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COMP vs ZM
Which Stock Would AI Choose? Compass, Inc. (COMP) vs. Zoom Communications, Inc. (ZM) Stock Comparison
Key Takeaways
- COMP reported record Q2 2026 results with revenue growth of 14% year-over-year and a return to GAAP net income of $92 million, driving initial positive momentum before a recent pullback.
- ZM maintains stable operating margins near 42% and a wide economic moat in the video communications sector, with shares showing resilience amid upcoming quarterly results.
- COMP operates in the real estate services industry with exposure to housing market cycles, while ZM benefits from recurring software subscription revenue and hybrid work trends.
- Market capitalization for COMP stands near $9 billion compared to approximately $31.5 billion for ZM, reflecting differing scale and valuation multiples.
- Recent weeks saw COMP exhibit higher volatility tied to earnings and sector sentiment, whereas ZM demonstrated steadier performance with modest gains.
- Both stocks trade in technology-enabled service sectors but differ in growth drivers, with COMP focused on transaction volume and ZM on platform expansion including artificial intelligence features.
Introduction
This comparison examines COMP and ZM to provide traders and investors with a factual overview of their relative positioning. Compass, Inc. delivers a cloud-based real estate brokerage platform, while Zoom Communications, Inc. offers video-first communication and collaboration software. The analysis highlights recent performance trends, business models, and market factors relevant to those evaluating exposure to real estate technology versus enterprise communications. Investors seeking diversified technology-enabled service plays may find the side-by-side review useful for assessing sector-specific risks and momentum in the current environment.
COMP Overview and Recent Performance
Compass, Inc. operates a technology platform that supports residential real estate agents and brokerages through transaction management, marketing, and client tools. In recent market activity, the stock experienced elevated volatility following its Q2 2026 earnings release, which featured record adjusted EBITDA of $363 million and a shift to positive GAAP net income. Revenue rose 14% year-over-year on a pro forma basis, supported by higher transaction volumes. Subsequent weeks brought a pullback amid broader market reassessment of growth prospects and expense dynamics. The 52-week range has spanned roughly $6.37 to $13.96, with recent trading reflecting sensitivity to housing market indicators and cost synergy execution.
ZM Overview and Recent Performance
Zoom Communications, Inc. provides a video-first platform for meetings, webinars, chat, and content sharing, serving enterprise, education, and consumer users. In recent market activity, shares have shown relative stability with modest gains, trading near the upper end of a 52-week range of approximately $70.70 to $114.74. The company continues to emphasize recurring subscription revenue and margin discipline near 42%. Upcoming quarterly results are anticipated, with analysts noting consistent earnings beats in prior periods. Broader sentiment has been influenced by hybrid work adoption trends and platform enhancements, including artificial intelligence capabilities, without significant single-event catalysts in the immediate period.
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Head-to-Head Comparison
COMP and ZM operate in distinct sectors—real estate services versus software applications—with differing exposure to economic cycles. COMP derives revenue primarily from transaction-based brokerage activity, creating sensitivity to housing market volume and pricing, whereas ZM generates predictable subscription income with high gross margins. Recent momentum favored COMP immediately after earnings due to profitability improvements, while ZM displayed steadier price action. Risk factors for COMP include real estate cyclicality and integration costs; for ZM, they center on competition in collaboration tools and slower growth in core video usage. Market capitalization and valuation multiples reflect ZM’s larger scale and established position relative to COMP’s growth-oriented profile.
Tickeron AI Verdict
Based on observable factors such as earnings consistency, margin stability, and relative positioning, Tickeron’s AI models currently assign a probabilistic edge to ZM for trend consistency and defensive characteristics amid uncertain market conditions. COMP shows stronger near-term catalyst potential from operational improvements but carries higher volatility tied to sector-specific variables. This assessment reflects pattern recognition across multiple data inputs rather than a definitive forecast.
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 Hold and ZM is a Buy.
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 1 FA rating(s) are green whileZM’s FA Score has 1 green FA rating(s).
- COMP’s FA Score: 1 green, 4 red.
- ZM’s FA Score: 1 green, 4 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 4 TA indicator(s) are bullish while ZM’s TA Score has 6 bullish TA indicator(s).
- COMP’s TA Score: 4 bullish, 6 bearish.
- ZM’s TA Score: 6 bullish, 4 bearish.
Price Growth
COMP (@Real Estate Development) experienced а +1.37% price change this week, while ZM (@Packaged Software) price change was +2.95% for the same time period.
The average weekly price growth across all stocks in the @Real Estate Development industry was -4.45%. For the same industry, the average monthly price growth was -1.22%, and the average quarterly price growth was -3.65%.
The average weekly price growth across all stocks in the @Packaged Software industry was -3.96%. For the same industry, the average monthly price growth was -2.40%, and the average quarterly price growth was +3.47%.
Reported Earning Dates
COMP is expected to report earnings on Nov 11, 2026.
ZM is expected to report earnings on Nov 23, 2026.
Industries' Descriptions
@Real Estate Development (-4.45% 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 (-3.96% 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 | 8.54B | 29.6B | 29% |
| EBITDA | 107M | 1.32B | 8% |
| Gain YTD | 5.203 | 17.430 | 30% |
| P/E Ratio | 185.33 | 9.41 | 1,970% |
| Revenue | 10.6B | 4.99B | 212% |
| Total Cash | 694M | 7.25B | 10% |
| Total Debt | 4.11B | 60.3M | 6,814% |
ZM | ||
|---|---|---|
OUTLOOK RATING 1..100 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 82 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | |
SMR RATING 1..100 | 31 | |
PRICE GROWTH RATING 1..100 | 46 | |
P/E GROWTH RATING 1..100 | 96 | |
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 (%) | 4 days ago 84% | 4 days ago 90% |
| Stochastic ODDS (%) | 4 days ago 79% | 4 days ago 69% |
| Momentum ODDS (%) | 4 days ago 83% | 4 days ago 71% |
| MACD ODDS (%) | 4 days ago 84% | 4 days ago 68% |
| TrendWeek ODDS (%) | 4 days ago 83% | 4 days ago 68% |
| TrendMonth ODDS (%) | 4 days ago 85% | 4 days ago 61% |
| Advances ODDS (%) | 4 days ago 83% | 4 days ago 65% |
| Declines ODDS (%) | 7 days ago 84% | 7 days ago 75% |
| BollingerBands ODDS (%) | 4 days ago 75% | 4 days ago 71% |
| Aroon ODDS (%) | 4 days ago 80% | 4 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.