Aug. 25 at 1:01 PM
$ZETA
"Zeta may not be the easiest stock to hold, but the numbers tell a pretty different story than the sentiment.
You’ve got a business with roughly
$170 million of net cash, a free cash flow profile that’s already solid and still growing, and a setup where 20%+ growth into 2026 doesn’t feel like a stretch. At 26x forward free cash flow, I don’t see that as expensive given the operating leverage here and the PEG ratio sitting comfortably below 1.5x.
Are there risks? Of course—competition is fierce, and sustaining 20% growth at this scale isn’t trivial.
But when I weigh the balance sheet strength, the free cash flow trajectory, and the valuation against the current lack of enthusiasm, it feels like the type of asymmetric setup"
https://seekingalpha.com/article/4816422-zeta-undervalued-in-crowded-market
