Added to YB: 2026-02-18
Pitch date: 2026-02-14
ZETA [bullish]
Zeta Global Holdings Corp.
+3.43%
current return
Author Info
Lorenzo's 2 cents shares analyses of tech companies. 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
$3.8B
Pitch Price
$15.16
Price Target
N/A
Dividend
N/A
EV/EBITDA
62.04
P/E
-141.34
EV/Sales
2.96
Sector
Software
Category
growth
$ZETA: Winning a Negative-Sum Game
ZETA: Winning negative-sum marketing game by locking up scarce first-party data. 17 M&As in 17 yrs (LiveIntent, Marigold) build identity graph w/ 92-94% match rates vs 70-75% industry std. 6x client ROI creates flywheel: more data→better outcomes→more clients→starves competitors of learning loops. Hard to replicate platform combining deterministic infrastructure + contextual AI. Each enterprise win denies rivals premium data access.
Read full article (6 min)