ZoomInfo vs Telephone and Data Systems
Add, change or remove companies; up to four.
KIRA’s take AI analyst
I put ZoomInfo and Telephone and Data Systems side by side, using each one’s latest annual report. Here is what stands out:
- ZoomInfo is the larger business, with $1.2B of revenue in fiscal 2025 against $1.2B for Telephone and Data Systems.
- ZoomInfo grew revenue faster (2.9%, against −5.3%).
- ZoomInfo kept more of each dollar of sales as operating profit (18.1% operating margin, against −7.9%).
- ZoomInfo turned more of its sales into free cash flow (31.2% FCF margin, against 16.2%).
- ZoomInfo earned a higher return on the capital invested in it (5.3%, against −1.5%).
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
ZoomInfo
GTM
9/10
Revenue growth5-year growthOperating marginNet marginFCF marginReturn on capitalReturn on equityPiotroski F-scoreShare count change
Telephone and Data Systems
TDS
1/10
Net debt / EBITDA
Side by side
Best in the row
| Latest fiscal year | GTM FY25 | TDS FY25 |
|---|---|---|
| Size | ||
| Market cap | $1.3B | $4.1B |
| Revenue | $1.2B | $1.2B |
| Free cash flow | $389M | $199M |
| Net income | $124M | −$6.2M |
| Growth | ||
| Revenue growth | 2.9% | −5.3% |
| 5-year growth | 21.3% | −25.1% |
| Share count change | −10.5% | 4.3% |
| Profitability | ||
| Gross margin | 84.0% | — |
| Operating margin | 18.1% | −7.9% |
| Net margin | 9.9% | −0.5% |
| FCF margin | 31.2% | 16.2% |
| Return on capital | 5.3% | −1.5% |
| Return on equity | 7.8% | −0.1% |
| Balance sheet | ||
| Net debt | $1.1B | $62.6M |
| Net debt / EBITDA | 3.6x | 0.3x |
| Dividends and buybacks | $411M | $196M |
| Valuation & quality | ||
| P/E | — | 11.7x |
| Piotroski F-score | 7 | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.