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Zeta Global Holdings Corp. ZETA R2K

Technology · Software - Infrastructure · United States
https://www.zetaglobal.com
Company Profile ↓
$22.53
+59.34% 1Y
Mkt Cap$5.08B
P/E-225.30
P/B6.62
52W High$25.25
52W Low$14.04
Book Value$3.29
EPS (TTM)$-0.10

Company Overview

Zeta Global Holdings Corp. operates an omnichannel data-driven cloud platform that provides enterprises with consumer intelligence and marketing automation software in the United States and internationally. The company operates Zeta Marketing platform, a single platform designed to enable enterprises to acquire, grow, and retain consumer relationships more efficiently and effectively than alternative solutions. It also provides Zeta Messaging, an email service provider, offering end-to-end AI-powered omnichannel messaging capabilities, as well as integrated data management, enterprise-scale delivery and support, and sophisticated omnichannel orchestration. In addition, the company offers Zeta Consumer Data platform (CDP+), a system of record for all consumer information, delivers a single, actionable view of customers and prospects that include real-time identifiers and signals, as well as other key attributes; and Zeta's DSP helps customers to maximize the power of paid media to engage the right audiences with precision and efficiency, as well as delivers experiences via desktop, inbox, mobile, CTV and social, and others. Further, it operates Athena by Zeta, an interface to Zeta's AI-native infrastructure layer and intends to power all intelligent decisioning, automation, and user interaction; and Zeta Answers that synthesize trillions of behavioral signals into intent-based scores tied to a unique individual. The company has a strategic partnership with Palantir Technologies Inc. for the development of enterprise AI infrastructure layer that connects operational intelligence, customer intelligence, and marketing execution. The company was incorporated in 2007 and is headquartered in New York, New York.

Why Investors Should Care

Consistent Profit Growth

Net profit has compounded at 29.6% per year over the last five years.

Steady Revenue Expansion

Revenue has grown at a 30.2% CAGR over the past five years.

Conservative Balance Sheet

Carries low leverage with a debt-to-equity ratio of 0.25.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $1.30B (+29.7% YoY); net profit $-31.51M.
  • Trailing 12 Months Year-on-year growth — revenue +49.9%.
  • 5-Year Trend Long-term compounding — revenue CAGR 30.2%, profit CAGR 29.6%.

Growth & Price Performance

Compounded Sales Growth

5 Years:30.21%
1 Year:49.90%

Compounded Profit Growth

5 Years:29.57%
1 Year:-

Stock Price Performance

1 Year:+59.34%
6 Months:-7.66%
3 Months:+44.15%
1 Month:+12.31%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 76% of range
$14.04 $25.25
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)62.78 · Neutral
Price Performance
1M+12.31%
3M+44.15%
6M-7.66%
1Y+59.34%

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Compounding revenue at 30.2% over 5 years.
  • Profit CAGR of 29.6% over 5 years.
  • Generates positive free cash flow.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
-225.30
Industry PE
36.02
Forward P/E
19.56
PEG Ratio
0.77
Book Value
$3.29
Price to Book
6.62
P/S
3.78
EV/EBITDA
57.41
Dividend Yield
0.00%

Growth (CAGR)

Revenue 5Y
30.21%
Profit 5Y
29.57%
Revenue (YoY)
49.90%
Earnings (YoY)
-

Profitability & Returns

ROCE
-3.05%
ROE
-2.97%
ROA
1.55%
Profit Margin
-1.61%
Op Margin
-2.63%
Gross Margin
60.15%
EPS (Latest Qtr)
$-0.05
EPS (TTM)
$-0.10

Balance Sheet & Liquidity

Debt/Equity
0.25
Quick Ratio
1.94
Current Ratio
2.07
Debt
$218.61M
Total Assets
$1.45B
Current Assets
$649.31M
Working Capital
$256.30M

Ownership

Promoter Holding
1.86%
Chg in Prom Hold
-0.00%
FII / Inst Holding
83.80%
Chg in FII Hold
-0.14%

Financial Snapshot

Enterprise Value
$5.08B
Total Revenue (TTM)
$1.44B
EBITDA
$88.66M
Free Cash Flow
$254.79M
Operating Cash Flow
$213.84M
Shares Outstanding
225.62M
Gross Margin
60.15%
Payout Ratio
0.00%

Peer comparison

Peer companies in the same sector (Technology).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 ZETA Zeta Global Holdings Corp. R2K 22.53 -225.30 $5.08B 0.00% -3.05% -2.97% 30.21% 29.57%
2 NVDA NVIDIA Corporation NDXSPXAI 211.80 32.43 $5.13T 0.49% 74.66% 114.29% 24.64% 32.12%
3 AAPL Apple Inc. NDXSPX 314.86 38.07 $4.62T 0.37% 68.72% 141.47% 1.81% 3.92%
4 MSFT Microsoft Corporation NDXSPXAI 384.93 22.91 $2.86T 0.93% 26.90% 34.01% 9.48% 10.85%
5 TSM Taiwan Semiconductor Manufacturing Company Limited AI 420.39 36.18 $2.18T 0.90% 30.20% 36.21% 18.94% 19.57%
6 AVGO Broadcom Inc. NDXSPXAI 389.11 64.85 $1.85T 0.68% 16.70% 37.28% 24.38% 26.24%
7 MU Micron Technology, Inc. NDXSPXAI 983.12 46.37 $1.11T 0.06% 13.69% 39.82% 13.68% 26.02%
8 AMD Advanced Micro Devices, Inc. NDXSPXAI 548.13 181.50 $893.78B 0.00% 6.33% 8.06% 13.64% 48.64%
9 ASML ASML Holding N.V. NDXAI 1,775.64 59.55 $684.36B 0.47% 42.97% 52.24% 15.55% 19.55%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Mar 2020Jun 2020Sep 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue -77.13M95.28M101.46M106.90M115.13M126.27M137.30M152.25M157.60M171.82M188.98M194.95M227.84M268.30M-264.42M308.44M337.17M394.64M396.30M
Cost of Revenue ----------------103.49M116.99M133.22M159.89M162.45M
Gross Profit ----------------160.93M191.45M203.94M234.75M233.86M
Operating Expenses ----------------173.89M196.56M188.71M203.11M244.28M
Operating Income --6.65M633.00K1.89M-122.28M-66.86M-68.06M-77.09M-66.17M-52.45M-46.22M-37.17M-35.87M-26.58M-12.38M--12.96M-5.11M15.23M31.64M-10.42M
EBITDA -----------------1.94M5.95M32.42M-10.13M8.47M
Interest Expense ---------------17.00K331.00K166.00K--761.00K
Pretax Income -----------------19.96M-11.62M-2.79M1.28M-15.82M
Tax Provision ----------------1.64M1.19M840.00K-5.25M-2.58M
Net Income -16.38M-15.05M-13.00M-24.37M-94.92M-69.13M-72.04M-86.01M-69.44M-56.95M-52.16M-43.09M-39.57M-28.07M-17.38M--21.60M-12.81M-3.63M6.54M-13.25M
Diluted EPS --0.58-0.51-0.86-1.92-0.53-0.54-0.63-0.49-0.38-0.34-0.27-0.23-0.16-0.09--0.10-0.05-0.020.03-0.05
R&D Expense -8.16M6.91M9.78M26.50M14.00M17.23M18.04M16.95M18.52M17.34M18.06M19.99M23.61M22.81M-26.80M30.59M29.81M-44.95M

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 306.05M368.12M-590.96M728.72M1.01B1.30B
Cost of Revenue ---215.47M274.48M399.55M513.59M
Gross Profit ---375.50M454.24M606.20M791.08M
Operating Expenses ---634.18M618.88M665.89M762.28M
Operating Income -17.53M-8.07M--258.69M-164.64M-59.69M28.80M
EBITDA ----221.55M-124.36M-11.70M39.32M
Interest Expense ---7.30M10.94M7.15M371.00K
Pretax Income ----280.73M-186.44M-74.95M-33.09M
Tax Provision ----1.49M1.04M-5.18M-1.58M
Net Income -38.47M-53.23M--279.24M-187.48M-69.77M-31.51M
Diluted EPS -1.77-2.23--2.01-1.20-0.38-0.13
R&D Expense 28.68M31.77M64.47M69.45M73.87M90.68M117.17M

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --286.29M-466.50M550.71M1.11B1.50B
Current Assets ----236.45M309.75M616.54M685.78M
Cash & Equivalents --50.73M-121.11M131.73M366.16M319.76M
Inventory --------
Receivables ----106.32M170.13M235.23M322.39M
Total Liabilities --371.30M-338.47M370.19M434.57M698.93M
Current Liabilities --103.98M-128.71M176.38M199.34M429.48M
Long Term Debt --189.69M-183.95M184.15M196.29M197.08M
Total Debt ----183.95M184.15M196.29M197.08M
Total Equity -170.43M-186.33M-239.22M-128.03M180.52M676.80M804.59M
Shares Outstanding ----207.37M217.69M237.27M244.82M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 30.60M35.54M-78.49M90.52M133.86M198.90M
Investing Cash Flow -61.66M-25.21M--48.45M-54.22M-97.59M-124.21M
Financing Cash Flow 28.03M2.78M--12.62M-25.65M197.92M-120.82M
Capital Expenditure -3.30M-2.25M--39.24M-35.97M-41.77M-33.91M
Free Cash Flow 27.30M33.29M-39.25M54.55M92.09M164.99M
Net Change in Cash ---17.42M10.66M234.20M-46.13M

Ratios (Annual)

Figures in %.

Metric Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % ---63.5%62.3%60.3%60.6%
Operating Margin % -5.7%-2.2%--43.8%-22.6%-5.9%2.2%
Net Margin % -12.6%-14.5%--47.3%-25.7%-6.9%-2.4%
ROE % 20.6%22.2%--218.1%-103.9%-10.3%-3.9%
ROCE % --4.4%--76.6%-44.0%-6.5%2.7%

Shareholding Pattern

Insiders
1.86%
Institutions
83.80%
Public Float
85.39%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 7.97% 17.98M $391.41M
2 Vanguard Portfolio Management LLC 5.70% 12.87M $280.13M
3 Greenvale Capital, LLP 4.61% 10.40M $226.36M
4 Vanguard Capital Management LLC 3.99% 9.00M $195.79M
5 Capital World Investors 3.57% 8.06M $175.40M
6 Disciplined Growth Investors, Inc. 2.73% 6.15M $133.93M
7 Neuberger Berman Group, LLC 2.60% 5.87M $127.77M
8 Goldman Sachs Group Inc 2.43% 5.49M $119.41M
9 Geode Capital Management, LLC 2.28% 5.14M $111.88M
10 Contour Asset Management LLC 2.24% 5.06M $110.18M

Analyst View

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Latest News

Recent headlines for ZETA

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ZETA — Frequently Asked Questions

What is the current share price of Zeta Global Holdings Corp. (ZETA)?

As of 2026-07-14 21:23 PDT, Zeta Global Holdings Corp. (ZETA) trades at $22.53 on NYSE. Its 52-week range is $14.04 to $25.25.

What is the market capitalisation of ZETA?

Zeta Global Holdings Corp. (ZETA) has a market capitalisation of $5.08B on NYSE.

What is the P/E ratio of ZETA?

ZETA trades at a trailing price-to-earnings (P/E) ratio of -225.30. The industry average P/E is 36.02. Its price-to-book (P/B) ratio is 6.62.

What is the return on equity (ROE) of ZETA?

ZETA has a return on equity (ROE) of -2.97%. Its return on capital employed (ROCE) is -3.05%.

Is ZETA a good stock to buy?

This page provides a data-driven analysis of Zeta Global Holdings Corp. (ZETA), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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