Zeta Global Holdings Corp. (ZETA) on Decifer

Why it ranks here

• Its returns on invested money are modest, around 0% and those returns have been improving.
• Revenue is growing about 30% a year and profits grew 63% over the past year.
• It keeps a high share of every sale as profit, and that has stayed steady over the years, a sign of real pricing power, with profitability widening as it grows.
• It is riding an active market tailwind and has the balance sheet to fund its growth.
• It keeps issuing a lot of new shares, which dilutes its owners and it returns cash to shareholders.
• Our durability check found pressure on this name, which costs it a few points.

The current read

The evidence on ZETA lines up on the supportive side: the intelligence feed flags this name as connected to what is moving markets now. The independent signals we track are telling the same story.

Themes

• Cybersecurity: Zeta Global uses AI to power its marketing data platform. AI-driven customer intelligence and campaign personalisation are embedded in its revenue model. This is an indirect AI beneficiary — not a compute/infrastructure play but an AI-enabled software platform.

Read the full ZETA research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.