ZIP
ZipRecruiter, Inc.

ZipRecruiter, Inc.ZIP

Communication Services · Internet Content & Information
4.46USD
-1.33%
Oct 28, 2026
ZIP overview ready
U.S.-Focused Online Marketplace Driving Employer Job-Posting and Candidate Matching
ZIP is a direct, U.S.-focused online employment-marketplace exposure whose employer revenue is tied to job-posting, recruiting, and candidate-matching activity.
Narrative is still early
Exposed to the Labor-Market Hiring Normalization narrative through Digital Recruitment Marketplaces — pure play.
Advancing price action
Longer-term context reads early recovery, with a near-term setup of daily advance.
Fair valuation
The price broadly reflects the cash the business actually produces, with upside and risk reasonably balanced.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Decline in job market activity reducing demand.
Market Oct 27Filing Jun 30Price action Aug 9Research Jul 29

Conviction Level

CompanyFit6.0PriceAction9.1Valuation4.7CompanyPosition7.3BusinessQuality5.4

Conviction uses Company Fit, Price Action, Valuation, Business Quality. Company Position is research context, not an input.

Theme leadershipGroup context · not a Conviction input
vs SPY
+16.1pp
Theme return
+16.7%
Beating SPY
5 of 5
21 sessions to Oct 27, 2026 · ranked 9 of 59 themes
Price
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Price Action

Advancing price action
Longer-term context reads early recovery, with a near-term setup of daily advance.
EntryConstructive

Structure is constructive on both timeframes without excessive extension — a reasonable entry location.

Key Financials

Market Cap
$318.3M
Avg Volume (60D)
714.9K
60 sessions
Revenue Growth YoY
-5.3%
FY2025 vs FY2024
Gross Margin
+89.1%
Trailing twelve months
Operating Margin
+0.3%
Trailing twelve months
Free Cash Flow Yield
+6.7%
P/E
11.4x
EV / EBITDA
29.3x
EV / Sales
0.9x
Market metrics as of Oct 27, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Two of the three valuation perspectives say fair; peers is the dissenting view.
ZipRecruiter, Inc. has a Fair valuation stance because the price broadly reflects the cash the business actually produces, with upside and risk reasonably balanced.

Company Research

Thesis
ZIP is a direct, U.S.-focused online employment-marketplace exposure whose employer revenue is tied to job-posting, recruiting, and candidate-matching activity.
Opportunity
Limited opportunity
Employer spending on digital job advertising, candidate sourcing, and algorithmic matching as hiring demand stabilizes or recovers from a subdued cycle.
Key risk
Decline in job market activity reducing demand.

Economic classification

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Business & Markets

Communication Services · Internet Content & Information
What they do

ZipRecruiter operates an online marketplace that connects job seekers and employers by enabling employers to post jobs and job seekers to apply with a single click.

How it earns

The company generates revenue primarily through subscription and transactional fees charged to employers for job postings and access to recruitment features.

Products & services
Online job postings
Applicant tracking and matching features
Customers & end markets
Employers
Job seekers
Market position

ZipRecruiter is a challenger in the online recruitment marketplace competing with established job boards and recruitment platforms.

Demand drivers
Medium cyclicality

Demand for recruitment services tends to fluctuate with economic cycles and labor market conditions.