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The analysis compares the revenue growth and operating margin trends of APP and ZETA. APP shows accelerating revenue growth, recovering from a previous deceleration and aiming to reach a trillion-dollar annual revenue. Its operating margin has dramatically improved from -1.7% to 75.8% over the last few years. Conversely, ZETA's revenue growth has decelerated, and its operating margin has also declined significantly, from 50.2% to 0.4% in the most recent trailing twelve months. Valuation-wise, APP is trading at a premium P/E multiple, near its historical highs, while ZETA is trading at a discount, below its fair value as per the discounted cash flow model. Based on these metrics, ZETA appears to be the more attractive investment due to its undervaluation and potential for margin expansion, whereas APP's premium valuation might limit its upside potential.