Shopify Inc. vs Zeta Global Holdings Corp — how do they compare? Shopify Inc. trades at $127.18 (market cap $172.54B), while Zeta Global Holdings Corp trades at $30.48 (market cap $7.73B). The key difference: Shopify Inc. is far larger — about 22.3× Zeta Global Holdings Corp's market cap, and Zeta Global Holdings Corp is trading nearer its 52-week high, Shopify Inc. nearer its low. Which is the better fit depends on your goals.
| SHOP | ZETA | |
|---|---|---|
Market Cap | $172.54B | $7.73B |
Sector | Technology | Technology |
52-Week High | $179.01 | $32.68 |
52-Week Low | $95.40 | $14.55 |
Enterprise Value | $167.77B | $7.62B |
Signals from Pluang's Aura AI — not financial advice
Shopify (SHOP) trades at $134.10, down 7.57% amid broader market weakness. The stock shows bearish technical signals with key support at $131 and resistance at $140. Fundamentally, revenue growth remains strong at $11.56B in 2025 with improving profitability, though valuation metrics appear elevated with a P/E of 90.6. Recent earnings show mixed results with a Q4 2025 miss but subsequent beats in 2026.
Analyst consensus remains bullish with 67% buy ratings and $167.50 price target, representing 25% upside. Key risks include premium valuation compression and competitive pressures in e-commerce infrastructure. The company's expanding B2B segment and AI integration provide growth catalysts, but investors should weigh rich multiples against execution risks.
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
Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →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 →