- Entry
- $79.90
- Now
- $80.25 +0.4%
- Target
- —
- Score
- —
The specific analytical question I'd most welcome pushback on from this community: ZoomInfo (GTM) trades at 23.96% true FCF yield with a 10.54% three-year revenue CAGR and a Y220 already at the 20% threshold. The market is pricing it as a dying business. The bear thesis is that AI scrapers replicate what ZoomInfo provides. I work in data at a large enterprise and our team still genuinely needs GTM for enterprise sales operations in ways that AI scrapers haven't replaced. …
— ORIGINAL POST ·
True FCF yield and Y220 applied to consumer discretionary and staples names. DECK at 8.43% yield and 16.5% CAGR is the standout. Looking for pushback on the GTM thesis specifically - is AI really killing enterprise B2B data or is the market overpricing the doomsday scenario?
· r/SecurityAnalysis
· Aug 26, 2026