Added to YB: 2026-02-27
Pitch date: 2026-02-25
ZETA [neutral]
Zeta Global Holdings Corp.
+0.67%
current return
Author Info
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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
$17.94
Price Target
N/A
Dividend
N/A
EV/EBITDA
40.20
P/E
-128.16
EV/Sales
3.11
Sector
Software
Category
growth
Zeta Q4 2025 Snapshot
ZETA (earnings): Q4 rev $394.6M (+25% YoY), 18th beat & raise. FY26 guide lifted to $1.755B (+35% YoY). Op margin +470bps to 8%, EBITDA margin 13% (+430bps). FCF $60.9M (15% margin), FY26 FCF guide $231M (+40%). NRR hit record 120%. Super-scaled customers +24%, now ~90% rev. Trades 2.8x EV/Sales, ~21x fwd PE. Risk: GAAP net income only $6.5M, EPS -40% YoY to $0.03.
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