Client ExpansionZeta has signed several of its largest ever new clients in the last 60-90 days.
Competitive AdvantageZeta has a strong competitive advantage with its comprehensive front-office platform that spans data, data management, and customer engagement.
Growth OpportunitiesManagement had a bullish tone on the fundamentals, highlighting consistent demand and plenty of growth opportunities as brands look to modernize their legacy marketing tech stacks, drive more personalized engagement with customers, and incorporate AI into the marketing strategy.
ValuationZETA shares, at 2.5x EV/R and 11x EV/EBITDA on C2026E, are considered cheap relative to operating metrics, making it an attractive value idea.