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Side-by-side financial comparison of Vital Farms, Inc. (VITL) 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 $213.6M, roughly 1.8× Vital Farms, Inc.). Vital Farms, Inc. runs the higher net margin — 7.6% vs 1.7%, a 6.0% gap on every dollar of revenue. On growth, Vital Farms, Inc. posted the faster year-over-year revenue change (28.7% vs 25.4%). Zeta Global Holdings Corp. produced more free cash flow last quarter ($60.9M vs $-32.1M). Over the past eight quarters, Zeta Global Holdings Corp.'s revenue compounded faster (42.3% CAGR vs 20.2%).
Vital Tomosi Dairy Limited is a dairy processing company in Uganda. The company is a joint venture between Vital Capital Fund, "an impact investing fund primarily focused on Sub-Saharan Africa", and "Tomosi Dairy Farms, a Ugandan producer of dairy products".
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.
VITL vs ZETA — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $213.6M | $394.6M |
| Net Profit | $16.3M | $6.5M |
| Gross Margin | 35.8% | 59.5% |
| Operating Margin | 10.0% | 4.5% |
| Net Margin | 7.6% | 1.7% |
| Revenue YoY | 28.7% | 25.4% |
| Net Profit YoY | 54.3% | -57.1% |
| EPS (diluted) | $0.35 | $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 | $213.6M | $394.6M | ||
| Q3 25 | $198.9M | $337.2M | ||
| Q2 25 | $184.8M | $308.4M | ||
| Q1 25 | $162.2M | $264.4M | ||
| Q4 24 | $166.0M | $314.7M | ||
| Q3 24 | $145.0M | $268.3M | ||
| Q2 24 | $147.4M | $227.8M | ||
| Q1 24 | $147.9M | $194.9M |
| Q4 25 | $16.3M | $6.5M | ||
| Q3 25 | $16.4M | $-3.6M | ||
| Q2 25 | $16.6M | $-12.8M | ||
| Q1 25 | $16.9M | $-21.6M | ||
| Q4 24 | $10.6M | $15.2M | ||
| Q3 24 | $7.4M | $-17.4M | ||
| Q2 24 | $16.3M | $-28.1M | ||
| Q1 24 | $19.0M | $-39.6M |
| Q4 25 | 35.8% | 59.5% | ||
| Q3 25 | 37.7% | 60.5% | ||
| Q2 25 | 38.9% | 62.1% | ||
| Q1 25 | 38.5% | 60.9% | ||
| Q4 24 | 36.1% | 60.0% | ||
| Q3 24 | 36.9% | 60.6% | ||
| Q2 24 | 39.1% | 60.0% | ||
| Q1 24 | 39.8% | 60.6% |
| Q4 25 | 10.0% | 4.5% | ||
| Q3 25 | 10.8% | 2.6% | ||
| Q2 25 | 12.9% | -1.7% | ||
| Q1 25 | 13.4% | -6.1% | ||
| Q4 24 | 7.8% | 2.2% | ||
| Q3 24 | 6.4% | -4.6% | ||
| Q2 24 | 11.6% | -11.7% | ||
| Q1 24 | 16.3% | -18.4% |
| Q4 25 | 7.6% | 1.7% | ||
| Q3 25 | 8.3% | -1.1% | ||
| Q2 25 | 9.0% | -4.2% | ||
| Q1 25 | 10.4% | -8.2% | ||
| Q4 24 | 6.4% | 4.8% | ||
| Q3 24 | 5.1% | -6.5% | ||
| Q2 24 | 11.1% | -12.3% | ||
| Q1 24 | 12.9% | -20.3% |
| Q4 25 | $0.35 | $0.04 | ||
| Q3 25 | $0.36 | $-0.02 | ||
| Q2 25 | $0.36 | $-0.06 | ||
| Q1 25 | $0.37 | $-0.10 | ||
| Q4 24 | $0.23 | $0.10 | ||
| Q3 24 | $0.16 | $-0.09 | ||
| Q2 24 | $0.36 | $-0.16 | ||
| Q1 24 | $0.43 | $-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 | $48.8M | $319.8M |
| Total DebtLower is stronger | — | $197.1M |
| Stockholders' EquityBook value | $351.3M | $804.6M |
| Total Assets | $518.7M | $1.5B |
| Debt / EquityLower = less leverage | — | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $48.8M | $319.8M | ||
| Q3 25 | $93.8M | $385.2M | ||
| Q2 25 | $108.2M | $365.3M | ||
| Q1 25 | $156.3M | $364.4M | ||
| Q4 24 | $150.6M | $366.2M | ||
| Q3 24 | $149.5M | $418.5M | ||
| Q2 24 | $133.2M | $154.7M | ||
| Q1 24 | $113.8M | $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 | $351.3M | $804.6M | ||
| Q3 25 | $331.2M | $689.2M | ||
| Q2 25 | $309.8M | $673.3M | ||
| Q1 25 | $288.9M | $676.6M | ||
| Q4 24 | $269.3M | $676.8M | ||
| Q3 24 | $253.4M | $474.9M | ||
| Q2 24 | $238.4M | $217.0M | ||
| Q1 24 | $213.3M | $191.6M |
| Q4 25 | $518.7M | $1.5B | ||
| Q3 25 | $481.5M | $1.2B | ||
| Q2 25 | $430.8M | $1.1B | ||
| Q1 25 | $376.9M | $1.1B | ||
| Q4 24 | $359.3M | $1.1B | ||
| Q3 24 | $344.7M | $869.1M | ||
| Q2 24 | $320.5M | $583.9M | ||
| Q1 24 | $300.2M | $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 | $5.8M | $64.1M |
| Free Cash FlowOCF − Capex | $-32.1M | $60.9M |
| FCF MarginFCF / Revenue | -15.1% | 15.4% |
| Capex IntensityCapex / Revenue | 17.8% | 0.8% |
| Cash ConversionOCF / Net Profit | 0.35× | 9.81× |
| TTM Free Cash FlowTrailing 4 quarters | $-48.2M | $185.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $5.8M | $64.1M | ||
| Q3 25 | $23.4M | $57.9M | ||
| Q2 25 | $-761.0K | $42.0M | ||
| Q1 25 | $5.3M | $34.8M | ||
| Q4 24 | $14.8M | $43.7M | ||
| Q3 24 | $10.0M | $34.4M | ||
| Q2 24 | $16.1M | $31.1M | ||
| Q1 24 | $23.9M | $24.7M |
| Q4 25 | $-32.1M | $60.9M | ||
| Q3 25 | $-10.6M | $52.4M | ||
| Q2 25 | $-7.6M | $39.7M | ||
| Q1 25 | $2.1M | $32.1M | ||
| Q4 24 | $-3.4M | $35.4M | ||
| Q3 24 | $6.4M | $29.5M | ||
| Q2 24 | $10.5M | $24.4M | ||
| Q1 24 | $22.6M | $18.9M |
| Q4 25 | -15.1% | 15.4% | ||
| Q3 25 | -5.3% | 15.6% | ||
| Q2 25 | -4.1% | 12.9% | ||
| Q1 25 | 1.3% | 12.1% | ||
| Q4 24 | -2.0% | 11.3% | ||
| Q3 24 | 4.4% | 11.0% | ||
| Q2 24 | 7.2% | 10.7% | ||
| Q1 24 | 15.3% | 9.7% |
| Q4 25 | 17.8% | 0.8% | ||
| Q3 25 | 17.1% | 1.6% | ||
| Q2 25 | 3.7% | 0.8% | ||
| Q1 25 | 1.9% | 1.0% | ||
| Q4 24 | 10.9% | 2.6% | ||
| Q3 24 | 2.5% | 1.8% | ||
| Q2 24 | 3.8% | 3.0% | ||
| Q1 24 | 0.9% | 3.0% |
| Q4 25 | 0.35× | 9.81× | ||
| Q3 25 | 1.43× | — | ||
| Q2 25 | -0.05× | — | ||
| Q1 25 | 0.31× | — | ||
| Q4 24 | 1.40× | 2.87× | ||
| Q3 24 | 1.34× | — | ||
| Q2 24 | 0.99× | — | ||
| Q1 24 | 1.26× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
VITL
| Eggs And Egg Related Products | $205.8M | 96% |
| Butter And Butter Related Products | $7.7M | 4% |
ZETA
Segment breakdown not available.
