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Side-by-side financial comparison of Kimco Realty (KIM) and Zeta Global Holdings Corp. (ZETA). Click either name above to swap in a different company.
Kimco Realty is the larger business by last-quarter revenue ($558.0M vs $394.6M, roughly 1.4× Zeta Global Holdings Corp.). Kimco Realty runs the higher net margin — 29.8% vs 1.7%, a 28.2% gap on every dollar of revenue. On growth, Zeta Global Holdings Corp. posted the faster year-over-year revenue change (25.4% vs 4.0%). Over the past eight quarters, Zeta Global Holdings Corp.'s revenue compounded faster (42.3% CAGR vs 5.6%).
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
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.
KIM vs ZETA — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $558.0M | $394.6M |
| Net Profit | $166.3M | $6.5M |
| Gross Margin | — | 59.5% |
| Operating Margin | 37.2% | 4.5% |
| Net Margin | 29.8% | 1.7% |
| Revenue YoY | 4.0% | 25.4% |
| Net Profit YoY | 23.7% | -57.1% |
| EPS (diluted) | $0.46 | $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 | $558.0M | — | ||
| Q4 25 | $542.5M | $394.6M | ||
| Q3 25 | $535.9M | $337.2M | ||
| Q2 25 | $525.2M | $308.4M | ||
| Q1 25 | $536.6M | $264.4M | ||
| Q4 24 | $525.4M | $314.7M | ||
| Q3 24 | $507.6M | $268.3M | ||
| Q2 24 | $500.2M | $227.8M |
| Q1 26 | $166.3M | — | ||
| Q4 25 | $151.2M | $6.5M | ||
| Q3 25 | $137.8M | $-3.6M | ||
| Q2 25 | $163.0M | $-12.8M | ||
| Q1 25 | $132.8M | $-21.6M | ||
| Q4 24 | $166.0M | $15.2M | ||
| Q3 24 | $136.0M | $-17.4M | ||
| Q2 24 | $119.7M | $-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 | 37.2% | — | ||
| Q4 25 | 36.4% | 4.5% | ||
| Q3 25 | 34.9% | 2.6% | ||
| Q2 25 | 39.2% | -1.7% | ||
| Q1 25 | 33.6% | -6.1% | ||
| Q4 24 | 31.7% | 2.2% | ||
| Q3 24 | 33.7% | -4.6% | ||
| Q2 24 | 32.1% | -11.7% |
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.9% | 1.7% | ||
| Q3 25 | 25.7% | -1.1% | ||
| Q2 25 | 31.0% | -4.2% | ||
| Q1 25 | 24.8% | -8.2% | ||
| Q4 24 | 31.6% | 4.8% | ||
| Q3 24 | 26.8% | -6.5% | ||
| Q2 24 | 23.9% | -12.3% |
| Q1 26 | $0.46 | — | ||
| Q4 25 | — | $0.04 | ||
| Q3 25 | — | $-0.02 | ||
| Q2 25 | — | $-0.06 | ||
| Q1 25 | — | $-0.10 | ||
| Q4 24 | — | $0.10 | ||
| Q3 24 | — | $-0.09 | ||
| Q2 24 | — | $-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 | — | $319.8M |
| Total DebtLower is stronger | — | $197.1M |
| Stockholders' EquityBook value | $10.4B | $804.6M |
| Total Assets | $19.6B | $1.5B |
| Debt / EquityLower = less leverage | — | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $211.6M | $319.8M | ||
| Q3 25 | $159.3M | $385.2M | ||
| Q2 25 | $226.6M | $365.3M | ||
| Q1 25 | $131.3M | $364.4M | ||
| Q4 24 | $688.6M | $366.2M | ||
| Q3 24 | $789.0M | $418.5M | ||
| Q2 24 | $126.4M | $154.7M |
| Q1 26 | — | — | ||
| Q4 25 | $7.7B | $197.1M | ||
| Q3 25 | — | $196.9M | ||
| Q2 25 | — | $196.7M | ||
| Q1 25 | — | $196.5M | ||
| Q4 24 | $8.0B | $196.3M | ||
| Q3 24 | — | $196.1M | ||
| Q2 24 | — | $184.4M |
| Q1 26 | $10.4B | — | ||
| Q4 25 | $10.4B | $804.6M | ||
| Q3 25 | $10.5B | $689.2M | ||
| Q2 25 | $10.5B | $673.3M | ||
| Q1 25 | $10.6B | $676.6M | ||
| Q4 24 | $10.7B | $676.8M | ||
| Q3 24 | $10.5B | $474.9M | ||
| Q2 24 | $10.6B | $217.0M |
| Q1 26 | $19.6B | — | ||
| Q4 25 | $19.7B | $1.5B | ||
| Q3 25 | $19.9B | $1.2B | ||
| Q2 25 | $19.8B | $1.1B | ||
| Q1 25 | $19.7B | $1.1B | ||
| Q4 24 | $20.3B | $1.1B | ||
| Q3 24 | $20.1B | $869.1M | ||
| Q2 24 | $19.5B | $583.9M |
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | 0.24× | ||
| Q3 25 | — | 0.29× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.29× | ||
| Q4 24 | 0.75× | 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 | $258.4M | $64.1M | ||
| Q3 25 | $332.4M | $57.9M | ||
| Q2 25 | $305.4M | $42.0M | ||
| Q1 25 | $223.8M | $34.8M | ||
| Q4 24 | $239.5M | $43.7M | ||
| Q3 24 | $295.9M | $34.4M | ||
| Q2 24 | $294.1M | $31.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $60.9M | ||
| Q3 25 | — | $52.4M | ||
| Q2 25 | — | $39.7M | ||
| Q1 25 | $205.4M | $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 | 38.3% | 12.1% | ||
| Q4 24 | — | 11.3% | ||
| Q3 24 | — | 11.0% | ||
| Q2 24 | — | 10.7% |
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 0.8% | ||
| Q3 25 | 0.0% | 1.6% | ||
| Q2 25 | 0.0% | 0.8% | ||
| Q1 25 | 3.4% | 1.0% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 1.8% | ||
| Q2 24 | — | 3.0% |
| Q1 26 | — | — | ||
| Q4 25 | 1.71× | 9.81× | ||
| Q3 25 | 2.41× | — | ||
| Q2 25 | 1.87× | — | ||
| Q1 25 | 1.69× | — | ||
| Q4 24 | 1.44× | 2.87× | ||
| Q3 24 | 2.18× | — | ||
| Q2 24 | 2.46× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KIM
| Revenues from rental properties, net | $552.8M | 99% |
| Management and other fee income | $5.2M | 1% |
ZETA
Segment breakdown not available.
