ZETA

Zeta Global Holdings Corp.

TMT, Software


Presented:01/18/2024
Price:$9.66
Cap:$2.07B
Current Price:$32.15
Cap:$7.40B

Presented

Date01/18/2024
Price$9.66
Market Cap$2.07B
Ent Value$1.38B
P/E RatioN/A
Book Value$0.70
Div Yield0%
Shares O/S214.28M
Ave Daily Vol1,448,103
Short Int6.77%

Current

Price$32.15
Market Cap$7.40B
Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web, chat, connected TV and video, among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Publicly traded companies mentioned herein: Adobe Inc (ADBE), Salesforce.com Inc (CRM), The Trade Desk Inc (TTD), Zeta Global Holdings Corp (ZETA)

Highlights

The presenter is long shares of Zeta Global (ZETA), due to its unique data assets, serving as a one-stop-shop for large enterprises looking to increase targeting and ROI across ad campaigns. ZETA’s compelling attributes include consistent customer growth, strong financial performance, and a track record of surpassing targets. He models higher than consensus EPS, and a continuation of a beat and raise story with 50%+ upside in the stock. 

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Idea Discussion

Commentor 1 - 2 weeks ago

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