Zeta Global Holdings

ZETA

Software - Application · Technology

Winston Score

Winston is serious

Mixed quality — meaningful strengths and weaknesses.

Data as of Aug 23, 2026 · filings through Jun 30, 2026

How the score breaks down

Quality

Mixed

Growth

Strong

Cash Flow

Mixed

Stability

Exceptional

Valuation

Data not available

Track this stock — start free trial

Winston Score History

The full picture

Zeta Global is a marketing technology company that helps businesses find and reach customers using data and artificial intelligence. Its main product is a cloud-based platform called the Zeta Marketing Platform, which collects data about consumers and uses it to send targeted ads and messages across email, mobile, and the web. The company serves large brands in industries like financial services, insurance, retail, and automotive.

Zeta makes money by charging clients based on how much data and how many messages they use through its platform, a model it calls "scaled" usage. It operates primarily in the United States and had roughly $900 million in revenue in 2024, competing against larger players like Salesforce and Adobe. The company owns a large proprietary consumer data set of over 200 million profiles, which it considers a key competitive advantage, but its very thin operating margin means it has little room for error if growth slows or costs rise.

Growth Profile

For growth stock investors

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+43.5% YoY

YoY Growth Rate

Revenue accelerating

EPS Growth

+168.0% YoY

YoY Growth Rate

EPS growth accelerating

Insider Activity

2.4%ownership

→ Flat

Insider ownership roughly steady over the past year

Cash Position

Cash flow positive

$310M cash & investments

Quarterly Free Cash Flow

↑ Burn rate improving

Company generates more cash than it spends — no dilution risk from fundraising

Revenue accelerating

Zeta Global Holdings grew revenue 44% year-over-year and the growth rate is speeding up. That's the kind of momentum growth investors look for — the question is whether margins can follow.

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

Each metric is explained in plain language so you know exactly what you're looking at. Start your free trial now.

Quality

Profit per sale

Gross Margin

59.1%

Premium pricing power — 59.1% gross margin

Profit after running costs

Operating Margin

3.8%

Thin — 3.8% operating margin

Return on the money invested

ROCE

2.7%

Weak — 2.7% return on capital

ROIC between 0% and 5%. They earn a few cents back per dollar invested in the business.

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Growth

Sales growth

Sales YoY

+35.9%

Fast-growing sales (+35.9% YoY)

Profit growth

EPS YoY

N/A

Data not available

How steady the profit is

EPS Consistency

7/8 quarters

Every recent quarter grew earnings vs last year

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Cash Flow

Profit that turns into cash

Cash Conversion

N/A

Data not available

Spare cash per sale

FCF Margin

14.3%

Converts sales into free cash efficiently (14.3%)

FCF margin between 10% and 20%. Every $100 in sales becomes $10 to $20 in real cash.

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Stability

What it owes vs what it owns

Debt / Equity

0.21

Conservative — low debt load (0.21)

Covers its interest

Interest Cover

17.48x

Comfortably covers interest (17.5x)

Interest coverage above 8. Profits cover interest many times over.

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Valuation

Price vs profit

P/E Ratio (TTM)

N/A

no trend

Data not available

Cheaper or dearer next year

P/E vs Forward

N/A

not available

Data not available

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Dividends

Not applicable for this business.

🔒 See full fundamentals and if they are improving or declining — click here for your free trial now.

Start free trial