Added to YB: 2025-07-23
Pitch date: 2025-07-22
ZETA [neutral]
Zeta Global Holdings Corp.
+17.1%
current return
Author Info
Company Info
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.
Market Cap
$4.2B
Pitch Price
$15.85
Price Target
N/A
Dividend
N/A
EV/EBITDA
68.07
P/E
-157.89
EV/Sales
3.25
Sector
Software
Category
growth
Zeta: Singularity Scaler or Smoke Machine?
ZETA: 2x sales for AI-native marketing platform with 15 straight guidance beats. Architecture enables faster execution than legacy systems. Gross margins rising; resilient during ad downturns. 44% of Fortune 500 clients, but CEO's past raises red flags around potential revenue inflation. Strong cash position ($364M vs $207M debt). Customer growth compelling if allegations prove false. Passing due to management concerns.
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