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← CockpitCompetitor Analysis › ZIP ZipRecruiter, Inc. Class AOpen in the cockpit ↗

ZipRecruiter, Inc. Class AZIPCompetitor analysis, valuation and peers

United States · USD·Information Technology›Internet Software/Services
Momentum weak 33
Mkt cap
$309M
US dollars, full cap
Free float
93%
of shares outstanding
$/day
$2.87M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-7.1 pp
WACC 9.3%
Hurdle
+44 pp
Req g minus delivered
Next earnings
3 days
9 Nov 2026
Close · USD$3.76
1D+1.1%
1W-10.5%
1M-5.5%
3M-25.4%
6M+3.9%
YTD-3.6%
1Y-7.6%
ATR %8.3%
Beta2.24
52w lowhigh33.0% off high

What ZipRecruiter does

Employees: 800

ZipRecruiter at a glance

Size ZipRecruiter (ZIP) is a United States Information Technology company (Internet Software/Services) with a market value of $309M, the 3092nd largest of 3,117 United States companies the cockpit tracks. Shares closed at $3.76 on 6 Nov 2026.

Performance Over six months the shares gained 3.9%, against -6.7% for the median peer and -1.1% for the United States market (cap-weighted) — 7th highest of 21 in its peer set.

Growth Revenue grew 0.4% over the last twelve months (peer median +8.4%); the operating margin is 0.3% (peer median 2.6%).

Valuation It trades at 0.9× enterprise value to sales against a peer median of 3.1× (6th cheapest of 18).

Price implies For today's price to make sense, revenue must grow about 45% a year for seven years (Req g). Recent delivered growth is +1%, so the hurdle is +44 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 7.1 points below its cost of capital (9.3% WACC).

Short interest Short interest is 4.7% of the free float (15 Oct 2026).

Next results Next results expected around 9 Nov 2026 (exchange calendar; dates can move).

Relative performance

8010012014011 May 202611 Aug 20266 Nov 2026ZIP 109Peer median 92
Six months, rebased to 100: ZipRecruiter against the median of its 20 peers (local-currency closes).

ZipRecruiter financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$452M$449M$474M$646M$905M
Revenue growth—-5%-27%-29%—
Gross profit$403M$401M$416M$574M$818M
EBITDA$13.6M-$6.90M$13.6M$98.7M$108M
Net income$28.0M-$33.0M-$12.9M$49.1M$61.5M
Free cash flow$21.4M$9.88M$44.8M$102M$126M
Capital expenditure$7.18M$7.47M$9.53M$10.7M$10.5M
Total debt$265M$558M$553M$556M$560M

Quarterly statements and history in the cockpit →

ZipRecruiter competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%0%+50%-25%0%+25%66083009375243301299SOHUPERI34913009876183GIBO7366TBLAJUSTDIAL26874819SDRJMIACARSZIP6-month return →1-month return →
Up and to the right = strong over both horizons. ZipRecruiter is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%0×2.5×5×7.5×66083009375243301299PERI349130098761837366232600209526874819SDRJMIACARSZIPRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. ZipRecruiter is the large dot.

Capital: growth delivered against growth the price implies

0%+200%+400%+600%+800%0%250%500%750%5243301299PERI7366TBLAZIPGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. ZipRecruiter is the large dot.

ZipRecruiter competitors and peer comparison

How ZipRecruiter compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

ZipRecruiter against its 20 peers (data as of 6 Nov 2026)
MeasureZIPPeer medianRank in peer set
1-month return-5.5%-0.9%8th lowest of 21
6-month return+3.9%-6.7%7th highest of 21
Distance from 52-week high-33.0%-36.4%9th highest of 21
Revenue growth (TTM)+0.4%+8.4%5th lowest of 21
Operating margin0.3%2.6%9th lowest of 20
EV / Sales0.9×3.1×6th cheapest of 18
Growth the price implies (Req g, 7 yrs)45.4%8.9%most demanding of 13
Growth delivered (Del g)+1.4%+9.7%lowest of 13
Hurdle (Req g minus delivered)+44.0 pp-2.5 ppmost demanding of 13
ROIC minus cost of capital-7.1 pp-5.4 pp7th lowest of 15
Net debt / EBITDA6.7×-2.8×most indebted of 12

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
ZipRecruiter ZIPUnited States$309M+4%0%0%0.9×45.4%+1.4%
Bairong 6608.HKHong Kong$311M-27%-29%-26%0.1×n/an/a
Sichuan Hezong Medicine Easy-to-buy Pharmaceutical 300937.SZChina$304M-24%+4%0%0.5×n/an/a
note 5243.TJapan$315M+5%+32%19%8.1×18.7%+22.1%
Sublime China Information 301299.SZChina$318M-35%+10%19%5.5×9.0%+10.4%
Sohu.com Limited Sponsored ADR SOHUUnited States$361M-12%+9%-7%n/an/an/a
Perion Network PERIUnited States$370M+3%+3%-4%0.3×-19.5%+6.0%
GA technologies 3491.TJapan$375M-6%+28%2%0.3×n/an/a
Sichuan Newsnet Media (Group) 300987.SZChina$386M-13%-13%3%7.1×16.2%+9.6%
Trade-Van Information Services 6183.TWTaiwan$406M-3%+8%26%3.8×-4.7%+7.7%
GIBO GIBOUnited States$428M+412%-100%n/an/an/an/a
LITALICO 7366.TJapan$455M+67%+17%13%2.2×8.8%+107.1%
Digital Arts 2326.TJapan$461M-8%+17%47%3.8×-10.9%+9.7%
Taboola.com TBLAUnited States$540M-62%+2%4%0.3×-7.3%+753.1%
Zhejiang NetSun 002095.SZChina$583M-5%-2%-2%6.0×20.0%+6.6%
Just Dial JUSTDIAL.NSIndia$610M+24%+9%25%n/an/an/a
Shanghai Able Digital Science&Tech 2687.HKHong Kong$612M-50%+19%10%4.2×n/an/a
Digital Garage 4819.TJapan$654M-10%+4%-6%2.1×30.0%+7.1%
SiteMinder SDR.AXAustralia$666M+14%+19%-2%3.5×21.9%+21.4%
Jumia Technologies AG Sponsored ADR JMIAUnited States$676M-29%+27%-27%3.1×n/an/a
Cars.com CARSUnited States$715M+14%+1%11%1.6×5.7%+5.7%

Questions

Which companies are ZipRecruiter's closest peers?
The cockpit's peer set: Bairong (6608.HK), Sichuan Hezong Medicine Easy-to-buy Pharmaceutical (300937.SZ), note (5243.T), Sublime China Information (301299.SZ), Sohu.com Limited Sponsored ADR (SOHU), Perion Network (PERI), GA technologies (3491.T), Sichuan Newsnet Media (Group) (300987.SZ).
Is ZipRecruiter expensive compared with its peers?
On ev / sales it trades at 0.9× against a peer median of 3.1×, 6th cheapest of 18 in its peer set. For today's price to make sense, revenue must grow about 45% a year for seven years (Req g). Recent delivered growth is +1%, so the hurdle is +44 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has ZipRecruiter stock performed?
Over six months to 6 Nov 2026 the shares returned +3.9% against -6.7% for the median peer; over one year -7.6%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.