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1. Company Snapshot

1.a. Company Description

Zuora, Inc., together with its subsidiaries, provides cloud-based software on a subscription basis that enables companies in various industries to launch, manage, and transform into a subscription business.The company offers Zuora Central platform that acts as an orchestration engine that allows customers quote-to-revenue operations.Its products include Zuora Billing that helps customers to set payment terms, manage hierarchical billing relationships, consolidate invoicing across multiple subscriptions, and tax transactions; Zuora Revenue, a revenue recognition automation solution; Zuora CPQ for configuring deals, pricing, and quoting in a subscription business; Zuora Collect designed to/ handle the complicated function of payments associated with subscription-based businesses; and Zuora Marketplace.


It sells its products through its direct sales force, systems integrators, management consulting firms, resellers, technology, and ecosystem partners.Zuora, Inc.was incorporated in 2006 and is headquartered in Redwood City, California.

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1.b. Last Insights on ZUO

Here is a 90-word analysis of the positive drivers behind Zuora, Inc.'s recent stock performance: The proposed buyout of Zuora by Silver Lake and GIC Pte. Ltd. for $10.00 per share in cash has driven positivity around the stock. Investor rights law firms, such as Halper Sadeh LLC and Kaskela Law LLC, are investigating the fairness of the sale, which may lead to a potential increase in the offer price. Additionally, other law firms like Levi & Korsinsky, LLP are investigating the merger, which could also impact the stock's performance.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Zuora Launches AI-Ready Monetization Catalog to Power Any Business Model, Even Faster

Nov -18

Source: businesswire.com

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Zuora Revenue Ranked No. 1 Overall in Automated Revenue Management by MGI Research, Leading in Product and Strategy

Nov -06

Source: businesswire.com

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Zuora Recognized as a Leader in 2025 Gartner® Magic Quadrant™ for Recurring Billing Applications

Oct -16

Source: businesswire.com

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Nuvei and Zuora Launch Recurring Payments Solution for International Enterprises

Aug -19

Source: pymnts.com

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Zuora Releases 2025 Global Impact Report Highlighting First Climate Risk Assessment and Strengthened Corporate Responsibility Governance

Aug -12

Source: businesswire.com

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Zuora Modern Finance Leader Research Reveals Technology Gaps Limiting Strategic Impact and Business Model Innovation

Jul -15

Source: businesswire.com

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Introducing Zuora Collections: AI-Powered Automation to Accelerate Cash Flow Through Stronger Customer Relationships

May -20

Source: businesswire.com

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Silver Lake and GIC Complete Acquisition of Zuora

Feb -14

Source: businesswire.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (11.55%)

6. Segments

Subscription

Expected Growth: 12%

Zuora's subscription growth is driven by increasing adoption of subscription-based business models, rising demand for cloud-based software, and growing need for recurring revenue management solutions. Additionally, Zuora's platform expansion into new markets, strategic partnerships, and innovative product offerings are contributing to its 12% growth.

Professional Services

Expected Growth: 8%

Zuora's Professional Services segment growth is driven by increasing adoption of subscription-based business models, rising demand for digital transformation, and growing need for recurring revenue management. Additionally, the company's expertise in cloud-based solutions and strategic partnerships are contributing to its 8% growth.

7. Detailed Products

Z-Billing

A cloud-based billing system that automates and streamlines the entire billing process, from quote to cash.

Z-Commerce

A commerce platform that enables businesses to sell and manage subscriptions, one-time payments, and usage-based billing models.

Z-Payments

A payment processing solution that integrates with Zuora's billing and commerce platforms to manage payment processing, payment methods, and payment schedules.

Z-Revenue

A revenue recognition and management solution that automates and streamlines revenue recognition, forecasting, and compliance.

Z-Insights

A data analytics and insights platform that provides real-time visibility into customer behavior, revenue, and growth metrics.

Z-Connect

A platform that enables businesses to integrate Zuora with other systems, such as CRM, ERP, and custom applications.

8. Zuora, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Zuora's subscription-based business model is vulnerable to substitutes, but the company's strong brand recognition and customer loyalty mitigate this threat.

Bargaining Power Of Customers

Zuora's customers are largely enterprise-level companies, which reduces their bargaining power. The company's subscription model also provides a steady revenue stream, reducing customer negotiation power.

Bargaining Power Of Suppliers

Zuora's suppliers are primarily technology and infrastructure providers, which are readily available and interchangeable. This reduces their bargaining power.

Threat Of New Entrants

The subscription management market is attractive, and new entrants may emerge to challenge Zuora's market share. However, the company's established brand and customer base provide a barrier to entry.

Intensity Of Rivalry

The subscription management market is competitive, but Zuora's strong brand recognition and customer loyalty help to mitigate the intensity of rivalry.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 73.26%
Debt Cost 5.16%
Equity Weight 26.74%
Equity Cost 13.08%
WACC 7.28%
Leverage 273.99%

11. Quality Control: Zuora, Inc. passed 2 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
i3 Verticals

A-Score: 5.1/10

Value: 3.6

Growth: 4.8

Quality: 7.8

Yield: 0.0

Momentum: 8.5

Volatility: 5.7

1-Year Total Return ->

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Stock-Card
Yext

A-Score: 4.3/10

Value: 2.4

Growth: 6.9

Quality: 5.9

Yield: 0.0

Momentum: 7.5

Volatility: 3.3

1-Year Total Return ->

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Stock-Card
Zuora

A-Score: 4.2/10

Value: 5.2

Growth: 4.3

Quality: 3.9

Yield: 0.0

Momentum: 6.5

Volatility: 5.3

1-Year Total Return ->

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Stock-Card
Appian

A-Score: 4.2/10

Value: 4.9

Growth: 6.4

Quality: 5.4

Yield: 0.0

Momentum: 4.0

Volatility: 4.3

1-Year Total Return ->

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Stock-Card
Synchronoss Technologies

A-Score: 3.3/10

Value: 8.4

Growth: 6.2

Quality: 3.2

Yield: 0.0

Momentum: 0.5

Volatility: 1.7

1-Year Total Return ->

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Stock-Card
AuthID

A-Score: 2.8/10

Value: 6.6

Growth: 4.7

Quality: 4.2

Yield: 0.0

Momentum: 0.5

Volatility: 0.7

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

10.02$

Current Price

10.02$

Potential

-0.00%

Expected Cash-Flows