ZEBRA TECHNOLOGIES CORP · General Industrial Machinery & Equipment

ZBRA

Low riskNext report: In 0 days (est.)

View price ↗

The short version

A profitable company with growing sales.

Going well

Sales up 20% in the latest quarter vs a year ago
Profitable
Brings in more cash than it spends

Money moves

No insider buying or selling in the last 30 days
Institutions added 4.7% to their holdings in the quarter ending June 2026 (307 bought, 344 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$383.96-0.7% that day

Company value: $18.2B; Share price times all shares
Price vs profit (P/E): 35.1x; You pay about $35 for each $1 of yearly profit
Price vs sales: 3.1x; Company value is 3.1 times a year of sales
Cash vs value: 1%; Cash as a share of company value
Debt vs value: 12%; Debt as a share of company value

From ZBRA's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jul '26

$1.6B+20% vs a year earlier

Sep '23Tap a barJul '26

Last 12 months: $5.8B, up 13% from the 12 months before. Over 5 years, sales grew about 3.9% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of ZBRA. Starting points are the company's recent numbers.

Sales growth+13% a yearRecently: +13% a yearProfit margin9%Last 12 months: 9.2%P/E at the end35xToday: 35.1x. Many steady companies trade at 12x to 25xShare count change-1% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$10.8B

Profit in 5 years$970M

Price these guesses point to$754.22+96% vs $383.96 todayAbout +14% a year, before dividends

What today's price needs: with a 9% margin and a 35x P/E, sales could shrink about 1.3% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/7Mixed

MissReturn on equity 15%+Earns a lot on the money owners have in the business.11.7%
MissDebt under half of equityNot relying on borrowed money.0.61x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.7.8%
MissProfitable every yearSteady profits, not one good year.9 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$831.0M
PassShare count not growingNot diluting owners. Falling means buybacks.-2.6% in 3 years
PassGross margin 40%+Pricing power: sells for well above what it costs to make.48.1%

Revenue: $5.4B; +8.3% vs prior year
5-year growth: +3.9%/yr; revenue, per year
Total debt: $2.2B; 0.61x equity
Current ratio: 0.97x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.