NYSE · ZETA
Zeta Global Holdings Corp.
Technology · Software - Application
$33.98▲ 1.37% ($0.46)at close
After hours$33.86▼ 0.35%7:59 PM ET
Market cap
$8.50B
P/E
N/M
EPS (TTM)
-$0.01
Valuation
Revenue & margin DCF
Verdict: expensive. Price above all scenarios.
The price needs 27.2% revenue growth a year for 10 years. Our scenarios assume 13.4–23.2%.
That's about its past 4-year pace of 29.9%.
Value per share
Base case
$18.86
Price used $33.98 is 1.8× this
USD · TTM ending Jun 30, 2026 · Price Oct 23, 8:00 PM UTC
Revenue each value needs
Revenue today $1.6B. The price needs $17.4B by 2036. Base case: $8.7B. At its recent pace: $21.5B. Bear to Bull: $5.5B to $12.7B.
Revenue today $1.6B. The price needs $17.4B by 2036. Base case: $8.7B. At its recent pace: $21.5B. Bear to Bull: $5.5B to $12.7B.
Revenue in 2036
today $1.6B
+$8.7Bmore than the Base case · 2.0×
Value per share · Base case
$18.86
Price $33.98
1.8× this
- 10-yr revenue CAGR
- 18.6%
- Ending operating margin
- 5.1%
- Discount rate
- 10.6%
USD · TTM ending Jun 30, 2026 · Price Oct 23, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 81.81% over the last year. Revenue grew 35.91% over the trailing twelve months. Operating margin moved from -1.32% to 1.91%. Free cash flow grew 59.19% over the trailing twelve months.
What the market seems to be pricing
The stock is trading toward the richer end of its historical P/FCF range (62nd percentile) while business metrics are improving. More of the upside is already embedded in the multiple now.
What would invalidate this read
Operating margin is at 1.91% — continued expansion would be needed to justify the premium. Revenue growth of 35.91% is encouraging, but any deceleration puts the stretched multiple at risk. This read changes if revenue, margins, and cash flow continue to improve faster than expected — in that case the richer multiple could still prove conservative.
Return analysis
Company profile
Zeta Global Holdings Corp. provides a sophisticated, data-driven cloud platform globally, empowering enterprises with advanced consumer intelligence and automated marketing software.
Market multiples
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Analyst consensus
14
Buy
3
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Actuals vs estimates by quarter, or any quarter against the same one a year earlier.
Next report
Nov 3, 2026
Q3 FY26 · EPS est $0.28 · Revenue est $470.9M
Same quarter, year over year
FY26 YTD +66.7%Each cell vs the same quarter a year earlier (the cell below) · Q1–Q2 combined $0.35 vs $0.21 · all 2 quarters up
Q1
Q2
Q3
Q4
FY total
FY26
—
—
FY25
FY24
FY23
—
—
—
Fiscal year totals
- FY25
- $0.71
- +34.0%
- FY24
- $0.53
- —
n/m: last year’s figure was zero, a loss or too small to compare against
Q2 FY26
Reported Aug 4, 2026 · Latest
HoverTap a cell to inspect
Actual
$0.21
Estimate
$0.20
Year over year
+50.0%
Vs prior quarter
+50.0%
Institutional Sentiment
Zeta Global Holdings Corp. · ZETA
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.