WK vs. ZETA

Last updated Apr 1, 2026

Compare and contrast key facts about Workiva Inc. (WK) and Zeta Global Holdings Corp. (ZETA).

Performance

WK vs. ZETA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Workiva Inc. (WK) and Zeta Global Holdings Corp. (ZETA). The values are adjusted to include any dividend payments, if applicable.

WK vs. ZETA - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
WK Workiva Inc.	-30.86%	-21.23%	7.85%	20.91%	-35.65%	32.26%
ZETA Zeta Global Holdings Corp.	-21.77%	13.12%	103.97%	7.96%	-2.97%	-5.29%

Fundamentals

EPS WK : -$0.46 ZETA : -$0.21
PS Ratio WK : 3.87 ZETA : 1.79
Total Revenue (TTM) WK : $884.57M ZETA : $1.30B
Gross Profit (TTM) WK : $694.14M ZETA : $791.08M
EBITDA (TTM) WK : -$20.44M ZETA : $39.32M

Returns By Period

In the year-to-date period, WK achieves a -30.86% return, which is significantly lower than ZETA's -21.77% return.

WK

• 1D: 1.58%
• 1M: -3.17%
• YTD: -30.86%
• 6M: -30.73%
• 1Y: -21.45%
• 3Y*: -16.50%
• 5Y*: -8.36%
• 10Y*: 17.68%

ZETA

• 1D: 7.49%
• 1M: -6.08%
• YTD: -21.77%
• 6M: -19.88%
• 1Y: 17.40%
• 3Y*: 13.70%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

WK vs. ZETA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WK

WK Risk / Return Rank: 19
WK Sharpe Ratio Rank: 23
WK Sortino Ratio Rank: 22
WK Omega Ratio Rank: 22
WK Calmar Ratio Rank: 20
WK Martin Ratio Rank: 8

ZETA

ZETA Risk / Return Rank: 52
ZETA Sharpe Ratio Rank: 51
ZETA Sortino Ratio Rank: 55
ZETA Omega Ratio Rank: 52
ZETA Calmar Ratio Rank: 52
ZETA Martin Ratio Rank: 52

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WK vs. ZETA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Workiva Inc. (WK) and Zeta Global Holdings Corp. (ZETA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	WK	ZETA	Difference
Sharpe ratio Return per unit of total volatility	-0.41	0.24	-0.66
Sortino ratio Return per unit of downside risk	-0.38	0.95	-1.33
Omega ratio Gain probability vs. loss probability	0.95	1.11	-0.15
Calmar ratio Return relative to maximum drawdown	-0.63	0.39	-1.02
Martin ratio Return relative to average drawdown	-1.54	0.93	-2.47
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WK vs. ZETA - Sharpe Ratio Comparison

The current WK Sharpe Ratio is -0.41, which is lower than the ZETA Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of WK and ZETA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	WK	ZETA	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.41	0.24	-0.66
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.19	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.41	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.32	0.18	+0.15

Correlation

The correlation between WK and ZETA is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

WK vs. ZETA - Dividend Comparison

Neither WK nor ZETA has paid dividends to shareholders.

Tickers have no history of dividend payments

Drawdowns

WK vs. ZETA - Drawdown Comparison

The maximum WK drawdown since its inception was -64.20%, smaller than the maximum ZETA drawdown of -70.01%. Use the drawdown chart below to compare losses from any high point for WK and ZETA.

Drawdown Indicators

	WK	ZETA	Difference
Max Drawdown Largest peak-to-trough decline	-64.20%	-70.01%	+5.81%
Max Drawdown (1Y) Largest decline over 1 year	-38.28%	-40.37%	+2.09%
Max Drawdown (5Y) Largest decline over 5 years	-64.20%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-64.20%	—	—
Current Drawdown Current decline from peak	-62.93%	-56.67%	-6.26%
Average Drawdown Average peak-to-trough decline	-25.76%	-33.41%	+7.65%
Ulcer Index Depth and duration of drawdowns from previous peaks	15.75%	16.87%	-1.12%

Volatility

WK vs. ZETA - Volatility Comparison

The current volatility for Workiva Inc. (WK) is 8.28%, while Zeta Global Holdings Corp. (ZETA) has a volatility of 18.56%. This indicates that WK experiences smaller price fluctuations and is considered to be less risky than ZETA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WK	ZETA	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.28%	18.56%	-10.28%
Volatility (6M) Calculated over the trailing 6-month period	26.29%	49.43%	-23.14%
Volatility (1Y) Calculated over the trailing 1-year period	52.01%	72.64%	-20.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	45.23%	72.31%	-27.08%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	43.04%	72.31%	-29.27%

Financials

WK vs. ZETA - Profitability Comparison

The chart below illustrates the profitability comparison between Workiva Inc. and Zeta Global Holdings Corp. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

WK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Workiva Inc. reported a gross profit of 192.77M and revenue of 238.94M. Therefore, the gross margin over that period was 80.7%.

ZETA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Zeta Global Holdings Corp. reported a gross profit of 287.03M and revenue of 394.64M. Therefore, the gross margin over that period was 72.7%.

WK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Workiva Inc. reported an operating income of 7.86M and revenue of 238.94M, resulting in an operating margin of 3.3%.

ZETA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Zeta Global Holdings Corp. reported an operating income of 8.20M and revenue of 394.64M, resulting in an operating margin of 2.1%.

WK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Workiva Inc. reported a net income of 11.82M and revenue of 238.94M, resulting in a net margin of 5.0%.

ZETA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Zeta Global Holdings Corp. reported a net income of 6.54M and revenue of 394.64M, resulting in a net margin of 1.7%.