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Side-by-side financial comparison of Seadrill Ltd (SDRL) 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 $273.0M, roughly 1.4× Seadrill Ltd). Zeta Global Holdings Corp. runs the higher net margin — 1.7% vs -3.7%, a 5.3% gap on every dollar of revenue. Over the past eight quarters, Zeta Global Holdings Corp.'s revenue compounded faster (42.3% CAGR vs -8.9%).
Seadrill is an offshore drilling contractor providing worldwide offshore drilling services to the oil and gas industry. Its primary business is the ownership and operation of drillships, semi-submersible rigs, and jack-up rigs for operations in shallow to ultra-deep water in both benign and harsh environments. It provides a contract-based service and primarily serves the oil super-majors, integrated oil and gas, state-owned national oil, and independent oil and gas companies.
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.
SDRL vs ZETA — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $273.0M | $394.6M |
| Net Profit | $-10.0M | $6.5M |
| Gross Margin | — | 59.5% |
| Operating Margin | -1.1% | 4.5% |
| Net Margin | -3.7% | 1.7% |
| Revenue YoY | — | 25.4% |
| Net Profit YoY | — | -57.1% |
| EPS (diluted) | — | $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 | $273.0M | $394.6M | ||
| Q3 25 | $280.0M | $337.2M | ||
| Q2 25 | $288.0M | $308.4M | ||
| Q1 25 | $248.0M | $264.4M | ||
| Q4 24 | — | $314.7M | ||
| Q3 24 | $263.0M | $268.3M | ||
| Q2 24 | $267.0M | $227.8M | ||
| Q1 24 | $275.0M | $194.9M |
| Q4 25 | $-10.0M | $6.5M | ||
| Q3 25 | $-11.0M | $-3.6M | ||
| Q2 25 | $-42.0M | $-12.8M | ||
| Q1 25 | $-14.0M | $-21.6M | ||
| Q4 24 | — | $15.2M | ||
| Q3 24 | $32.0M | $-17.4M | ||
| Q2 24 | $253.0M | $-28.1M | ||
| Q1 24 | $60.0M | $-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 | -1.1% | 4.5% | ||
| Q3 25 | 9.3% | 2.6% | ||
| Q2 25 | 2.1% | -1.7% | ||
| Q1 25 | 7.3% | -6.1% | ||
| Q4 24 | — | 2.2% | ||
| Q3 24 | 17.9% | -4.6% | ||
| Q2 24 | — | -11.7% | ||
| Q1 24 | 29.1% | -18.4% |
| Q4 25 | -3.7% | 1.7% | ||
| Q3 25 | -3.9% | -1.1% | ||
| Q2 25 | -14.6% | -4.2% | ||
| Q1 25 | -5.6% | -8.2% | ||
| Q4 24 | — | 4.8% | ||
| Q3 24 | 12.2% | -6.5% | ||
| Q2 24 | 94.8% | -12.3% | ||
| Q1 24 | 21.8% | -20.3% |
| Q4 25 | — | $0.04 | ||
| Q3 25 | $-0.17 | $-0.02 | ||
| Q2 25 | $-0.68 | $-0.06 | ||
| Q1 25 | $-0.23 | $-0.10 | ||
| Q4 24 | — | $0.10 | ||
| Q3 24 | $0.49 | $-0.09 | ||
| Q2 24 | $3.49 | $-0.16 | ||
| Q1 24 | $0.81 | $-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 | $339.0M | $319.8M |
| Total DebtLower is stronger | $613.0M | $197.1M |
| Stockholders' EquityBook value | $2.9B | $804.6M |
| Total Assets | $3.9B | $1.5B |
| Debt / EquityLower = less leverage | 0.21× | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $339.0M | $319.8M | ||
| Q3 25 | $402.0M | $385.2M | ||
| Q2 25 | $393.0M | $365.3M | ||
| Q1 25 | $404.0M | $364.4M | ||
| Q4 24 | — | $366.2M | ||
| Q3 24 | — | $418.5M | ||
| Q2 24 | $835.0M | $154.7M | ||
| Q1 24 | — | $141.6M |
| Q4 25 | $613.0M | $197.1M | ||
| Q3 25 | $612.0M | $196.9M | ||
| Q2 25 | $612.0M | $196.7M | ||
| Q1 25 | $611.0M | $196.5M | ||
| Q4 24 | — | $196.3M | ||
| Q3 24 | — | $196.1M | ||
| Q2 24 | $609.0M | $184.4M | ||
| Q1 24 | — | $184.2M |
| Q4 25 | $2.9B | $804.6M | ||
| Q3 25 | $2.9B | $689.2M | ||
| Q2 25 | $2.9B | $673.3M | ||
| Q1 25 | $2.9B | $676.6M | ||
| Q4 24 | — | $676.8M | ||
| Q3 24 | $2.9B | $474.9M | ||
| Q2 24 | $3.1B | $217.0M | ||
| Q1 24 | $2.9B | $191.6M |
| Q4 25 | $3.9B | $1.5B | ||
| Q3 25 | $4.1B | $1.2B | ||
| Q2 25 | $4.1B | $1.1B | ||
| Q1 25 | $4.1B | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $869.1M | ||
| Q2 24 | $4.3B | $583.9M | ||
| Q1 24 | — | $550.3M |
| Q4 25 | 0.21× | 0.24× | ||
| Q3 25 | 0.21× | 0.29× | ||
| Q2 25 | 0.21× | 0.29× | ||
| Q1 25 | 0.21× | 0.29× | ||
| Q4 24 | — | 0.29× | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | 0.20× | 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 | $-40.0M | $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 | $-40.0M | $64.1M | ||
| Q3 25 | $28.0M | $57.9M | ||
| Q2 25 | $11.0M | $42.0M | ||
| Q1 25 | $-27.0M | $34.8M | ||
| Q4 24 | — | $43.7M | ||
| Q3 24 | $-27.0M | $34.4M | ||
| Q2 24 | $79.0M | $31.1M | ||
| Q1 24 | $29.0M | $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 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 2.87× | ||
| Q3 24 | -0.84× | — | ||
| Q2 24 | 0.31× | — | ||
| Q1 24 | 0.48× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
