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Side-by-side financial comparison of Dayforce (DAY) and Zeta Global Holdings Corp. (ZETA). Click either name above to swap in a different company.
Dayforce is the larger business by last-quarter revenue ($481.6M vs $394.6M, roughly 1.2× Zeta Global Holdings Corp.). Zeta Global Holdings Corp. runs the higher net margin — 1.7% vs -40.9%, a 42.5% gap on every dollar of revenue. On growth, Zeta Global Holdings Corp. posted the faster year-over-year revenue change (25.4% vs 9.5%). Over the past eight quarters, Zeta Global Holdings Corp.'s revenue compounded faster (42.3% CAGR vs 9.8%).
Dayforce, Inc., formerly Ceridian, is an American human resources software and services company.
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.
DAY vs ZETA — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $481.6M | $394.6M |
| Net Profit | $-196.8M | $6.5M |
| Gross Margin | — | 59.5% |
| Operating Margin | 6.3% | 4.5% |
| Net Margin | -40.9% | 1.7% |
| Revenue YoY | 9.5% | 25.4% |
| Net Profit YoY | -9940.0% | -57.1% |
| EPS (diluted) | $-1.23 | $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 | — | $394.6M | ||
| Q3 25 | $481.6M | $337.2M | ||
| Q2 25 | $464.7M | $308.4M | ||
| Q1 25 | $481.8M | $264.4M | ||
| Q4 24 | $465.2M | $314.7M | ||
| Q3 24 | $440.0M | $268.3M | ||
| Q2 24 | $423.3M | $227.8M | ||
| Q1 24 | $431.5M | $194.9M |
| Q4 25 | — | $6.5M | ||
| Q3 25 | $-196.8M | $-3.6M | ||
| Q2 25 | $21.3M | $-12.8M | ||
| Q1 25 | $14.9M | $-21.6M | ||
| Q4 24 | $10.8M | $15.2M | ||
| Q3 24 | $2.0M | $-17.4M | ||
| Q2 24 | $-1.8M | $-28.1M | ||
| Q1 24 | $7.1M | $-39.6M |
| Q4 25 | — | 59.5% | ||
| Q3 25 | — | 60.5% | ||
| Q2 25 | — | 62.1% | ||
| Q1 25 | — | 60.9% | ||
| Q4 24 | 47.0% | 60.0% | ||
| Q3 24 | 45.8% | 60.6% | ||
| Q2 24 | 44.1% | 60.0% | ||
| Q1 24 | 47.6% | 60.6% |
| Q4 25 | — | 4.5% | ||
| Q3 25 | 6.3% | 2.6% | ||
| Q2 25 | 9.1% | -1.7% | ||
| Q1 25 | 6.4% | -6.1% | ||
| Q4 24 | 6.1% | 2.2% | ||
| Q3 24 | 4.7% | -4.6% | ||
| Q2 24 | 3.3% | -11.7% | ||
| Q1 24 | 9.4% | -18.4% |
| Q4 25 | — | 1.7% | ||
| Q3 25 | -40.9% | -1.1% | ||
| Q2 25 | 4.6% | -4.2% | ||
| Q1 25 | 3.1% | -8.2% | ||
| Q4 24 | 2.3% | 4.8% | ||
| Q3 24 | 0.5% | -6.5% | ||
| Q2 24 | -0.4% | -12.3% | ||
| Q1 24 | 1.6% | -20.3% |
| Q4 25 | — | $0.04 | ||
| Q3 25 | $-1.23 | $-0.02 | ||
| Q2 25 | $0.13 | $-0.06 | ||
| Q1 25 | $0.09 | $-0.10 | ||
| Q4 24 | $0.07 | $0.10 | ||
| Q3 24 | $0.01 | $-0.09 | ||
| Q2 24 | $-0.01 | $-0.16 | ||
| Q1 24 | $0.04 | $-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 | $627.6M | $319.8M |
| Total DebtLower is stronger | $631.1M | $197.1M |
| Stockholders' EquityBook value | $2.7B | $804.6M |
| Total Assets | $8.7B | $1.5B |
| Debt / EquityLower = less leverage | 0.23× | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $319.8M | ||
| Q3 25 | $627.6M | $385.2M | ||
| Q2 25 | $625.2M | $365.3M | ||
| Q1 25 | $557.3M | $364.4M | ||
| Q4 24 | $579.7M | $366.2M | ||
| Q3 24 | $494.1M | $418.5M | ||
| Q2 24 | $465.4M | $154.7M | ||
| Q1 24 | $392.5M | $141.6M |
| Q4 25 | — | $197.1M | ||
| Q3 25 | $631.1M | $196.9M | ||
| Q2 25 | $631.8M | $196.7M | ||
| Q1 25 | $632.4M | $196.5M | ||
| Q4 24 | $1.2B | $196.3M | ||
| Q3 24 | $1.2B | $196.1M | ||
| Q2 24 | $1.2B | $184.4M | ||
| Q1 24 | $1.2B | $184.2M |
| Q4 25 | — | $804.6M | ||
| Q3 25 | $2.7B | $689.2M | ||
| Q2 25 | $2.7B | $673.3M | ||
| Q1 25 | $2.6B | $676.6M | ||
| Q4 24 | $2.5B | $676.8M | ||
| Q3 24 | $2.6B | $474.9M | ||
| Q2 24 | $2.5B | $217.0M | ||
| Q1 24 | $2.4B | $191.6M |
| Q4 25 | — | $1.5B | ||
| Q3 25 | $8.7B | $1.2B | ||
| Q2 25 | $8.5B | $1.1B | ||
| Q1 25 | $9.5B | $1.1B | ||
| Q4 24 | $9.1B | $1.1B | ||
| Q3 24 | $8.1B | $869.1M | ||
| Q2 24 | $9.0B | $583.9M | ||
| Q1 24 | $10.8B | $550.3M |
| Q4 25 | — | 0.24× | ||
| Q3 25 | 0.23× | 0.29× | ||
| Q2 25 | 0.23× | 0.29× | ||
| Q1 25 | 0.24× | 0.29× | ||
| Q4 24 | 0.47× | 0.29× | ||
| Q3 24 | 0.47× | 0.41× | ||
| Q2 24 | 0.49× | 0.85× | ||
| Q1 24 | 0.50× | 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 | $31.2M | $64.1M |
| Free Cash FlowOCF − Capex | — | $60.9M |
| FCF MarginFCF / Revenue | — | 15.4% |
| Capex IntensityCapex / Revenue | — | 0.8% |
| Cash ConversionOCF / Net Profit | — | 9.81× |
| TTM Free Cash FlowTrailing 4 quarters | — | $185.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $64.1M | ||
| Q3 25 | $31.2M | $57.9M | ||
| Q2 25 | $112.7M | $42.0M | ||
| Q1 25 | $49.6M | $34.8M | ||
| Q4 24 | $81.0M | $43.7M | ||
| Q3 24 | $91.8M | $34.4M | ||
| Q2 24 | $99.2M | $31.1M | ||
| Q1 24 | $9.1M | $24.7M |
| Q4 25 | — | $60.9M | ||
| Q3 25 | — | $52.4M | ||
| Q2 25 | — | $39.7M | ||
| Q1 25 | — | $32.1M | ||
| Q4 24 | — | $35.4M | ||
| Q3 24 | — | $29.5M | ||
| Q2 24 | — | $24.4M | ||
| Q1 24 | — | $18.9M |
| Q4 25 | — | 15.4% | ||
| Q3 25 | — | 15.6% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 12.1% | ||
| Q4 24 | — | 11.3% | ||
| Q3 24 | — | 11.0% | ||
| Q2 24 | — | 10.7% | ||
| Q1 24 | — | 9.7% |
| Q4 25 | — | 0.8% | ||
| Q3 25 | — | 1.6% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 1.8% | ||
| Q2 24 | — | 3.0% | ||
| Q1 24 | — | 3.0% |
| Q4 25 | — | 9.81× | ||
| Q3 25 | — | — | ||
| Q2 25 | 5.29× | — | ||
| Q1 25 | 3.33× | — | ||
| Q4 24 | 7.50× | 2.87× | ||
| Q3 24 | 45.90× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 1.28× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DAY
| Dayforce Recurring | $333.0M | 69% |
| Cloud And Bureau Professional Services And Other | $78.5M | 16% |
| Float | $42.2M | 9% |
| Powerpay Recurring | $19.7M | 4% |
| Other Recurring | $8.2M | 2% |
ZETA
Segment breakdown not available.
