ON Semiconductor vs Zoom Video Communications, Inc. — how do they compare? ON Semiconductor trades at $70.75 (market cap $27.67B), while Zoom Video Communications, Inc. trades at $96.83 (market cap $28.14B). The key difference: ON Semiconductor and Zoom Video Communications, Inc. are close in size by market cap, and Zoom Video Communications, Inc. is trading nearer its 52-week high, ON Semiconductor nearer its low. Which is the better fit depends on your goals.
| ON | ZM | |
|---|---|---|
Market Cap | $27.67B | $28.14B |
Sector | Technology | Technology |
52-Week High | $133.93 | $111.88 |
52-Week Low | $44.90 | $72.72 |
Enterprise Value | $28.29B | $20.95B |
Signals from Pluang's Aura AI — not financial advice
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Zoom Communications (ZM) trades at $96.44, down 4.83% amid mixed signals. The stock shows bearish technical indicators with support at $95 and resistance at $99, while fundamentals reveal strong profitability with 77.3% gross margins and 65.19% net income margin. Recent Q2 earnings beat expectations with 4.9% revenue growth to $1.28B, but soft Q3 guidance triggered the selloff. Analyst consensus remains cautiously optimistic with a $119.63 price target despite near-term headwinds.
The outlook balances strong cash flow generation against growth deceleration concerns. Investment opportunity lies in ZM's enterprise revenue acceleration (7.8% growth) and attractive valuation (P/E 8.95), while risks include competitive pressure and execution on AI initiatives. The Anthropic IPO catalyst and new board appointment provide potential upside if growth reaccelerates.
Trailing returns across standard periods
Latest headlines on both assets
Onsemi develops power and sensing semiconductors for automotive, industrial, and energy applications. Its products support functions such as electric vehicle systems, energy conversion, automation, and intelligent sensing.
Read more on ON →Zoom Video Communications, Inc. develops a people-centric cloud service that transforms real-time collaboration experience. The Company offers unified meeting experience, a cloud service that provides a 3-in-1 meeting platform with HD video conferencing, mobility, and web meetings. Zoom Video Communications serves customers worldwide.
Read more on ZM →