COMP <GO>
BSP vs ZM // NET PROFIT MARGIN
Bending Spoons S.p.A. (NASDAQ) VS. Zoom Communications Inc. (NASDAQ) • 15-METRIC TALLY: BSP 5
— ZM 7
▲ NET PROFIT MARGIN LEADER: ZM
LAST: $46.78 (-0.51%) • MKT CAP: $32.49B
net-margins
16.40%
LAST: $97.66 (-2.59%) • MKT CAP: $28.50B
net-margins
39.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BSP VS. ZM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BSP | ZM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 77.00% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 14.90% | 9.40% | +5.50 | BSP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 14.9x | 23.9x | -9.00 | BSP | /valuation <GO> |
| Free Cash Flow Yield | 3.99% | 6.75% | -2.76 | ZM | /fcf-yield <GO> |
| Operating Margin | 21.10% | 23.10% | -2.00 | ZM | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 16.40% | 39.00% | -22.60 | ZM | /net-margins <GO> |
| Revenue Growth (YoY) | 22.00% | 4.40% | +17.60 | BSP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.87 | 10.00 | -6.13 | ZM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 9/9 | -1.00 | ZM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.2 | 52.6 | +4.60 | BSP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.17 | 1.41 | -0.24 | ZM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.2x | 14.0x | +4.20 | ZM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $32.49B | $28.50B | $3.99B | BSP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BSP REV | ZM REV | BSP GROSS % | ZM GROSS % | BSP FCF | ZM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | — | $4.87B | — | 77.0% | — | $1.92B |
| FY 2024 | — | $4.67B | — | 75.8% | — | $1.81B |
| FY 2023 | — | $4.53B | — | — | — | $1.40B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BSP // BETA 1.17
ZM // BETA 1.41