vs
Side-by-side financial comparison of Noble Corp plc (NE) and Zeta Global Holdings Corp. (ZETA). Click either name above to swap in a different company.
Noble Corp plc is the larger business by last-quarter revenue ($764.4M vs $394.6M, roughly 1.9× Zeta Global Holdings Corp.). Noble Corp plc runs the higher net margin — 11.3% vs 1.7%, a 9.7% gap on every dollar of revenue. On growth, Zeta Global Holdings Corp. posted the faster year-over-year revenue change (25.4% vs -17.6%). Zeta Global Holdings Corp. produced more free cash flow last quarter ($60.9M vs $35.4M). Over the past eight quarters, Zeta Global Holdings Corp.'s revenue compounded faster (42.3% CAGR vs 9.5%).
Barnes & Noble Booksellers is an American bookseller with the largest number of retail outlets in the United States. The company operates approximately 700+ retail stores across the United States.
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.
NE vs ZETA — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $764.4M | $394.6M |
| Net Profit | $86.6M | $6.5M |
| Gross Margin | — | 59.5% |
| Operating Margin | 5.6% | 4.5% |
| Net Margin | 11.3% | 1.7% |
| Revenue YoY | -17.6% | 25.4% |
| Net Profit YoY | -10.4% | -57.1% |
| EPS (diluted) | $0.54 | $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 | $764.4M | $394.6M | ||
| Q3 25 | $798.0M | $337.2M | ||
| Q2 25 | $848.7M | $308.4M | ||
| Q1 25 | $874.5M | $264.4M | ||
| Q4 24 | $927.3M | $314.7M | ||
| Q3 24 | $800.5M | $268.3M | ||
| Q2 24 | $692.8M | $227.8M | ||
| Q1 24 | $637.1M | $194.9M |
| Q4 25 | $86.6M | $6.5M | ||
| Q3 25 | $-21.1M | $-3.6M | ||
| Q2 25 | $42.9M | $-12.8M | ||
| Q1 25 | $108.3M | $-21.6M | ||
| Q4 24 | $96.6M | $15.2M | ||
| Q3 24 | $61.2M | $-17.4M | ||
| Q2 24 | $195.0M | $-28.1M | ||
| Q1 24 | $95.5M | $-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 | 5.6% | 4.5% | ||
| Q3 25 | 6.3% | 2.6% | ||
| Q2 25 | 15.9% | -1.7% | ||
| Q1 25 | 21.4% | -6.1% | ||
| Q4 24 | 18.4% | 2.2% | ||
| Q3 24 | 14.4% | -4.6% | ||
| Q2 24 | 30.3% | -11.7% | ||
| Q1 24 | 16.9% | -18.4% |
| Q4 25 | 11.3% | 1.7% | ||
| Q3 25 | -2.6% | -1.1% | ||
| Q2 25 | 5.1% | -4.2% | ||
| Q1 25 | 12.4% | -8.2% | ||
| Q4 24 | 10.4% | 4.8% | ||
| Q3 24 | 7.6% | -6.5% | ||
| Q2 24 | 28.1% | -12.3% | ||
| Q1 24 | 15.0% | -20.3% |
| Q4 25 | $0.54 | $0.04 | ||
| Q3 25 | $-0.13 | $-0.02 | ||
| Q2 25 | $0.27 | $-0.06 | ||
| Q1 25 | $0.67 | $-0.10 | ||
| Q4 24 | $0.56 | $0.10 | ||
| Q3 24 | $0.40 | $-0.09 | ||
| Q2 24 | $1.34 | $-0.16 | ||
| Q1 24 | $0.66 | $-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 | $471.4M | $319.8M |
| Total DebtLower is stronger | — | $197.1M |
| Stockholders' EquityBook value | $4.5B | $804.6M |
| Total Assets | $7.5B | $1.5B |
| Debt / EquityLower = less leverage | — | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $471.4M | $319.8M | ||
| Q3 25 | $477.9M | $385.2M | ||
| Q2 25 | $338.2M | $365.3M | ||
| Q1 25 | $303.8M | $364.4M | ||
| Q4 24 | $247.3M | $366.2M | ||
| Q3 24 | $391.9M | $418.5M | ||
| Q2 24 | $162.9M | $154.7M | ||
| Q1 24 | $212.5M | $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 | $4.5B | $804.6M | ||
| Q3 25 | $4.5B | $689.2M | ||
| Q2 25 | $4.6B | $673.3M | ||
| Q1 25 | $4.7B | $676.6M | ||
| Q4 24 | $4.7B | $676.8M | ||
| Q3 24 | $4.7B | $474.9M | ||
| Q2 24 | $4.0B | $217.0M | ||
| Q1 24 | $3.9B | $191.6M |
| Q4 25 | $7.5B | $1.5B | ||
| Q3 25 | $7.6B | $1.2B | ||
| Q2 25 | $7.7B | $1.1B | ||
| Q1 25 | $7.9B | $1.1B | ||
| Q4 24 | $8.0B | $1.1B | ||
| Q3 24 | $8.0B | $869.1M | ||
| Q2 24 | $5.6B | $583.9M | ||
| Q1 24 | $5.4B | $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 | $187.1M | $64.1M |
| Free Cash FlowOCF − Capex | $35.4M | $60.9M |
| FCF MarginFCF / Revenue | 4.6% | 15.4% |
| Capex IntensityCapex / Revenue | 19.9% | 0.8% |
| Cash ConversionOCF / Net Profit | 2.16× | 9.81× |
| TTM Free Cash FlowTrailing 4 quarters | $432.2M | $185.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $187.1M | $64.1M | ||
| Q3 25 | $277.1M | $57.9M | ||
| Q2 25 | $216.4M | $42.0M | ||
| Q1 25 | $271.1M | $34.8M | ||
| Q4 24 | $136.2M | $43.7M | ||
| Q3 24 | $283.8M | $34.4M | ||
| Q2 24 | $106.8M | $31.1M | ||
| Q1 24 | $128.7M | $24.7M |
| Q4 25 | $35.4M | $60.9M | ||
| Q3 25 | $139.5M | $52.4M | ||
| Q2 25 | $99.8M | $39.7M | ||
| Q1 25 | $157.5M | $32.1M | ||
| Q4 24 | $-4.4M | $35.4M | ||
| Q3 24 | $156.8M | $29.5M | ||
| Q2 24 | $-34.3M | $24.4M | ||
| Q1 24 | $-37.9M | $18.9M |
| Q4 25 | 4.6% | 15.4% | ||
| Q3 25 | 17.5% | 15.6% | ||
| Q2 25 | 11.8% | 12.9% | ||
| Q1 25 | 18.0% | 12.1% | ||
| Q4 24 | -0.5% | 11.3% | ||
| Q3 24 | 19.6% | 11.0% | ||
| Q2 24 | -4.9% | 10.7% | ||
| Q1 24 | -6.0% | 9.7% |
| Q4 25 | 19.9% | 0.8% | ||
| Q3 25 | 17.3% | 1.6% | ||
| Q2 25 | 13.7% | 0.8% | ||
| Q1 25 | 13.0% | 1.0% | ||
| Q4 24 | 15.2% | 2.6% | ||
| Q3 24 | 15.9% | 1.8% | ||
| Q2 24 | 20.4% | 3.0% | ||
| Q1 24 | 26.2% | 3.0% |
| Q4 25 | 2.16× | 9.81× | ||
| Q3 25 | — | — | ||
| Q2 25 | 5.05× | — | ||
| Q1 25 | 2.50× | — | ||
| Q4 24 | 1.41× | 2.87× | ||
| Q3 24 | 4.64× | — | ||
| Q2 24 | 0.55× | — | ||
| Q1 24 | 1.35× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NE
| Floaters | $559.8M | 73% |
| Jackups | $145.5M | 19% |
| Service Other | $59.1M | 8% |
ZETA
Segment breakdown not available.
