Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
FY 2025 · View financials
Decision snapshot: ZM stock price vs MOH: inconclusive Relative valuation is incomplete for this pair. Review the available filing metrics before drawing a conclusion.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at MOH's multiple
Needs MOH P/E.
Implied fair value · at ZM's multiple
Needs ZM P/E.
Live quote
Price unavailable
Metric by metric
Where each company leads, and how wide the gap is.
Growth lag
Pricing power
Operating leverage
Lower is better
Not comparable
Lower leverage
Statements
Core statements aligned to each company's latest fiscal year.
SEC periods: ZM FY 2026 (ended Jan 31, 2026) · MOH FY 2025 (ended Dec 31, 2025). Fiscal years are not aligned.
Trendline
11 fiscal years of revenue, earnings, and margins before underwriting a re-rating.
Price framework
Market cap plus debt, less cash.
Price framework
Discounted free cash flow, then bridged to a per-share price. Same assumptions applied to both companies.
Zoom Communications, Inc. · implied price per share
Bear
$67.83
Base
$79.80
Bull
$91.77
MOLINA HEALTHCARE, INC. · implied price per share
Bear
-$133.88
Base
-$157.51
Bull
-$181.14
Balance sheet health
Financial health checks to separate durable balance sheets from potential value traps.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Not enough data to score either balance sheet.
Debt / equity
Total debt against shareholders' equity
0.01x
0.93x
Net debt / EBITDA
Leverage against operating earnings
-0.47x
-4.56x
Cash and equivalents
Liquid reserves on the balance sheet
$1.27B
$8.26B
Total debt
Interest-bearing obligations outstanding
Comparable set
Where the pair sits against the wider comparable set.
Keep comparing
Open adjacent comparisons from the same industry to pressure-test the read across multiple pairs.
$71.56M
$3.78B
Live quote
LLM-powered synthesis
An on-demand narrative read of the same deterministic data.
Based on an earlier data snapshot. Review the filing dates below or refresh after signing in.
If you believe ZM can sustain its high margins and return on capital while closing the gap to its P/E-based implied price, then holding or accumulating ZM makes sense because its profitability and balance sheet are materially stronger than MOH’s despite only moderate upside.
On a P/E basis, ZM’s current price of $111.62 sits below the implied price of $126.96, suggesting 13.7% upside. However, MOH comparison is complicated because MOH trades at a much lower sales and EBITDA multiple despite having a higher P/E, so the valuation signal depends heavily on which metric you anchor to.
Supporting Metrics
