GTMZoomInfo Technologies Inc.

Services-Prepackaged Software

Revenue: $1.2B; 2.9% YoY
Operating margin: 18.1%; 125% YoY
EBITDA: $256M; 108% YoY
Market cap: $1.3B
Employees: 3,180; $393K revenue each
Net debt / EBITDA: 4.4×; $1.1B net debt
AI in 10-K: 11.2; mentions per 10K words

Takeover score 3 of 13

Fixable underperformance 1 of 7

TSR below peersNo
—
3+ of last 5 years
High CEO pay despite TSRNo
—
Median CEO pay ≥ $15M while TSR trails
Earnings not backed by cashNo
375% of net income
Cash flow under 80% of net income
Dilutive SBCNo
9% of revenue
Over 10% of revenue
Payouts exceed cash flowNo
88% of cash flow
Buybacks + dividends over cash flow
Goodwill-heavyNo
18% of assets
Over 40% of assets
Shareholder dissentYes
69% lowest support
Any vote under 80% support

Buyer economics 1 of 4

Low revenue per employeeNo
$393K · 40th pct
Bottom quartile of its SIC industry
Quiet on AINo
11.2 per 10K words · 94th pct
Bottom quartile of AI mentions in 10-Ks
Net cashNo
4.4× EBITDA net debt
More cash than debt, positive EBITDA
Buyout-sizedYes
$1.3B market cap
Market cap $500M–$5B

Catalysts 1 of 2

Active 13DYes
2 filings
Active-intent 13D in 18 months
Net insider sellingNo
−$832K net
Net sales over $10M in 12 months

Financials

Metric	FY2021	FY2022	FY2023	FY2024	FY2025	YoY	Trend
Revenue	$747M	$1.1B	$1.2B	$1.2B	$1.2B	2.9%
Operating income	$113M	$176M	$260M	$97M	$226M	132%
Net income	$117M	$63M	$107M	$29M	$124M	327%
Operating cash flow	$299M	$417M	$435M	$369M	$465M	26%
Capex	$24M	$29M	$27M	$65M	$76M	17%
Stock-based comp	$93M	$192M	$168M	$138M	$116M	16%
Buybacks	$0	$0	$400M	$566M	$411M	27%

Deal filings

None.

13D filers

Filed	Filer	Form	Stake	Intent
Jun 16, 2026	HighSage Ventures LLC	SCHEDULE 13D/A	11.8%	Passive
Feb 18, 2026	HighSage Ventures LLC	SCHEDULE 13D/A	11.4%	Active
Aug 21, 2025	HighSage Ventures LLC	SCHEDULE 13D	9.2%	Active

Insider trading

Open-market buys, 12 mo: $99K · 1
Open-market sells, 12 mo: $931K · 23
Net: −$832K

Pay vs performance

No pay-versus-performance disclosure yet.