Tag Archives: ZI

ZoomInfo Technologies (ZI), mcap=$12.5bn, price $31.05 vs $47.50

Enterprise software provider with a go-to-market platform for sales reps. Sports accelerating 50%+ growth with no peers at scale. ZI multiple has come down from 26x ARR to 15x today Author believes current ZI growth rates are durable due to:
(1) secular trend of sales org transitioning to data-driven selling
(2) high net revenue retention
(3) strong growth of high value and international accounts
(4) no remotely comparable peers.