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Side-by-side financial comparison of ZIFF DAVIS, INC. (ZD) and Zeta Global Holdings Corp. (ZETA). Click either name above to swap in a different company.
ZIFF DAVIS, INC. is the larger business by last-quarter revenue ($406.7M vs $394.6M, roughly 1.0× Zeta Global Holdings Corp.). Zeta Global Holdings Corp. runs the higher net margin — 1.7% vs 0.1%, a 1.6% gap on every dollar of revenue. On growth, Zeta Global Holdings Corp. posted the faster year-over-year revenue change (25.4% vs -1.5%). ZIFF DAVIS, INC. produced more free cash flow last quarter ($157.8M vs $60.9M). Over the past eight quarters, Zeta Global Holdings Corp.'s revenue compounded faster (42.3% CAGR vs 13.7%).
Ziff Davis, Inc. is an American digital media and Internet company. Founded in 1927 by William Bernard Ziff Sr. and Bernard George Davis, the company primarily owns technology- and health-oriented media websites, online shopping-related services, Internet connectivity services, gaming and entertainment brands, and cybersecurity and martech tools. Previously, the company was predominantly a publisher of hobbyist magazines.
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.
ZD vs ZETA — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $406.7M | $394.6M |
| Net Profit | $370.0K | $6.5M |
| Gross Margin | 85.9% | 59.5% |
| Operating Margin | 21.2% | 4.5% |
| Net Margin | 0.1% | 1.7% |
| Revenue YoY | -1.5% | 25.4% |
| Net Profit YoY | -99.4% | -57.1% |
| EPS (diluted) | $0.06 | $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 | $406.7M | $394.6M | ||
| Q3 25 | $363.7M | $337.2M | ||
| Q2 25 | $352.2M | $308.4M | ||
| Q1 25 | $328.6M | $264.4M | ||
| Q4 24 | $412.8M | $314.7M | ||
| Q3 24 | $353.6M | $268.3M | ||
| Q2 24 | $320.8M | $227.8M | ||
| Q1 24 | $314.5M | $194.9M |
| Q4 25 | $370.0K | $6.5M | ||
| Q3 25 | $-3.6M | $-3.6M | ||
| Q2 25 | $26.3M | $-12.8M | ||
| Q1 25 | $24.2M | $-21.6M | ||
| Q4 24 | $64.1M | $15.2M | ||
| Q3 24 | $-48.6M | $-17.4M | ||
| Q2 24 | $36.9M | $-28.1M | ||
| Q1 24 | $10.6M | $-39.6M |
| Q4 25 | 85.9% | 59.5% | ||
| Q3 25 | 85.4% | 60.5% | ||
| Q2 25 | 86.1% | 62.1% | ||
| Q1 25 | 85.6% | 60.9% | ||
| Q4 24 | 87.1% | 60.0% | ||
| Q3 24 | 85.5% | 60.6% | ||
| Q2 24 | 84.4% | 60.0% | ||
| Q1 24 | 85.4% | 60.6% |
| Q4 25 | 21.2% | 4.5% | ||
| Q3 25 | 7.8% | 2.6% | ||
| Q2 25 | 9.5% | -1.7% | ||
| Q1 25 | 10.7% | -6.1% | ||
| Q4 24 | 19.0% | 2.2% | ||
| Q3 24 | -8.3% | -4.6% | ||
| Q2 24 | 8.9% | -11.7% | ||
| Q1 24 | 11.4% | -18.4% |
| Q4 25 | 0.1% | 1.7% | ||
| Q3 25 | -1.0% | -1.1% | ||
| Q2 25 | 7.5% | -4.2% | ||
| Q1 25 | 7.4% | -8.2% | ||
| Q4 24 | 15.5% | 4.8% | ||
| Q3 24 | -13.7% | -6.5% | ||
| Q2 24 | 11.5% | -12.3% | ||
| Q1 24 | 3.4% | -20.3% |
| Q4 25 | $0.06 | $0.04 | ||
| Q3 25 | $-0.09 | $-0.02 | ||
| Q2 25 | $0.62 | $-0.06 | ||
| Q1 25 | $0.56 | $-0.10 | ||
| Q4 24 | $1.53 | $0.10 | ||
| Q3 24 | $-1.11 | $-0.09 | ||
| Q2 24 | $0.77 | $-0.16 | ||
| Q1 24 | $0.23 | $-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 | $607.0M | $319.8M |
| Total DebtLower is stronger | $866.5M | $197.1M |
| Stockholders' EquityBook value | $1.8B | $804.6M |
| Total Assets | $3.7B | $1.5B |
| Debt / EquityLower = less leverage | 0.49× | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $607.0M | $319.8M | ||
| Q3 25 | $503.4M | $385.2M | ||
| Q2 25 | $457.3M | $365.3M | ||
| Q1 25 | $431.0M | $364.4M | ||
| Q4 24 | $505.9M | $366.2M | ||
| Q3 24 | $386.1M | $418.5M | ||
| Q2 24 | $687.2M | $154.7M | ||
| Q1 24 | $751.2M | $141.6M |
| Q4 25 | $866.5M | $197.1M | ||
| Q3 25 | — | $196.9M | ||
| Q2 25 | — | $196.7M | ||
| Q1 25 | — | $196.5M | ||
| Q4 24 | $864.3M | $196.3M | ||
| Q3 24 | — | $196.1M | ||
| Q2 24 | — | $184.4M | ||
| Q1 24 | — | $184.2M |
| Q4 25 | $1.8B | $804.6M | ||
| Q3 25 | $1.8B | $689.2M | ||
| Q2 25 | $1.8B | $673.3M | ||
| Q1 25 | $1.8B | $676.6M | ||
| Q4 24 | $1.8B | $676.8M | ||
| Q3 24 | $1.8B | $474.9M | ||
| Q2 24 | $1.9B | $217.0M | ||
| Q1 24 | $1.9B | $191.6M |
| Q4 25 | $3.7B | $1.5B | ||
| Q3 25 | $3.5B | $1.2B | ||
| Q2 25 | $3.5B | $1.1B | ||
| Q1 25 | $3.5B | $1.1B | ||
| Q4 24 | $3.7B | $1.1B | ||
| Q3 24 | $3.4B | $869.1M | ||
| Q2 24 | $3.7B | $583.9M | ||
| Q1 24 | $3.7B | $550.3M |
| Q4 25 | 0.49× | 0.24× | ||
| Q3 25 | — | 0.29× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.29× | ||
| Q4 24 | 0.48× | 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 | $191.1M | $64.1M |
| Free Cash FlowOCF − Capex | $157.8M | $60.9M |
| FCF MarginFCF / Revenue | 38.8% | 15.4% |
| Capex IntensityCapex / Revenue | 8.2% | 0.8% |
| Cash ConversionOCF / Net Profit | 516.44× | 9.81× |
| TTM Free Cash FlowTrailing 4 quarters | $287.9M | $185.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $191.1M | $64.1M | ||
| Q3 25 | $138.3M | $57.9M | ||
| Q2 25 | $57.1M | $42.0M | ||
| Q1 25 | $20.6M | $34.8M | ||
| Q4 24 | $158.2M | $43.7M | ||
| Q3 24 | $106.0M | $34.4M | ||
| Q2 24 | $50.6M | $31.1M | ||
| Q1 24 | $75.6M | $24.7M |
| Q4 25 | $157.8M | $60.9M | ||
| Q3 25 | $108.2M | $52.4M | ||
| Q2 25 | $26.9M | $39.7M | ||
| Q1 25 | $-5.0M | $32.1M | ||
| Q4 24 | $131.1M | $35.4M | ||
| Q3 24 | $80.1M | $29.5M | ||
| Q2 24 | $25.1M | $24.4M | ||
| Q1 24 | $47.4M | $18.9M |
| Q4 25 | 38.8% | 15.4% | ||
| Q3 25 | 29.7% | 15.6% | ||
| Q2 25 | 7.6% | 12.9% | ||
| Q1 25 | -1.5% | 12.1% | ||
| Q4 24 | 31.8% | 11.3% | ||
| Q3 24 | 22.7% | 11.0% | ||
| Q2 24 | 7.8% | 10.7% | ||
| Q1 24 | 15.1% | 9.7% |
| Q4 25 | 8.2% | 0.8% | ||
| Q3 25 | 8.3% | 1.6% | ||
| Q2 25 | 8.6% | 0.8% | ||
| Q1 25 | 7.8% | 1.0% | ||
| Q4 24 | 6.6% | 2.6% | ||
| Q3 24 | 7.3% | 1.8% | ||
| Q2 24 | 8.0% | 3.0% | ||
| Q1 24 | 8.9% | 3.0% |
| Q4 25 | 516.44× | 9.81× | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.17× | — | ||
| Q1 25 | 0.85× | — | ||
| Q4 24 | 2.47× | 2.87× | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.37× | — | ||
| Q1 24 | 7.11× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ZD
| Health And Wellness | $114.8M | 28% |
| Technology And Shopping | $108.9M | 27% |
| Cybersecurity And Martech Segment | $70.9M | 17% |
| Connectivity | $60.3M | 15% |
| Gaming And Entertainment | $51.7M | 13% |
| Subscription And Licensing | $2.9M | 1% |
ZETA
Segment breakdown not available.
