Qualys, Inc. (QLYS) vs Zeta Global Holdings Corp. (ZETA)
- Qualys, Inc. QLYS 180.89 −6.10%
- Zeta Global Holdings Corp. ZETA 31.68 −5.57%
Qualys, Inc. and Zeta Global Holdings Corp. are both Software Infrastructure companies. Zeta Global Holdings Corp. is the larger, with a market value of $8.4B against $6.7B — 1.3× the size. Zeta Global Holdings Corp. has negative trailing earnings, so its P/E is not meaningful; Qualys, Inc. trades at 31.2×. 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.
Valuation
Profitability
| Metric | QLYS | ZETA | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 83.33% | 59.48% | 61.00% |
| Operating margin | 34.36% | 1.57% | 0.00% |
| Net margin | 29.38% | (0.14%) | 0.00% |
| Free cash flow margin | 44.66% | 12.86% | 1.67% |
| Return on equity | 38.59% | (0.27%) | 0.60% |
| Return on assets | 19.92% | (0.17%) | 0.00% |
| Return on invested capital | 111.08% | 1.89% | 0.00% |
Growth
Health
Dividend
Size
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