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Side-by-side financial comparison of Federal Realty Investment Trust (FRT) 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 $336.0M, roughly 1.2× Federal Realty Investment Trust). Federal Realty Investment Trust runs the higher net margin — 38.6% vs 1.7%, a 37.0% gap on every dollar of revenue. On growth, Zeta Global Holdings Corp. posted the faster year-over-year revenue change (25.4% vs 8.7%). Over the past eight quarters, Zeta Global Holdings Corp.'s revenue compounded faster (42.3% CAGR vs 6.5%).
Federal Realty Investment Trust is a real estate investment trust that invests in shopping centers in the Northeastern United States, the Mid-Atlantic states, California, and South Florida.
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.
FRT vs ZETA — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $336.0M | $394.6M |
| Net Profit | $129.7M | $6.5M |
| Gross Margin | — | 59.5% |
| Operating Margin | 53.8% | 4.5% |
| Net Margin | 38.6% | 1.7% |
| Revenue YoY | 8.7% | 25.4% |
| Net Profit YoY | 103.5% | -57.1% |
| EPS (diluted) | $1.49 | $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.
| Q1 26 | $336.0M | — | ||
| Q4 25 | $336.0M | $394.6M | ||
| Q3 25 | $322.3M | $337.2M | ||
| Q2 25 | $311.5M | $308.4M | ||
| Q1 25 | $309.2M | $264.4M | ||
| Q4 24 | $311.4M | $314.7M | ||
| Q3 24 | $303.6M | $268.3M | ||
| Q2 24 | $296.1M | $227.8M |
| Q1 26 | $129.7M | — | ||
| Q4 25 | $129.7M | $6.5M | ||
| Q3 25 | $61.6M | $-3.6M | ||
| Q2 25 | $155.9M | $-12.8M | ||
| Q1 25 | $63.8M | $-21.6M | ||
| Q4 24 | $65.5M | $15.2M | ||
| Q3 24 | $61.0M | $-17.4M | ||
| Q2 24 | $112.0M | $-28.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | 59.5% | ||
| Q3 25 | — | 60.5% | ||
| Q2 25 | — | 62.1% | ||
| Q1 25 | — | 60.9% | ||
| Q4 24 | — | 60.0% | ||
| Q3 24 | — | 60.6% | ||
| Q2 24 | — | 60.0% |
| Q1 26 | 53.8% | — | ||
| Q4 25 | 53.8% | 4.5% | ||
| Q3 25 | 34.3% | 2.6% | ||
| Q2 25 | 65.1% | -1.7% | ||
| Q1 25 | 35.0% | -6.1% | ||
| Q4 24 | 35.1% | 2.2% | ||
| Q3 24 | 34.9% | -4.6% | ||
| Q2 24 | 53.0% | -11.7% |
| Q1 26 | 38.6% | — | ||
| Q4 25 | 38.6% | 1.7% | ||
| Q3 25 | 19.1% | -1.1% | ||
| Q2 25 | 50.0% | -4.2% | ||
| Q1 25 | 20.6% | -8.2% | ||
| Q4 24 | 21.0% | 4.8% | ||
| Q3 24 | 20.1% | -6.5% | ||
| Q2 24 | 37.8% | -12.3% |
| Q1 26 | $1.49 | — | ||
| Q4 25 | $1.49 | $0.04 | ||
| Q3 25 | $0.69 | $-0.02 | ||
| Q2 25 | $1.78 | $-0.06 | ||
| Q1 25 | $0.72 | $-0.10 | ||
| Q4 24 | $0.74 | $0.10 | ||
| Q3 24 | $0.70 | $-0.09 | ||
| Q2 24 | $1.32 | $-0.16 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $107.4M | $319.8M |
| Total DebtLower is stronger | $5.0B | $197.1M |
| Stockholders' EquityBook value | $3.2B | $804.6M |
| Total Assets | $9.1B | $1.5B |
| Debt / EquityLower = less leverage | 1.53× | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $107.4M | — | ||
| Q4 25 | $107.4M | $319.8M | ||
| Q3 25 | $111.3M | $385.2M | ||
| Q2 25 | $177.0M | $365.3M | ||
| Q1 25 | $109.2M | $364.4M | ||
| Q4 24 | $123.4M | $366.2M | ||
| Q3 24 | $97.0M | $418.5M | ||
| Q2 24 | $103.2M | $154.7M |
| Q1 26 | $5.0B | — | ||
| Q4 25 | $5.0B | $197.1M | ||
| Q3 25 | — | $196.9M | ||
| Q2 25 | — | $196.7M | ||
| Q1 25 | — | $196.5M | ||
| Q4 24 | $4.5B | $196.3M | ||
| Q3 24 | — | $196.1M | ||
| Q2 24 | — | $184.4M |
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $804.6M | ||
| Q3 25 | $3.2B | $689.2M | ||
| Q2 25 | $3.2B | $673.3M | ||
| Q1 25 | $3.2B | $676.6M | ||
| Q4 24 | $3.2B | $676.8M | ||
| Q3 24 | $3.1B | $474.9M | ||
| Q2 24 | $3.0B | $217.0M |
| Q1 26 | $9.1B | — | ||
| Q4 25 | $9.1B | $1.5B | ||
| Q3 25 | $8.9B | $1.2B | ||
| Q2 25 | $8.6B | $1.1B | ||
| Q1 25 | $8.6B | $1.1B | ||
| Q4 24 | $8.5B | $1.1B | ||
| Q3 24 | $8.5B | $869.1M | ||
| Q2 24 | $8.4B | $583.9M |
| Q1 26 | 1.53× | — | ||
| Q4 25 | 1.53× | 0.24× | ||
| Q3 25 | — | 0.29× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.29× | ||
| Q4 24 | 1.42× | 0.29× | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 0.85× |
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 | — | $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.
| Q1 26 | — | — | ||
| Q4 25 | $622.4M | $64.1M | ||
| Q3 25 | $147.8M | $57.9M | ||
| Q2 25 | $150.7M | $42.0M | ||
| Q1 25 | $179.0M | $34.8M | ||
| Q4 24 | $574.6M | $43.7M | ||
| Q3 24 | $144.1M | $34.4M | ||
| Q2 24 | $169.7M | $31.1M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 4.80× | 9.81× | ||
| Q3 25 | 2.40× | — | ||
| Q2 25 | 0.97× | — | ||
| Q1 25 | 2.81× | — | ||
| Q4 24 | 8.77× | 2.87× | ||
| Q3 24 | 2.36× | — | ||
| Q2 24 | 1.52× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
