ZipRecruiter, Inc. (ZIP) AI Stock Analysis

ZipRecruiter, Inc. operates an online marketplace designed to connect job seekers and employers. Its two-sided platform enables employers to post job vacancies and access hiring tools that simplify recruiting. Job seekers utilize features such as single-click applications to navigate employment opportunities across multiple sectors. Founded in 2010 and based in Santa Monica, California, the company applies technology to match qualified candidates with available roles. ZipRecruiter focuses on platform capabilities, efficiency, and strategic partnerships across the digital employment ecosystem.

Between FY2021 and FY2025, ZipRecruiter generated a 5-year revenue compound annual growth rate of 1.4%. After peaking at $904.6M in FY2022, revenue declined 28.6% in FY2023, fell 26.6% in FY2024, and dropped 5.3% to $449.0M in FY2025. Annual net income shifted from a profit of $61.5M in FY2022 to net losses of -$12.9M in FY2024 and -$33.0M in FY2025, with FY2025 operating margin reaching -4.3%. Gross margin remained consistent at 89.2% in FY2025 compared to 89.3% in FY2021. In the latest quarter ended June 30, 2026, revenue increased 5.2% year-over-year, while quarterly earnings declined 50.0%.

As of June 30, 2026, ZipRecruiter held $173.8M in cash and short-term investments alongside total debt of $265.0M, resulting in net debt of $91.2M. The company reported a current ratio of 3.03, total assets of $321.3M, and negative shareholders' equity of -$33.8M. Operating cash flow fell to $11.0M in FY2025 from $45.7M in FY2024, leaving free cash flow of $9.9M. In FY2025, capital expenditures were $1.1M, and the firm deployed $102.1M toward share buybacks, contributing to a 34.6% reduction in share count over 5 years.

At a market capitalization of $362.6M and enterprise value of $385.6M, ZipRecruiter trades at a trailing price-to-earnings ratio of 13.4x, below the 16.2x median of its US-listed Communication Services peers. Its forward P/E of 17.0x is above the peer median of 14.1x, while its EV-to-EBITDA multiple of 4.4x sits well below the peer median of 10.0x. Over the past year, ZIP delivered a return of 2.3%, trailing the 16.8% gain for the S&P 500 (SPY). Over a 5-year period, ZIP shares declined 83.7% against an 83.0% gain for the benchmark index.

Wall Street coverage consists of 1 Strong Buy and 4 Hold ratings, with no Buy, Sell, or Strong Sell recommendations. The mean price target of $4.75 implies 7.7% upside compared to the last close of $4.41. For the current fiscal year ending December 31, 2026, consensus estimates project revenue of $462.3M and EPS of $0.50, reflecting 205.8% EPS growth. Over the last 4 quarters, ZipRecruiter beat EPS estimates 3 times. The next earnings date is scheduled for November 4, 2026.

This page is an AI-written research summary of ZipRecruiter, Inc. (ZIP). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: ZIP income statement, ZIP balance sheet, ZIP key metrics, ZIP analyst forecast, ZIP chart. See the ZIP stock overview for the latest quote and news.