Dropbox, Inc. (DBX) vs Zeta Global Holdings Corp. (ZETA)
Dropbox, Inc. and Zeta Global Holdings Corp. are both Software Infrastructure companies. Dropbox, Inc. and Zeta Global Holdings Corp. are of similar size ($7.4B and $7.1B). Zeta Global Holdings Corp. has negative trailing earnings, so its P/E is not meaningful; Dropbox, Inc. trades at 17.7×. Zeta Global Holdings Corp. grew revenue faster over the last twelve months: 35.9% against −0.05%. Dropbox, Inc. has the higher net margin (17.5% vs −0.14%) and the higher return on invested capital (271.8% vs 1.89%). Across the 19 metrics below, Dropbox, Inc. leads on 13 and Zeta Global Holdings Corp. on 6.
Valuation
Profitability
| Metric | DBX | ZETA | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 79.72% | 59.48% | 61.23% |
| Operating margin | 26.64% | 1.57% | 0.00% |
| Net margin | 17.49% | (0.14%) | 0.00% |
| Free cash flow margin | 37.68% | 12.86% | 1.67% |
| Return on equity | (25.35%) | (0.27%) | 0.59% |
| Return on assets | 15.80% | (0.17%) | 0.00% |
| Return on invested capital | 271.80% | 1.89% | 0.00% |
Growth
Health
Dividend
Size
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