Zebra Technologies Corp. - Ordinary Shares - Class A

Zebra Technologies Corp. - Ordinary Shares - Class A

ZBRA

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Market Cap$11.24B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Zebra Technologies Corp. - Ordinary Shares - Class AZebra Technologies Corp. - Ordinary Shares - Class A28.4-12%2.20.9

Earnings Call Q3 2024

October 29, 2024 - AI Summary

**Strong Financial Performance**: Zebra Technologies reported Q3 sales of nearly $1.3 billion, reflecting a robust 31% year-over-year increase. Non-GAAP diluted earnings per share surged to $3.49, marking a more than 300% year-over-year increase, alongside an adjusted EBITDA margin of 21.4%, up by 980 basis points compared to the prior year.
**Broad Demand Recovery**: The company noted a broadening recovery across various end markets, with double-digit growth in key areas including mobile computing, data capture, and printing. Notably, sectors like retail and healthcare showed significant improvement, contributing to the overall sales increase.
**Optimistic Outlook**: Zebra raised its full-year outlook for sales and profitability, now projecting Q4 sales growth between 28% to 31%. The anticipated full-year non-GAAP diluted earnings per share range is approximately $13.30 to $13.50. The company expects significant free cash flow of at least $850 million for the year, signaling strong operational health.

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$304.00

Target Price by Analysts

27.9% upsideZebra Technologies Target Price DetailsTarget Price
$113.62

Current Fair Value

52.2% downside

Overvalued by 52.2% based on the discounted cash flow analysis.

Share Statistics

Market cap$11.24 Billion
Enterprise Value$14.39 Billion
Dividend Yield$- (-)
Earnings per Share$8.24
Beta1.63
Outstanding Shares50,359,712

Return

Return on Equity12.05%ROE
Return on Assets5.02%
Return on Invested Capital10.96%

Valuation & Multiples

P/E Ratio28.43P/E Ratio
PEG-3866.53PEG
Price to Sales2.16Price to Sales
Price to Book Ratio3.5Price to Book Ratio
Enterprise Value to Revenue2.58
Enterprise Value to EBIT19.99
Enterprise Value to Net Income34
Total Debt to Enterprise0.23
Debt to Equity0.94Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 12, 2026
EPS Estimate
$4.21
Average shareholder expectation
Revenue Estimate
$1.48 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 4, 2026
EPS Estimate
$4.35
Average shareholder expectation
Revenue Estimate
$1.50 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.6717 48.09%
Total Calls148,800 215.25%
Total Puts99,942 83.72%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %92.98% 2.46%
Total Invested$9.77B 13.35%
Investors Holding650 71.00%

ESG Score

No data

About Zebra Technologies Corp.

7,400 employees
CEO: Anders Gustafsson

Zebra empowers the front line in retail/ecommerce, manufacturing, transportation and logistics, healthcare, public sector and other industries to achieve a performance edge. With more than 10,000 partners across 100 countries, Zebra deli...

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the critical revenue estimates for all tax legislation, directly influencing corporate tax structures, investment incentives, and the overall tax burden for Zebra Technologies and its clients.

Finance

This committee controls taxation and trade policy, directly impacting Zebra Technologies' profitability, global supply chain costs (tariffs), and overall corporate valuation. It also influences key client sectors like healthcare (Medicare).

Appropriations

This committee directly allocates federal spending, determining the budgets for various government agencies and departments that are current or potential public sector clients for Zebra Technologies, thus directly influencing contract opportunities.

Health, Education, Labor, and Pensions

This committee directly influences Zebra's healthcare sector clients through regulations impacting patient care and medical devices, and affects its own operations and clients' labor costs through labor law oversight.

Judiciary

This committee's oversight of antitrust laws, intellectual property rights, and M&A activity directly impacts Zebra Technologies' competitive landscape, strategic acquisitions, and the protection of its patented technologies.

Commerce, Science, and Transportation

This committee's vast jurisdiction over interstate commerce, data privacy (FTC), and telecommunications directly impacts Zebra's connected solutions, data management products, and clients in transportation and logistics, as well as retail.