BILL Holdings vs Zeta Global Holdings
BILL Holdings is the larger business, with $1.65bn of revenue in fiscal 2026 against $1.30bn for Zeta Global Holdings (1.3 times as much). Zeta Global Holdings grew faster (29.7% against 13.0%). BILL Holdings kept more of each dollar of sales as profit: a net margin of -0.7% against -2.4%.
| Latest fiscal year | BILL HoldingsBILL, 2026 | Zeta Global HoldingsZETA, 2025 |
|---|---|---|
| Revenue | $1.65bn | $1.30bn |
| Revenue growth | 13.0% | 29.7% |
| Net income | −$11.2m | −$31.5m |
| Operating margin | — | 0.4% |
| Net margin | -0.7% | -2.4% |
| Return on equity | -0.3% | -4.3% |
| Free cash flow | $412m | $185m |
| Cash | $1.03bn | $320m |
| Total debt | $1.84bn | $200m |
| Debt to equity | — | 24.9% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $560m | — |
| Employees | 1,683 | 3,300 |
| Market value | $4.62bn | $7.92bn |
| Price vs our value range | Within our value range | — |
| Moat score | 28 (Weak) | 41 (Weak) |
| Insider trades, 12 months | 0 buys, 17 sales | 0 buys, 2 sales |