ZACKSยท2025-09-26 01:01Group 1: Shopify - Shopify's platform gained significant traction during the pandemic as consumers shifted to online shopping, leading to continued popularity and growth [2] - The company's sales grew by 31% year-over-year in its latest period, achieving double-digit percentage YoY sales growth for ten consecutive periods [3] - The current Zacks Consensus EPS estimate for Shopify's fiscal year is $1.07, reflecting a 16% increase over the previous year [3] Group 2: Zoom Video Communications - Zoom's unified communications platform saw explosive sales growth during the pandemic, but has since leveled off significantly [5] - In its latest release, Zoom's sales grew nearly 5% year-over-year, with adjusted EPS of $1.53, a 10% increase from the previous year [6] - The current Zacks Consensus EPS estimate for Zoom's fiscal year is $3.60, indicating a nearly 40% increase over the last year [8] Group 3: Comparative Analysis - Shopify is recognized as the leader in performance and fundamentals post-pandemic, benefiting from the sustained trend of online shopping [9] - Zoom's shares have shown some recovery from lows, but the company requires a strong quarterly release to demonstrate meaningful sales growth [10]