vs
Side-by-side financial comparison of Grand Canyon Education, Inc. (LOPE) 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 $308.1M, roughly 1.3× Grand Canyon Education, Inc.). Grand Canyon Education, Inc. runs the higher net margin — 28.1% vs 1.7%, a 26.5% gap on every dollar of revenue. On growth, Zeta Global Holdings Corp. posted the faster year-over-year revenue change (25.4% vs 5.3%). Grand Canyon Education, Inc. produced more free cash flow last quarter ($122.9M vs $60.9M). Over the past eight quarters, Zeta Global Holdings Corp.'s revenue compounded faster (42.3% CAGR vs 5.9%).
Grand Canyon Education, Inc. (GCE) is an American for-profit corporation that provides services to universities, specializing in program development, online education, and operational support. Formerly affiliated with Grand Canyon University (GCU), a Christian university in Arizona, GCE became a separate publicly traded company in 2008.
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.
LOPE vs ZETA — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $308.1M | $394.6M |
| Net Profit | $86.7M | $6.5M |
| Gross Margin | — | 59.5% |
| Operating Margin | 35.1% | 4.5% |
| Net Margin | 28.1% | 1.7% |
| Revenue YoY | 5.3% | 25.4% |
| Net Profit YoY | 5.9% | -57.1% |
| EPS (diluted) | $3.13 | $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 | $308.1M | $394.6M | ||
| Q3 25 | $261.1M | $337.2M | ||
| Q2 25 | $247.5M | $308.4M | ||
| Q1 25 | $289.3M | $264.4M | ||
| Q4 24 | $292.6M | $314.7M | ||
| Q3 24 | $238.3M | $268.3M | ||
| Q2 24 | $227.5M | $227.8M | ||
| Q1 24 | $274.7M | $194.9M |
| Q4 25 | $86.7M | $6.5M | ||
| Q3 25 | $16.3M | $-3.6M | ||
| Q2 25 | $41.5M | $-12.8M | ||
| Q1 25 | $71.6M | $-21.6M | ||
| Q4 24 | $81.9M | $15.2M | ||
| Q3 24 | $41.5M | $-17.4M | ||
| Q2 24 | $34.9M | $-28.1M | ||
| Q1 24 | $68.0M | $-39.6M |
| 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 24 | — | 60.6% |
| Q4 25 | 35.1% | 4.5% | ||
| Q3 25 | 6.9% | 2.6% | ||
| Q2 25 | 20.9% | -1.7% | ||
| Q1 25 | 30.4% | -6.1% | ||
| Q4 24 | 34.2% | 2.2% | ||
| Q3 24 | 20.2% | -4.6% | ||
| Q2 24 | 18.8% | -11.7% | ||
| Q1 24 | 30.8% | -18.4% |
| Q4 25 | 28.1% | 1.7% | ||
| Q3 25 | 6.2% | -1.1% | ||
| Q2 25 | 16.8% | -4.2% | ||
| Q1 25 | 24.8% | -8.2% | ||
| Q4 24 | 28.0% | 4.8% | ||
| Q3 24 | 17.4% | -6.5% | ||
| Q2 24 | 15.3% | -12.3% | ||
| Q1 24 | 24.8% | -20.3% |
| Q4 25 | $3.13 | $0.04 | ||
| Q3 25 | $0.58 | $-0.02 | ||
| Q2 25 | $1.48 | $-0.06 | ||
| Q1 25 | $2.52 | $-0.10 | ||
| Q4 24 | $2.83 | $0.10 | ||
| Q3 24 | $1.42 | $-0.09 | ||
| Q2 24 | $1.19 | $-0.16 | ||
| Q1 24 | $2.29 | $-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 | $111.8M | $319.8M |
| Total DebtLower is stronger | — | $197.1M |
| Stockholders' EquityBook value | $746.9M | $804.6M |
| Total Assets | $992.3M | $1.5B |
| Debt / EquityLower = less leverage | — | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $111.8M | $319.8M | ||
| Q3 25 | $97.3M | $385.2M | ||
| Q2 25 | $192.3M | $365.3M | ||
| Q1 25 | $144.5M | $364.4M | ||
| Q4 24 | $324.6M | $366.2M | ||
| Q3 24 | $263.6M | $418.5M | ||
| Q2 24 | $241.3M | $154.7M | ||
| Q1 24 | $196.2M | $141.6M |
| Q4 25 | — | $197.1M | ||
| Q3 25 | — | $196.9M | ||
| Q2 25 | — | $196.7M | ||
| Q1 25 | — | $196.5M | ||
| Q4 24 | — | $196.3M | ||
| Q3 24 | — | $196.1M | ||
| Q2 24 | — | $184.4M | ||
| Q1 24 | — | $184.2M |
| Q4 25 | $746.9M | $804.6M | ||
| Q3 25 | $758.0M | $689.2M | ||
| Q2 25 | $778.0M | $673.3M | ||
| Q1 25 | $780.7M | $676.6M | ||
| Q4 24 | $783.9M | $676.8M | ||
| Q3 24 | $764.1M | $474.9M | ||
| Q2 24 | $759.2M | $217.0M | ||
| Q1 24 | $759.4M | $191.6M |
| Q4 25 | $992.3M | $1.5B | ||
| Q3 25 | $1.0B | $1.2B | ||
| Q2 25 | $1.0B | $1.1B | ||
| Q1 25 | $1.0B | $1.1B | ||
| Q4 24 | $1.0B | $1.1B | ||
| Q3 24 | $992.9M | $869.1M | ||
| Q2 24 | $992.7M | $583.9M | ||
| Q1 24 | $1.0B | $550.3M |
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | 0.29× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.29× | ||
| Q4 24 | — | 0.29× | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 0.85× | ||
| Q1 24 | — | 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 | $130.5M | $64.1M |
| Free Cash FlowOCF − Capex | $122.9M | $60.9M |
| FCF MarginFCF / Revenue | 39.9% | 15.4% |
| Capex IntensityCapex / Revenue | 2.5% | 0.8% |
| Cash ConversionOCF / Net Profit | 1.50× | 9.81× |
| TTM Free Cash FlowTrailing 4 quarters | $238.6M | $185.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $130.5M | $64.1M | ||
| Q3 25 | $-48.6M | $57.9M | ||
| Q2 25 | $124.0M | $42.0M | ||
| Q1 25 | $67.6M | $34.8M | ||
| Q4 24 | $135.8M | $43.7M | ||
| Q3 24 | $-29.4M | $34.4M | ||
| Q2 24 | $98.6M | $31.1M | ||
| Q1 24 | $85.0M | $24.7M |
| Q4 25 | $122.9M | $60.9M | ||
| Q3 25 | $-58.3M | $52.4M | ||
| Q2 25 | $115.4M | $39.7M | ||
| Q1 25 | $58.7M | $32.1M | ||
| Q4 24 | $126.1M | $35.4M | ||
| Q3 24 | $-39.0M | $29.5M | ||
| Q2 24 | $89.6M | $24.4M | ||
| Q1 24 | $76.0M | $18.9M |
| Q4 25 | 39.9% | 15.4% | ||
| Q3 25 | -22.3% | 15.6% | ||
| Q2 25 | 46.6% | 12.9% | ||
| Q1 25 | 20.3% | 12.1% | ||
| Q4 24 | 43.1% | 11.3% | ||
| Q3 24 | -16.3% | 11.0% | ||
| Q2 24 | 39.4% | 10.7% | ||
| Q1 24 | 27.7% | 9.7% |
| Q4 25 | 2.5% | 0.8% | ||
| Q3 25 | 3.7% | 1.6% | ||
| Q2 25 | 3.5% | 0.8% | ||
| Q1 25 | 3.1% | 1.0% | ||
| Q4 24 | 3.3% | 2.6% | ||
| Q3 24 | 4.0% | 1.8% | ||
| Q2 24 | 3.9% | 3.0% | ||
| Q1 24 | 3.3% | 3.0% |
| Q4 25 | 1.50× | 9.81× | ||
| Q3 25 | -2.99× | — | ||
| Q2 25 | 2.98× | — | ||
| Q1 25 | 0.94× | — | ||
| Q4 24 | 1.66× | 2.87× | ||
| Q3 24 | -0.71× | — | ||
| Q2 24 | 2.83× | — | ||
| Q1 24 | 1.25× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
