ZI vs. ZETA

Last updated Jun 3, 2026

ZI (ZoomInfo Technologies Inc.) and ZETA (Zeta Global Holdings Corp.) are both stocks. Both operate in the Software - Application industry within the Technology sector. Over the past 3 years, ZI returned -49.41%/yr vs 41.25%/yr for ZETA. At a 0.43 correlation, their price movements are largely independent.

Performance

ZI vs. ZETA - Performance Comparison

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

Returns By Period

In the year-to-date period, ZI achieves a -66.32% return, which is significantly lower than ZETA's 24.08% return.

ZI

• 1D: -10.34%
• 1M: -48.50%
• YTD: -66.32%
• 6M: -66.12%
• 1Y: -64.21%
• 3Y*: -49.41%
• 5Y*: -39.37%
• 10Y*: —

ZETA

• 1D: 0.12%
• 1M: 35.75%
• YTD: 24.08%
• 6M: 42.66%
• 1Y: 95.28%
• 3Y*: 41.25%
• 5Y*: —
• 10Y*: —

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

ZI vs. ZETA - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
ZI ZoomInfo Technologies Inc.	-66.32%	-3.24%	-43.16%	-38.59%	-53.10%	38.45%
ZETA Zeta Global Holdings Corp.	24.08%	13.12%	103.97%	7.96%	-2.97%	-5.29%

Correlation

The correlation between ZI and ZETA is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.54
Correlation (3Y) Calculated over the trailing 3-year period	0.40
Correlation (All Time) Calculated using the full available price history since Jun 11, 2021	0.43

The correlation between ZI and ZETA shifts across timeframes, from 0.40 (3 years) to 0.54 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

EPS ZI : $0.49 ZETA : -$0.14
PS Ratio ZI : 0.70 ZETA : 2.91
Total Revenue (TTM) ZI : $1.25B ZETA : $1.44B
Gross Profit (TTM) ZI : $1.05B ZETA : $881.70M
EBITDA (TTM) ZI : $215.30M ZETA : $50.09M

Return for Risk

ZI vs. ZETA — Risk / Return Rank

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

ZI

ZI Risk / Return Rank: 4
ZI Sharpe Ratio Rank: 4
ZI Sortino Ratio Rank: 4
ZI Omega Ratio Rank: 3
ZI Calmar Ratio Rank: 7
ZI Martin Ratio Rank: 1

ZETA

ZETA Risk / Return Rank: 76
ZETA Sharpe Ratio Rank: 78
ZETA Sortino Ratio Rank: 79
ZETA Omega Ratio Rank: 74
ZETA Calmar Ratio Rank: 77
ZETA Martin Ratio Rank: 74

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.

ZI vs. ZETA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ZoomInfo Technologies Inc. (ZI) 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.

	ZI	ZETA	Difference
Sharpe ratio Return per unit of total volatility	-1.06	1.31	-2.37
Sortino ratio Return per unit of downside risk	-1.64	2.27	-3.90
Omega ratio Gain probability vs. loss probability	0.77	1.26	-0.50
Calmar ratio Return relative to maximum drawdown	-0.87	2.28	-3.15
Martin ratio Return relative to average drawdown	-1.95	4.69	-6.64
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ZI vs. ZETA - Sharpe Ratio Comparison

The current ZI Sharpe Ratio is -1.06, which is lower than the ZETA Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of ZI and ZETA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	ZI	ZETA	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-1.06	1.31	-2.37
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.65	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.52	0.33	-0.84

Drawdowns

ZI vs. ZETA - Drawdown Comparison

The maximum ZI drawdown since its inception was -95.85%, which is greater than ZETA's maximum drawdown of -70.01%. Use the drawdown chart below to compare losses from any high point for ZI and ZETA.

Drawdown Indicators

	ZI	ZETA	Difference
Max Drawdown Largest peak-to-trough decline	-95.85%	-70.01%	-25.84%
Max Drawdown (1Y) Largest decline over 1 year	-73.69%	-40.37%	-33.32%
Max Drawdown (3Y) Largest decline over 3 years	-88.91%	-70.01%	-18.90%
Max Drawdown (5Y) Largest decline over 5 years	-95.85%	—	—
Current Drawdown Current decline from peak	-95.57%	-31.27%	-64.30%
Average Drawdown Average peak-to-trough decline	-57.89%	-34.03%	-23.86%
Ulcer Index Depth and duration of drawdowns from previous peaks	32.82%	19.66%	+13.16%

Volatility

ZI vs. ZETA - Volatility Comparison

ZoomInfo Technologies Inc. (ZI) has a higher volatility of 44.10% compared to Zeta Global Holdings Corp. (ZETA) at 22.27%. This indicates that ZI's price experiences larger fluctuations and is considered to be riskier than ZETA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ZI	ZETA	Difference
Volatility (1M) Calculated over the trailing 1-month period	44.10%	22.27%	+21.83%
Volatility (6M) Calculated over the trailing 6-month period	56.54%	47.60%	+8.94%
Volatility (1Y) Calculated over the trailing 1-year period	60.86%	73.06%	-12.20%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	60.77%	72.15%	-11.38%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	61.69%	72.15%	-10.46%

Dividends

ZI vs. ZETA - Dividend Comparison

Neither ZI nor ZETA has paid dividends to shareholders.

Tickers have no history of dividend payments

Financials

ZI vs. ZETA - Profitability Comparison

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

ZI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, ZoomInfo Technologies Inc. reported a gross profit of 259.20M and revenue of 310.20M. Therefore, the gross margin over that period was 83.6%.

ZETA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Zeta Global Holdings Corp. reported a gross profit of 233.86M and revenue of 396.30M. Therefore, the gross margin over that period was 59.0%.

ZI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, ZoomInfo Technologies Inc. reported an operating income of 57.90M and revenue of 310.20M, resulting in an operating margin of 18.7%.

ZETA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Zeta Global Holdings Corp. reported an operating income of -18.84M and revenue of 396.30M, resulting in an operating margin of -4.8%.

ZI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, ZoomInfo Technologies Inc. reported a net income of 29.30M and revenue of 310.20M, resulting in a net margin of 9.5%.

ZETA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Zeta Global Holdings Corp. reported a net income of -13.25M and revenue of 396.30M, resulting in a net margin of -3.3%.

Frequently Asked Questions

Can I hold both ZI and ZETA in my portfolio?

ZI and ZETA have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ZI or ZETA?

ZI has higher volatility (44.10%) compared to ZETA (22.27%). In terms of maximum drawdown, ZI dropped -95.85% vs ZETA's -70.01%.

Which has better risk-adjusted returns?

ZETA currently has the higher Sharpe Ratio (1.31 vs -1.06), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.