Netskope Inc. (NTSK) vs Zeta Global Holdings Corp. (ZETA)

Netskope Inc. and Zeta Global Holdings Corp. are both Software Infrastructure companies. Netskope Inc. and Zeta Global Holdings Corp. are of similar size ($7.6B and $7.4B). Zeta Global Holdings Corp. has the higher net margin (−0.14% vs −91.8%) and the higher return on invested capital (1.89% vs 0.00%). Across the 16 metrics below, Zeta Global Holdings Corp. leads on 14 and Netskope Inc. on 2.

Valuation

Metric NTSK ZETA Software Infrastructure median
P/E n/m n/m 28.02
P/S 8.92 4.60 3.07
P/B 45.65 7.80 3.36
Price to free cash flow n/m 35.77 17.12
EV/EBITDA n/m 65.97 14.91
EV/Sales 8.46 4.53 3.03
Earnings yield (14.43%) (0.07%) 0.13%
Free cash flow yield (1.04%) 2.80% 1.15%

Profitability

Metric NTSK ZETA Software Infrastructure median
Gross margin 69.92% 59.48% 61.23%
Operating margin (94.66%) 1.57% 0.00%
Net margin (91.84%) (0.14%) 0.00%
Free cash flow margin (9.31%) 12.86% 1.67%
Return on equity 106.88% (0.27%) 0.59%
Return on assets (86.11%) (0.17%) 0.00%
Return on invested capital 0.00% 1.89% 0.00%

Growth

Metric NTSK ZETA Software Infrastructure median
Revenue growth (TTM) — 35.91% 13.41%
EPS growth (last fiscal year) 12.64% 63.16% —
Revenue growth, 5-year CAGR — 28.80% 15.81%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric NTSK ZETA Software Infrastructure median
Debt to equity 4.45 0.21 0.06
Current ratio 2.01 2.38 1.55
Net debt to EBITDA 0.79 (1.58) 0.08

Dividend

Metric NTSK ZETA Software Infrastructure median
Dividend yield — — 1.53%
Payout ratio — 0.00 0.00

Size

Metric NTSK ZETA Software Infrastructure median
Market cap 7.60b 7.41b 835.96m

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