Guidewire Software vs Zeta Global Holdings
Guidewire Software and Zeta Global Holdings are similar in size: $1.48bn and $1.30bn of revenue in their latest fiscal years. Zeta Global Holdings grew faster (29.7% against 22.7%). Guidewire Software kept more of each dollar of sales as profit: a net margin of 9.4% against -2.4%. Zeta Global Holdings carries less debt relative to equity (24.9% against 60.3%).
| Latest fiscal year | Guidewire SoftwareGWRE, 2026 | Zeta Global HoldingsZETA, 2025 |
|---|---|---|
| Revenue | $1.48bn | $1.30bn |
| Revenue growth | 22.7% | 29.7% |
| Net income | $139m | −$31.5m |
| Operating margin | 10.2% | 0.4% |
| Net margin | 9.4% | -2.4% |
| Return on equity | 10.5% | -4.3% |
| Free cash flow | $378m | $185m |
| Cash | $373m | $320m |
| Total debt | $720m | $200m |
| Debt to equity | 60.3% | 24.9% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $606m | — |
| Employees | 4,174 | 3,300 |
| Market value | $13.26bn | $7.92bn |
| Price vs our value range | Above our value range | — |
| Moat score | 44 (Weak) | 41 (Weak) |
| Insider trades, 12 months | 0 buys, 94 sales | 0 buys, 2 sales |