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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and Zeta Global Holdings Corp. (ZETA). Click either name above to swap in a different company.
Zeta Global Holdings Corp. is the larger business by last-quarter revenue ($394.6M vs $233.0M, roughly 1.7× CSW INDUSTRIALS, INC.). CSW INDUSTRIALS, INC. runs the higher net margin — 4.4% vs 1.7%, a 2.7% gap on every dollar of revenue. On growth, Zeta Global Holdings Corp. posted the faster year-over-year revenue change (25.4% vs 20.3%). Zeta Global Holdings Corp. produced more free cash flow last quarter ($60.9M vs $22.7M). Over the past eight quarters, Zeta Global Holdings Corp.'s revenue compounded faster (42.3% CAGR vs 5.1%).
Zeta Global Holdings Corp. is an American marketing technology company which was founded in 2007. Zeta offers companies a suite of multichannel marketing tools focused on creating, maintaining, and monetizing customer relationships. The company went public on the New York Stock Exchange on June 10, 2021, at a US$1.7 billion valuation.
CSW vs ZETA — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $394.6M |
| Net Profit | $10.3M | $6.5M |
| Gross Margin | 39.7% | 59.5% |
| Operating Margin | 7.4% | 4.5% |
| Net Margin | 4.4% | 1.7% |
| Revenue YoY | 20.3% | 25.4% |
| Net Profit YoY | -61.9% | -57.1% |
| EPS (diluted) | $0.62 | $0.04 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $233.0M | $394.6M | ||
| Q3 25 | $277.0M | $337.2M | ||
| Q2 25 | $263.6M | $308.4M | ||
| Q1 25 | $230.5M | $264.4M | ||
| Q4 24 | $193.6M | $314.7M | ||
| Q3 24 | $227.9M | $268.3M | ||
| Q2 24 | $226.2M | $227.8M | ||
| Q1 24 | $210.9M | $194.9M |
| Q4 25 | $10.3M | $6.5M | ||
| Q3 25 | $40.7M | $-3.6M | ||
| Q2 25 | $40.9M | $-12.8M | ||
| Q1 25 | $35.1M | $-21.6M | ||
| Q4 24 | $26.9M | $15.2M | ||
| Q3 24 | $36.1M | $-17.4M | ||
| Q2 24 | $38.6M | $-28.1M | ||
| Q1 24 | $31.8M | $-39.6M |
| Q4 25 | 39.7% | 59.5% | ||
| Q3 25 | 43.0% | 60.5% | ||
| Q2 25 | 43.8% | 62.1% | ||
| Q1 25 | 44.2% | 60.9% | ||
| Q4 24 | 41.4% | 60.0% | ||
| Q3 24 | 45.6% | 60.6% | ||
| Q2 24 | 47.5% | 60.0% | ||
| Q1 24 | 44.4% | 60.6% |
| Q4 25 | 7.4% | 4.5% | ||
| Q3 25 | 20.5% | 2.6% | ||
| Q2 25 | 20.8% | -1.7% | ||
| Q1 25 | 19.5% | -6.1% | ||
| Q4 24 | 15.3% | 2.2% | ||
| Q3 24 | 22.6% | -4.6% | ||
| Q2 24 | 24.3% | -11.7% | ||
| Q1 24 | 21.0% | -18.4% |
| Q4 25 | 4.4% | 1.7% | ||
| Q3 25 | 14.7% | -1.1% | ||
| Q2 25 | 15.5% | -4.2% | ||
| Q1 25 | 15.2% | -8.2% | ||
| Q4 24 | 13.9% | 4.8% | ||
| Q3 24 | 15.8% | -6.5% | ||
| Q2 24 | 17.1% | -12.3% | ||
| Q1 24 | 15.1% | -20.3% |
| Q4 25 | $0.62 | $0.04 | ||
| Q3 25 | $2.41 | $-0.02 | ||
| Q2 25 | $2.43 | $-0.06 | ||
| Q1 25 | $2.05 | $-0.10 | ||
| Q4 24 | $1.60 | $0.10 | ||
| Q3 24 | $2.26 | $-0.09 | ||
| Q2 24 | $2.47 | $-0.16 | ||
| Q1 24 | $2.03 | $-0.23 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $40.2M | $319.8M |
| Total DebtLower is stronger | — | $197.1M |
| Stockholders' EquityBook value | $1.1B | $804.6M |
| Total Assets | $2.3B | $1.5B |
| Debt / EquityLower = less leverage | — | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | $319.8M | ||
| Q3 25 | $31.5M | $385.2M | ||
| Q2 25 | $38.0M | $365.3M | ||
| Q1 25 | $225.8M | $364.4M | ||
| Q4 24 | $213.8M | $366.2M | ||
| Q3 24 | $273.2M | $418.5M | ||
| Q2 24 | $18.9M | $154.7M | ||
| Q1 24 | $22.2M | $141.6M |
| Q4 25 | — | $197.1M | ||
| Q3 25 | — | $196.9M | ||
| Q2 25 | — | $196.7M | ||
| Q1 25 | $800.1M | $196.5M | ||
| Q4 24 | — | $196.3M | ||
| Q3 24 | — | $196.1M | ||
| Q2 24 | — | $184.4M | ||
| Q1 24 | $166.0M | $184.2M |
| Q4 25 | $1.1B | $804.6M | ||
| Q3 25 | $1.1B | $689.2M | ||
| Q2 25 | $1.1B | $673.3M | ||
| Q1 25 | $1.1B | $676.6M | ||
| Q4 24 | $1.0B | $676.8M | ||
| Q3 24 | $1.0B | $474.9M | ||
| Q2 24 | $650.2M | $217.0M | ||
| Q1 24 | $615.7M | $191.6M |
| Q4 25 | $2.3B | $1.5B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.4B | $1.1B | ||
| Q4 24 | $1.4B | $1.1B | ||
| Q3 24 | $1.4B | $869.1M | ||
| Q2 24 | $1.1B | $583.9M | ||
| Q1 24 | $1.0B | $550.3M |
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | 0.29× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | 0.75× | 0.29× | ||
| Q4 24 | — | 0.29× | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 0.85× | ||
| Q1 24 | 0.27× | 0.96× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $28.9M | $64.1M |
| Free Cash FlowOCF − Capex | $22.7M | $60.9M |
| FCF MarginFCF / Revenue | 9.8% | 15.4% |
| Capex IntensityCapex / Revenue | 2.6% | 0.8% |
| Cash ConversionOCF / Net Profit | 2.81× | 9.81× |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | $185.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $64.1M | ||
| Q3 25 | $61.8M | $57.9M | ||
| Q2 25 | $60.6M | $42.0M | ||
| Q1 25 | $27.3M | $34.8M | ||
| Q4 24 | $11.6M | $43.7M | ||
| Q3 24 | $66.8M | $34.4M | ||
| Q2 24 | $62.7M | $31.1M | ||
| Q1 24 | $22.4M | $24.7M |
| Q4 25 | $22.7M | $60.9M | ||
| Q3 25 | $58.7M | $52.4M | ||
| Q2 25 | $57.7M | $39.7M | ||
| Q1 25 | $22.8M | $32.1M | ||
| Q4 24 | $8.5M | $35.4M | ||
| Q3 24 | $61.3M | $29.5M | ||
| Q2 24 | $59.6M | $24.4M | ||
| Q1 24 | $17.5M | $18.9M |
| Q4 25 | 9.8% | 15.4% | ||
| Q3 25 | 21.2% | 15.6% | ||
| Q2 25 | 21.9% | 12.9% | ||
| Q1 25 | 9.9% | 12.1% | ||
| Q4 24 | 4.4% | 11.3% | ||
| Q3 24 | 26.9% | 11.0% | ||
| Q2 24 | 26.3% | 10.7% | ||
| Q1 24 | 8.3% | 9.7% |
| Q4 25 | 2.6% | 0.8% | ||
| Q3 25 | 1.1% | 1.6% | ||
| Q2 25 | 1.1% | 0.8% | ||
| Q1 25 | 2.0% | 1.0% | ||
| Q4 24 | 1.6% | 2.6% | ||
| Q3 24 | 2.4% | 1.8% | ||
| Q2 24 | 1.4% | 3.0% | ||
| Q1 24 | 2.3% | 3.0% |
| Q4 25 | 2.81× | 9.81× | ||
| Q3 25 | 1.52× | — | ||
| Q2 25 | 1.48× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 0.43× | 2.87× | ||
| Q3 24 | 1.85× | — | ||
| Q2 24 | 1.62× | — | ||
| Q1 24 | 0.71× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
ZETA
Segment breakdown not available.
