TransMedics Group Inc vs Zeta Global Holdings Corp — how do they compare? TransMedics Group Inc trades at $73.5 (market cap $2.54B), while Zeta Global Holdings Corp trades at $21.19 (market cap $5.32B). The key difference: Zeta Global Holdings Corp is far larger — about 2.1× TransMedics Group Inc's market cap, and Zeta Global Holdings Corp is trading nearer its 52-week high, TransMedics Group Inc nearer its low. Which is the better fit depends on your goals.
| TMDX | ZETA | |
|---|---|---|
Market Cap | $2.54B | $5.32B |
Sector | Technology | Technology |
52-Week High | $150.42 | $25.24 |
52-Week Low | $61.99 | $14.55 |
Enterprise Value | $2.94B | $5.23B |
Signals from Pluang's Aura AI — not financial advice
TransMedics (TMDX) is trading at $73.47, down 0.69% on the day, amid a mixed technical and fundamental backdrop. The stock shows neutral technical signals with support near $72 and resistance at $75, while fundamentals are strong with a trailing P/E of 16.81 and robust profitability metrics like a 27.04% net income margin. Recent earnings saw a Q1 2026 miss but beats in prior quarters, and the company is expanding in Europe through strategic investments.
The outlook is cautiously optimistic with a consensus price target of $108.71 implying significant upside, supported by 75% analyst buy ratings. Key risks include margin pressure from expansion costs and competitive threats, but the company's organ transplant logistics network offers a durable competitive advantage for long-term growth.
Zeta Global (ZETA) trades at $21.34, down 1.57% on the day, with a neutral technical signal and bullish moving averages. The company reported strong revenue growth, with Q1 2026 EPS beating estimates, but remains unprofitable with a net margin of -1.61%. Recent news highlights a strategic AI partnership with Palantir, positioning Zeta for accelerated growth in marketing technology infrastructure.
The outlook is mixed: analyst consensus is strongly bullish with a $27.50 price target, but profitability concerns and margin pressure pose risks. The stock offers growth potential through AI adoption and partnerships, yet investors must weigh execution risks against transformative opportunities in a competitive sector.
Trailing returns across standard periods
Latest headlines on both assets
TransMedics is a pioneering medical technology company that is disrupting the organ transplant market with its Organ Care System (OCS™). By replacing traditional cold storage with portable warm perfusion, the OCS maintains donor organs in a near-physiologic state, allowing for continuous assessment and optimization. Through its National OCS Program (NOP™), TransMedics provides an end-to-end clinical and logistics solution, including a dedicated aviation fleet, to maximize the utilization of donor organs and improve patient outcomes.
Read more on TMDX →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 →