Company Analysis

ZoomInfo Technologies Inc (GTM)

Nasdaq: GTM · Services-Prepackaged Software · Vancouver, WA · filing with the SEC since 2019
Grade5.2
◀ Past 6.4● Present 5.0▶ Future 4.5

The grade of ZoomInfo Technologies Inc

Nine metrics read from its own filings, by tense
Headline grade
5.2/10
◀ Past6.425% of the headline
● Present5.035% of the headline
▶ Future4.540% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

6.4/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed
2.5/10

Has it survived what it has been through?

1 warning event since 2019; the latest 2020-11-09.

weight 22% of this tense · 25th percentile among 230 sector filers · read for itself

From the record

ZoomInfo Technologies Inc's filings since 2019 show 1 warning event: a warning not to rely on past financial statements (8-K item 4.02, the latest 2020-11-09) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
6.0/10

What has it actually done, year after year?

+36.1% a year over 8 filed years; profitable in 5 of 8.

weight 45% of this tense · 60th percentile among 213 sector filers · read for its customers

From the record

ZoomInfo Technologies Inc's 8 filed years say what it did: revenue went from $144 million in fiscal 2018 to $1.2 billion in fiscal 2025, up 36.1% a year; it rose in 6 of 7 years; the deepest fall was 2% from fiscal 2023 to fiscal 2024; net income was positive in 5 of 8 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span36.1%top 19% of its family
  • the share of years revenue rosebottom 40% of its family
  • the share of filed years with a profittop 23% of its family
  • the deepest fall from a revenue peak2.0%bottom 43% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
9.5/10

How has it treated the people who own it?

Share count shrank 7.0% a year. 100% of cash flow returned. Insiders: 23 sales, 1 purchases.

weight 33% of this tense · 95th percentile among 152 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, ZoomInfo Technologies Inc's diluted share count shrank about 7.0% a year, and dividends and buybacks returned about 100% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 23 sales (22 under scheduled 10b5-1 plans) and 1 purchase of their own stock on the open market in the year to 2026-11-03, buying about $99 thousand (their Form 4 filings).

What it rests on

  • the share count over the yearstop 4% of its family
  • cash returned against operating cash flowtop 6% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

5.0/1035% of the headline grade · 3 of 3 filed

Financial health

as filed
5.1/10

Is it financially healthy right now?

ROE 8%: 8¢ of profit per shareholder dollar. Leverage 77%: owes 77¢ per asset dollar.

weight 45% of this tense · 51st percentile among 217 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, ZoomInfo Technologies Inc earned about 8 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 16 cents per dollar of everything the company owns. Leverage: it owed about 77 cents per dollar of assets, and net share issuance: its share count shrank 10.5% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 21% of its family
  • return on equitytop 33% of its family
  • gross profit against assetsbottom 19% of its family
  • the share count against the year beforetop 2% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
6.0/10

How strong is its position in its industry?

top 40% of 218 in its family; net margin 9.9%.

weight 33% of this tense · 60th percentile among 218 sector filers · read for its customers

From the record

ZoomInfo Technologies Inc's standing among 218 graded names in its industry family: revenue of $1.2 billion in fiscal 2025 ranks in the top 24% by size; a net margin of 9.9% ranks in the top 26%; revenue growth of 4.4% a year over the last 3 filed years ranks in the bottom 29% (its annual reports).

What it rests on

  • revenue against the family$1.25Btop 24% of its family
  • net margin9.9%top 26% of its family
  • three-year revenue growth4.4%bottom 29% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
3.5/10

What are the people in charge doing?

bottom 35% of 139 in its family for leadership; chief executive since 2020.

weight 22% of this tense · 35th percentile among 139 sector filers · read for its shareholders

From the record

ZoomInfo Technologies Inc's leadership, from its insiders' filings and its current reports: the chief executive on the record is Schuck, Henry (Chief Executive Officer, as filed), filing under that title since 2020-06-04, 6.4 years (top 29% of its family); the 13 officers and directors filing in the last fifteen months have been on the record a median of 2.3 years (bottom 4%); 9 officer or director changes were reported on Form 8-K since 2023-11-13, against the 13 people in charge now (bottom 29%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge9 in three years among 13 peoplebottom 29% of its family
  • the median years the people in charge have filed2.3 yearsbottom 4% of its family
  • the chief executive's years on the record6.4 yearstop 29% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

4.5/1040% of the headline grade · 3 of 3 filed

Room to expand

as filed
5.4/10

How much room does it have to grow?

top 46% of 216 in its family for room to expand.

weight 22% of this tense · 54th percentile among 216 sector filers · read for itself

From the record

ZoomInfo Technologies Inc's room to grow, from the newest filed statements (fiscal 2025): cash of $186 million against debt of $1.3 billion leaves -17.7% of its assets as net cash, bottom 10% of its family; cash from operations less capital spending is 31.2% of revenue (top 12%); a gross margin of 84% (top 11%); research spending of 14.6% of revenue (bottom 30%) (its annual report).

What it rests on

  • cash less debt against assets-17.7%bottom 10% of its family
  • cash from operations less capital spending against revenue31.2%top 12% of its family
  • gross margin84.0%top 11% of its family
  • research spending against revenue14.6%bottom 30% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
3.5/10

What could actually drive growth from here?

bottom 35% of 213 in its family for growth drivers.

weight 45% of this tense · 35th percentile among 213 sector filers · read for its customers

From the record

ZoomInfo Technologies Inc's growth drivers, from the filed years to fiscal 2025: revenue grew 4.4% a year over the last three filed years against 36.1% over all 8, slowing (bottom 7% of its family); the newest year grew 2.9% (bottom 25%); research spending grew -4.2% a year (bottom 23%); capital spending grew 38.1% a year (top 16%) (its annual reports). ZoomInfo Technologies Inc reported 3 product lines in fiscal 2025: Subscription and Circulation at $1.2 billion (98%), Email Verification Service and Contact Data at $15 million (1%), Other Service at $6 million (0%); 3 of 3 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-31.7 points a yearbottom 7% of its family
  • the newest year's revenue growth2.9%bottom 25% of its family
  • three-year growth of research spending-4.2%bottom 23% of its family
  • three-year growth of capital spending38.1%top 16% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
5.2/10

Did its newest year beat what its own record pointed to?

top 48% of 194 in its family for expectations against reality.

weight 33% of this tense · 52nd percentile among 194 sector filers · read for its shareholders

From the record

ZoomInfo Technologies Inc's newest year against its own record: revenue of $1.2 billion in fiscal 2025 came in 2.1% below the $1.3 billion its prior three years' pace pointed to (bottom 44% of its family); net income of $124 million against a prior three-year average of $67 million (top 29%); a net margin of 9.9% against 5.6% before (bottom 41%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-2.1%bottom 44% of its family
  • net income against the prior three years' average+87%top 29% of its family
  • net margin against its prior average+4.3 pointsbottom 41% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton GTM · research, not advice