Zeta Global Holdings Corp vs ZIM Integrated Shipping Services Ltd — how do they compare? Zeta Global Holdings Corp trades at $28.41 (market cap $7.32B), while ZIM Integrated Shipping Services Ltd trades at $25.31 (market cap $2.96B). The key difference: Zeta Global Holdings Corp is far larger — about 2.5× ZIM Integrated Shipping Services Ltd's market cap, and ZIM Integrated Shipping Services Ltd pays a 20.16% dividend while Zeta Global Holdings Corp pays none. Which is the better fit depends on your goals.
| ZETA | ZIM | |
|---|---|---|
Market Cap | $7.32B | $2.96B |
Sector | Technology | Industrials |
52-Week High | $29.15 | $29.27 |
52-Week Low | $14.55 | $12.44 |
Enterprise Value | $7.20B | $6.81B |
Dividend Yield | — | 20.16% |
Signals from Pluang's Aura AI — not financial advice
ZETA trades at $28.55, up 3.67% today, near its consensus price target of $30.44. The stock shows bullish technical signals with strong moving average support and resistance at $30. Fundamentally, revenue grew to $1.3B in 2025 with a gross margin of 59.48%, though net income remains negative. Recent Q2 2026 earnings beat estimates with 44% revenue growth, marking the 20th consecutive beat-and-raise quarter, driven by AI adoption and partnerships.
Outlook is positive with analyst consensus at Buy (73%) and a $30.44 target, but risks include rich valuation (P/S 4.35, EV/EBITDA 95.89) and execution challenges in integrating AI growth. Investors face volatility from high RSI levels, yet sustained earnings momentum and institutional accumulation support upside potential.
ZIM trades at $25.27, up 0.24% on the day, amid a bearish technical signal and mixed earnings history. The company reported a net income of $479.20 million in 2025, but profitability is expected to decline sharply in 2026. Recent news highlights uncertainty around a potential merger with Hapag-Lloyd and pressure from lower freight rates.
The outlook is cautious, with analysts evenly split between hold and sell ratings and a consensus price target of $16.75, well below the current price. Key risks include regulatory hurdles for the merger, volatile shipping rates, and declining earnings. Upside depends on successful deal execution or improved operational performance.
Trailing returns across standard periods
Latest headlines on both assets
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 →ZIM is a global container liner shipping company that employs a 'global-niche' strategy, focusing on specific trade lanes where it holds a competitive advantage. Unlike larger, asset-heavy competitors, ZIM operates an agile, charter-intensive fleet, allowing it to rapidly adjust capacity to market demand while prioritizing digitalization and specialized cargo like refrigerated (reefer) goods.
Read more on ZIM →