Zeta Global has a strong long-term bull thesis driven by accelerating revenue growth, market share gains, and positive operating margin trends.

Another company that's grown like crazy. The stock's performed a little bit better over the past year about up about 67%. This is actually I think my best performing stock of 2026, but that's Zeta Global.

Zeta Global 3-year compound annual growth rate 34%. It's actually accelerating. I'll get to that in just a second. But the multiples are a little bit more compelling here. Enterprise value to sales is about five.

The price earnings multiple on a forward basis is about 30. Price price to free cash flow on forward basis about the same.

Let's look at the revenue and growth numbers because this is what ultimately gets to be really compelling for Zeta Global. Let's pull this back to the December 2022 quarter. You can see just compounding revenue consistently.

That's that 32% growth rate. Look at what's happened over the past few quarters. Revenue growth slowed a little bit and now it's starting to accelerate. No coincidence. And this is when the Athena platform was launched.

So, this is something they're actually talking about. I'll do a video about this soon. Zeta Live is happening actually as I'm recording. So, I'll get some more in So, I'll get some more information out to you about what is going on with that.

But, this is probably going to continue to grow their revenue in that 20 plus% range. That's what their long-term goals are. We've seen over 30% growth for Zeta Global.

So, if you own companies like this that are being aggressive in their market, they're on offense. They're not on defense like a trade desk is in the marketing business. Zeta's Zeta Global is gaining more customers in their core marketing business.

They're also moving more into business intelligence. That's something they talked about. I think we'll learn more about that business in the future. But this is the kind of company that I like with lots of tailwinds.

Also, you have some pretty good operating margin. Look at the look at the operating margin that we have for the business. This continues to go up and to the right. That's exactly what we want to see.

And it's just barely positive at this point. So, a lot of times when a company goes to positive operating margin, that's when you start to see the stock really start to move. I think Zeta Global is really well positioned for the next decade.