Qualys, Inc. (QLYS) vs Zeta Global Holdings Corp. (ZETA)

Qualys, Inc. and Zeta Global Holdings Corp. are both Software Infrastructure companies. Zeta Global Holdings Corp. is the larger, with a market value of $7.4B against $6.3B — 1.2× the size. Zeta Global Holdings Corp. has negative trailing earnings, so its P/E is not meaningful; Qualys, Inc. trades at 29.7×. Zeta Global Holdings Corp. grew revenue faster over the last twelve months: 35.9% against 10.4%. Qualys, Inc. has the higher net margin (29.4% vs −0.14%) and the higher return on invested capital (111.1% vs 1.89%). Across the 21 metrics below, Qualys, Inc. leads on 14 and Zeta Global Holdings Corp. on 7.