SailPoint, Inc. (SAIL) vs Zeta Global Holdings Corp. (ZETA)
- SailPoint, Inc. SAIL 20.79 +1.02%
- Zeta Global Holdings Corp. ZETA 36.65 −1.66%
SailPoint, Inc. and Zeta Global Holdings Corp. are both Software Infrastructure companies. SailPoint, Inc. is the larger, with a market value of $11.8B against $9.4B — 1.3× the size. SailPoint, Inc. has negative trailing earnings, so its P/E is not meaningful; Zeta Global Holdings Corp. trades at 238×. Zeta Global Holdings Corp. grew revenue faster over the last twelve months: 41.0% against 20.1%. Zeta Global Holdings Corp. has the higher net margin (2.30% vs −16.9%) and the higher return on invested capital (4.29% vs −2.10%). Across the 19 metrics below, Zeta Global Holdings Corp. leads on 14 and SailPoint, Inc. on 5.
Valuation
Profitability
| Metric | SAIL | ZETA | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 66.22% | 59.51% | 59.23% |
| Operating margin | (18.92%) | 3.58% | 0.00% |
| Net margin | (16.92%) | 2.30% | 0.00% |
| Free cash flow margin | 13.70% | 13.67% | 0.00% |
| Return on equity | (2.88%) | 4.71% | 0.00% |
| Return on assets | (2.62%) | 2.86% | 0.00% |
| Return on invested capital | (2.10%) | 4.29% | 0.00% |
Growth
Health
Dividend
Size
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