Zeta Global is a strong buy as a growth stock and value play, driven by 36% revenue growth, low valuation multiples, and future expansion into business intelligence.

It is the company " Zeta Global". This is a marketing company. It is the company that many major brands use to help connect their assets, their digital assets, to where we will actually put them.

Let's say you have a picture that could be an advertisement on Instagram. It could be an advertisement on Facebook. It could be on Google. But where is the correct return on investment for that?

How much money will I spend? What return will I get ? All of these things. Zeta does this internal work. They do this using some of their own data. They have their own models.

And now they have their own platform, "Athena," which you can talk to directly. This is one of those AI-powered tools , but it's really more like an application layer you can talk to and say, " Hey, we need to launch a campaign for this pair of shoes.

Where will I get the highest ROI? What areas should I focus on?"

I think it's a great business model, and the growth is absolutely insane. Over the last year, we've seen 36% growth from the company, and yet the stock is trading at less than five times sales, and the price-to- free cash flow multiple over the last twelve months is only 35.

So this looks not only like a great growth stock, but also like a very good value .

I agree with you. I think if you look at the growth trajectory, in addition to their mid- term guidance—they've given us mid-term guidance for 2028, and they've already said they'll meet it and maybe even exceed it—they recently announced a strategic partnership with Palantir to address that corporate scale.

So if you combine the growth and profitability rates, I mean, the metrics are trending upwards to the right. This looks like it's going to continue for a long time. In terms of market capitalization, it's very small relative to the market.

They're playing it. So, if you put all these points together, you might have an interesting growth stock here that isn't really related to building AI, semiconductors, data centers, and all that.

So, it's definitely a very interesting opportunity.

The other thing is, I think they have some interesting options for expanding their business. I mentioned that this is essentially a marketing platform, and their target market, at least until recently, was primarily limited to the biggest companies in the world.

Like global companies like Nike, and I think Gap is one of the companies they've acquired recently. But they've already started moving into slightly smaller areas. Agencies is an area they're working on.

That means an agency that will then work with a large group of other companies. Kind of like putting their own brand in, but that gets their product into the hands of more customers.

And then expanding into business intelligence as well.

And that's where I think things can get really interesting. They've talked a bit about this, but we haven't quite seen what the product and strategy will look like. But if you put all this information together about how our business works, how our sales work, you can now say, "Okay, where should I build my inventory?"

"What kind of inventory should I build? What kind of product should I make? You're starting to talk about running a business, and I think we're talking about things that aren't yet on the Zeta platform, but they make a lot of sense for them as we look at this as a potential growth stock for the next decade.

Yes, I mean, every time we see companies that are really good at something, and then expand into something else, the initial question is always: can they really do it as well as they did in Zeta's case, which is the marketing side?

Business intelligence—the market there is also very, very big . But, if they can successfully transform their business into something bigger than just marketing, again, the total addressable market becomes bigger, and like I said, it's a small company compared to that time.

If they succeed , then yes, they could continue to grow 20% in revenue for many years to come.

So, it's going to be very interesting to see what happens, especially in the next six to twelve months, because you'll be able to see whether they're on a successful path or not.

Yes, the last thing I'd say is that they have everything I like to see in investments. I'm talking about three ways stocks go up. You have Revenue growth, expanding profit margins, and then you have the potential for expanding multiples.

That is, price- to-sales, price- to-earnings, and price- to-free cash flow . All three of these are moving in the right direction with a high probability of boosting Zeta's value multiples.