Okta, Inc. vs Zeta Global Holdings Corp — how do they compare? Okta, Inc. trades at $172.7 (market cap $29.30B), while Zeta Global Holdings Corp trades at $30.41 (market cap $7.73B). The key difference: Okta, Inc. is far larger — about 3.8× Zeta Global Holdings Corp's market cap, and Okta, Inc. is trading nearer its 52-week high, Zeta Global Holdings Corp nearer its low. Which is the better fit depends on your goals.
| OKTA | ZETA | |
|---|---|---|
Market Cap | $29.30B | $7.73B |
Sector | Technology | Technology |
52-Week High | $173.04 | $32.68 |
52-Week Low | $62.93 | $14.55 |
Enterprise Value | $27.05B | $7.62B |
Signals from Pluang's Aura AI — not financial advice
OKTA trades at $167.60, down 1.76% on the day but up 94% year-to-date, driven by strong earnings beats and AI-driven demand for cybersecurity. The stock is in a bullish technical trend with support at $166 and resistance at $170. Fundamentals show improving profitability, with Q2 2026 EPS of $1.05 beating estimates, revenue growth accelerating to $2.61 billion in 2025, and a net income margin turning positive to 9.63% in 2026 projections. Analyst sentiment remains overwhelmingly positive with a $181.61 consensus target.
The outlook for OKTA is bullish, supported by robust earnings momentum, AI security adoption, and strong institutional backing. Key opportunities include expanding AI-agent security offerings and sustained revenue growth. Risks involve intense competition from CrowdStrike and Microsoft, high valuation multiples, and insider selling activity. The stock's proximity to its 52-week high suggests cautious entry points may be warranted despite positive catalysts.
ZETA trades at $30.79, down 1.79% today but maintains strong institutional support with 75% analyst buy ratings. The stock shows bullish technical signals with consecutive earnings beats and 44% revenue growth in Q2 2026. Recent news highlights AI platform expansion and partnership opportunities driving investor optimism despite negative net margins.
Outlook remains positive with revenue growth accelerating to $1.6B projected for 2026 and consensus price target of $31.19 offering 1.3% upside. Key risks include rich valuation (P/S 4.59x) and execution challenges in competitive marketing tech space, though AI adoption and institutional inflows support bullish thesis.
Trailing returns across standard periods
Latest headlines on both assets
Okta is a cloud-native security company that focuses on identity and access management. The San Francisco-based firm went public in 2017 and focuses on two key client stakeholder groups: workforces and customers. Okta's workforce offerings enable a company's employees to securely access its cloud-based and on-premises resources. The firm's customer offerings allow its clients' customers to securely access the client's applications.
Read more on OKTA →Zeta Global is a leading data-driven marketing technology company that provides an omnichannel AI Marketing Cloud. By leveraging a proprietary data cloud of over 2.4 billion deterministic identities, it enables enterprise brands to acquire, grow, and retain customers through predictive intelligence and automated, agentic workflows.
Read more on ZETA →