading activity shows the stock achieving a new 52-week high earlier in May before experiencing typical volatility, with year-to-date returns of approximately 14.6% and a one-month gain near 8.7%. Attention remains focused on the upcoming fiscal first-quarter 2027 earnings release scheduled for May 21, 2026, where investors will assess revenue trends and margin performance against prior guidance. Market sentiment has been supported by steady free cash flow generation and a solid balance sheet position.
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Head-to-Head Comparison
COMP and ZM differ significantly in business models. COMP generates revenue primarily through real estate transaction fees and technology subscriptions, exposing it to housing market cyclicality and integration execution following the Anywhere acquisition. In contrast, ZM derives most revenue from recurring subscription fees for its collaboration platform, providing greater revenue visibility and lower cyclical sensitivity. Recent momentum favors COMP following its earnings-driven gains, while ZM has shown steadier but more modest appreciation. Risk factors include COMP’s exposure to real estate transaction volumes and merger-related costs, versus ZM’s competitive pressures in the communications software space. Sector positioning places COMP within real estate technology and ZM within broader enterprise software, resulting in divergent correlations to economic indicators such as interest rates and corporate spending patterns. Market sentiment toward COMP has centered on synergy realization, whereas sentiment for ZM reflects expectations around sustained profitability and upcoming earnings clarity.
Tickeron AI Verdict
Based on observable factors such as recent earnings consistency, cost synergy execution, and relative price stability following catalyst events, Tickeron’s AI models would currently assign a higher probability of favorable positioning to COMP over the near term. The company’s demonstrated ability to exceed revenue expectations and accelerate synergy targets provides measurable support for trend continuation in the current environment. ZM remains competitive due to its predictable cash flows and upcoming earnings visibility; however, the models note lower recent momentum relative to COMP. This assessment reflects probabilistic weighting of trend consistency and catalyst strength rather than a definitive ranking.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is COMP is a StrongBuy and ZM is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
COMP’s FA Score shows that 0 FA rating(s) are green whileZM’s FA Score has 0 green FA rating(s).
- COMP’s FA Score: 0 green, 5 red.
- ZM’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
COMP’s TA Score shows that 6 TA indicator(s) are bullish while ZM’s TA Score has 4 bullish TA indicator(s).
- COMP’s TA Score: 6 bullish, 4 bearish.
- ZM’s TA Score: 4 bullish, 6 bearish.
Price Growth
COMP (@Real Estate Development) experienced а +11.41% price change this week, while ZM (@Packaged Software) price change was -7.81% for the same time period.
The average weekly price growth across all stocks in the @Real Estate Development industry was -0.26%. For the same industry, the average monthly price growth was -1.93%, and the average quarterly price growth was -19.60%.
The average weekly price growth across all stocks in the @Packaged Software industry was -2.27%. For the same industry, the average monthly price growth was +0.37%, and the average quarterly price growth was -8.09%.
Reported Earning Dates
COMP is expected to report earnings on Aug 10, 2026.
ZM is expected to report earnings on Aug 24, 2026.
Industries' Descriptions
@Real Estate Development (-0.26% weekly)Activities range from the renovation and re-lease of existing buildings to the purchase of raw land and the sale of developed land or parcels to others. Demand for land development business is driven by GDP growth, employment rates, interest rates, and access to/cost of capital. For individual companies in this industry, proper cost estimation and successful bidding play critical roles in their profitability. Large companies could potentially have greater access to capital, while smaller companies can specialize in a specific geographic area or market niche. CBRE Group, VICI Properties Inc and Brookfield Property Partners L.P. are some of the large companies in this industry.
@Packaged Software (-2.27% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
| COMP | ZM | COMP / ZM | |
| Capitalization | 6.42B | 27.5B | 23% |
| EBITDA | -105.2M | 1.32B | -8% |
| Gain YTD | -18.732 | 8.564 | -219% |
| P/E Ratio | 429.50 | 13.80 | 3,113% |
| Revenue | 8.31B | 4.93B | 168% |
| Total Cash | 484M | 7.72B | 6% |
| Total Debt | 4.07B | 60.2M | 6,762% |
ZM | ||
|---|---|---|
OUTLOOK RATING 1..100 | 61 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 84 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | |
SMR RATING 1..100 | 43 | |
PRICE GROWTH RATING 1..100 | 49 | |
P/E GROWTH RATING 1..100 | 89 | |
SEASONALITY SCORE 1..100 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
| COMP | ZM | |
|---|---|---|
| RSI ODDS (%) | 7 days ago 85% | 4 days ago 70% |
| Stochastic ODDS (%) | 3 days ago 84% | 3 days ago 60% |
| Momentum ODDS (%) | 3 days ago 84% | 3 days ago 78% |
| MACD ODDS (%) | 3 days ago 76% | 3 days ago 82% |
| TrendWeek ODDS (%) | 3 days ago 81% | 3 days ago 74% |
| TrendMonth ODDS (%) | 3 days ago 79% | 3 days ago 70% |
| Advances ODDS (%) | 3 days ago 82% | 13 days ago 63% |
| Declines ODDS (%) | 7 days ago 83% | 4 days ago 76% |
| BollingerBands ODDS (%) | 7 days ago 76% | 3 days ago 73% |
| Aroon ODDS (%) | 3 days ago 81% | 3 days ago 59% |
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ZM and
Correlation & Price change
A.I.dvisor indicates that over the last year, ZM has been loosely correlated with COIN. These tickers have moved in lockstep 63% of the time. This A.I.-generated data suggests there is some statistical probability that if ZM jumps, then COIN could also see price increases.