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Side-by-side financial comparison of SM Energy Co (SM) and Zoom Communications, Inc. (ZM). Click either name above to swap in a different company.

Zoom Communications, Inc. is the larger business by last-quarter revenue ($1.2B vs $704.9M, roughly 1.7× SM Energy Co). On growth, Zoom Communications, Inc. posted the faster year-over-year revenue change (4.4% vs -17.3%). Over the past eight quarters, SM Energy Co's revenue compounded faster (12.2% CAGR vs 3.6%).

SM Energy Company is a company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in Denver, Colorado.

Zoom Communications, Inc. is an American communications technology company headquartered in San Jose, California, United States. It is primarily known for the videoconferencing application Zoom.

SM vs ZM — Head-to-Head

Bigger by revenue
ZM
ZM
1.7× larger
ZM
$1.2B
$704.9M
SM
Growing faster (revenue YoY)
ZM
ZM
+21.7% gap
ZM
4.4%
-17.3%
SM
Faster 2-yr revenue CAGR
SM
SM
Annualised
SM
12.2%
3.6%
ZM

Income Statement — Q4 FY2025 vs Q3 FY2026

Metric
SM
SM
ZM
ZM
Revenue
$704.9M
$1.2B
Net Profit
$612.9M
Gross Margin
77.9%
Operating Margin
25.9%
25.2%
Net Margin
49.8%
Revenue YoY
-17.3%
4.4%
Net Profit YoY
196.0%
EPS (diluted)
$0.94
$2.01

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
SM
SM
ZM
ZM
Q4 25
$704.9M
$1.2B
Q3 25
$811.6M
$1.2B
Q2 25
$792.9M
$1.2B
Q1 25
$844.5M
$1.2B
Q4 24
$852.0M
$1.2B
Q3 24
$643.6M
$1.2B
Q2 24
$634.6M
$1.1B
Q1 24
$559.9M
$1.1B
Net Profit
SM
SM
ZM
ZM
Q4 25
$612.9M
Q3 25
$155.1M
$358.6M
Q2 25
$201.7M
$254.6M
Q1 25
$182.3M
$367.9M
Q4 24
$207.1M
Q3 24
$240.5M
$219.0M
Q2 24
$210.3M
$216.3M
Q1 24
$131.2M
$298.8M
Gross Margin
SM
SM
ZM
ZM
Q4 25
77.9%
Q3 25
77.6%
Q2 25
76.3%
Q1 25
75.7%
Q4 24
75.9%
Q3 24
75.5%
Q2 24
76.1%
Q1 24
75.9%
Operating Margin
SM
SM
ZM
ZM
Q4 25
25.9%
25.2%
Q3 25
30.4%
26.4%
Q2 25
37.2%
20.6%
Q1 25
32.7%
19.0%
Q4 24
33.7%
15.5%
Q3 24
51.4%
17.4%
Q2 24
44.0%
17.8%
Q1 24
31.9%
14.7%
Net Margin
SM
SM
ZM
ZM
Q4 25
49.8%
Q3 25
19.1%
29.5%
Q2 25
25.4%
21.7%
Q1 25
21.6%
31.1%
Q4 24
17.6%
Q3 24
37.4%
18.8%
Q2 24
33.1%
19.0%
Q1 24
23.4%
26.1%
EPS (diluted)
SM
SM
ZM
ZM
Q4 25
$0.94
$2.01
Q3 25
$1.35
$1.16
Q2 25
$1.76
$0.81
Q1 25
$1.59
$1.16
Q4 24
$1.63
$0.66
Q3 24
$2.09
$0.70
Q2 24
$1.82
$0.69
Q1 24
$1.13
$0.98

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
SM
SM
ZM
ZM
Cash + ST InvestmentsLiquidity on hand
$368.0M
$1.2B
Total DebtLower is stronger
Stockholders' EquityBook value
$4.8B
$9.3B
Total Assets
$9.3B
$11.4B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
SM
SM
ZM
ZM
Q4 25
$368.0M
$1.2B
Q3 25
$162.3M
$1.2B
Q2 25
$101.9M
$1.2B
Q1 25
$54.0K
$1.3B
Q4 24
$1.3B
Q3 24
$1.7B
$1.5B
Q2 24
$487.9M
$1.9B
Q1 24
$506.3M
$1.6B
Stockholders' Equity
SM
SM
ZM
ZM
Q4 25
$4.8B
$9.3B
Q3 25
$4.7B
$9.0B
Q2 25
$4.6B
$8.9B
Q1 25
$4.4B
$8.9B
Q4 24
$4.2B
$8.7B
Q3 24
$4.1B
$8.5B
Q2 24
$3.8B
$8.3B
Q1 24
$3.7B
$8.0B
Total Assets
SM
SM
ZM
ZM
Q4 25
$9.3B
$11.4B
Q3 25
$9.1B
$11.0B
Q2 25
$9.0B
$11.0B
Q1 25
$8.8B
$11.0B
Q4 24
$8.6B
$10.7B
Q3 24
$8.0B
$10.5B
Q2 24
$6.7B
$10.3B
Q1 24
$6.4B
$9.9B

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
SM
SM
ZM
ZM
Operating Cash FlowLast quarter
$451.9M
$629.3M
Free Cash FlowOCF − Capex
$614.3M
FCF MarginFCF / Revenue
50.0%
Capex IntensityCapex / Revenue
1.2%
Cash ConversionOCF / Net Profit
1.03×
TTM Free Cash FlowTrailing 4 quarters
$2.0B

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
SM
SM
ZM
ZM
Q4 25
$451.9M
$629.3M
Q3 25
$505.0M
$515.9M
Q2 25
$571.1M
$489.3M
Q1 25
$483.0M
$424.6M
Q4 24
$578.4M
$483.2M
Q3 24
$452.3M
$449.3M
Q2 24
$476.4M
$588.2M
Q1 24
$276.0M
$351.2M
Free Cash Flow
SM
SM
ZM
ZM
Q4 25
$614.3M
Q3 25
$508.0M
Q2 25
$463.4M
Q1 25
$416.2M
Q4 24
$457.7M
Q3 24
$365.1M
Q2 24
$569.7M
Q1 24
$332.7M
FCF Margin
SM
SM
ZM
ZM
Q4 25
50.0%
Q3 25
41.7%
Q2 25
39.4%
Q1 25
35.2%
Q4 24
38.9%
Q3 24
31.4%
Q2 24
49.9%
Q1 24
29.0%
Capex Intensity
SM
SM
ZM
ZM
Q4 25
1.2%
Q3 25
0.7%
Q2 25
2.2%
Q1 25
0.7%
Q4 24
2.2%
Q3 24
7.2%
Q2 24
1.6%
Q1 24
1.6%
Cash Conversion
SM
SM
ZM
ZM
Q4 25
1.03×
Q3 25
3.26×
1.44×
Q2 25
2.83×
1.92×
Q1 25
2.65×
1.15×
Q4 24
2.33×
Q3 24
1.88×
2.05×
Q2 24
2.27×
2.72×
Q1 24
2.10×
1.18×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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