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WEX Inc. (WEX) vs Zeta Global Holdings Corp. (ZETA)

WEX 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 $5.9B — 1.3× the size. Zeta Global Holdings Corp. has negative trailing earnings, so its P/E is not meaningful; WEX Inc. trades at 15.5×. Zeta Global Holdings Corp. grew revenue faster over the last twelve months: 35.9% against 9.75%. WEX Inc. has the higher net margin (14.0% vs −0.14%) and the lower return on invested capital (0.00% vs 1.89%). Across the 19 metrics below, WEX Inc. leads on 11 and Zeta Global Holdings Corp. on 8.

Valuation

Metric WEX ZETA Software Infrastructure median
P/E 15.49 n/m 24.52
P/S 2.15 4.87 2.78
P/B 5.37 8.26 2.84
Price to free cash flow n/m 37.91 18.22
EV/EBITDA 5.06 69.98 13.98
EV/Sales 1.93 4.80 2.92
Earnings yield 6.46% (0.06%) 0.00%
Free cash flow yield (5.65%) 2.64% 0.37%

Profitability

Metric WEX ZETA Software Infrastructure median
Gross margin 60.39% 59.48% 57.91%
Operating margin 26.61% 1.57% 0.00%
Net margin 14.04% (0.14%) 0.00%
Free cash flow margin (12.15%) 12.86% 0.00%
Return on equity 35.63% (0.27%) 0.00%
Return on assets 2.64% (0.17%) 0.00%
Return on invested capital 0.00% 1.89% 0.00%

Growth

Metric WEX ZETA Software Infrastructure median
Revenue growth (TTM) 9.75% 35.91% 14.42%
EPS growth (last fiscal year) 12.93% 63.16% 17.35%
Revenue growth, 5-year CAGR 11.27% 28.80% 16.15%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric WEX ZETA Software Infrastructure median
Debt to equity 3.00 0.21 0.02
Current ratio 1.03 2.38 1.53
Net debt to EBITDA (2.49) (1.58) 0.05

Dividend

Metric WEX ZETA Software Infrastructure median
Dividend yield — — 1.04%
Payout ratio — — 0.29

Size

Metric WEX ZETA Software Infrastructure median
Market cap 5.91b 7.40b 606.60m

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