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Added to YB: 2025-08-06

Pitch date: 2025-08-05

ZETA [neutral]

Zeta Global Holdings Corp.

+0.05%

current return

Author Info

MVC Investing is a long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Sign up for the newsletter.

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

$18.55

Price Target

N/A

Dividend

N/A

EV/EBITDA

68.07

P/E

-157.89

EV/Sales

3.25

Sector

Software

Category

growth

Show full summary:
Three Small Caps I’m Watching (Part 2/3): Zeta Global

ZETA (watchlist): Marketing tech co w/ integrated cloud platform combining AI, 245M-person data cloud & omnichannel tools. Replacing cookies w/ 1st-party data. 36% YoY Q1 rev ($264M), 53% EBITDA growth, 10.7% FCF margin. 548 scaled customers (+19% YoY) spending 3x more after 3yrs. Targeting $2.1B rev by 2028 (20% CAGR). Risks: competition, economic sensitivity, past short report.

Read full article (10 min)