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Ziprecruiter, Inc. (ZIP) stock

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NYSE: ZIP NYSE Interactive Media & Services Next results ~November 9, 2026

C+ Fundamentals grade

Ziprecruiter, Inc. is a US-listed company in the interactive media & services industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

~$1.1

Cash-flow model

Base case. Range ~$0.5–$1.8 across our lower- and higher-growth cases (-1%–9% a year).

Price vs value

Overvalued

The price is above our entire value range; our base value is 75% below it.

Price used: $4.28, November 2, 2026

Ziprecruiter, Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 6 selling0 purchases and 68 sales by directors and officers, last 12 monthsInsider trades
  • Funds80 adding, 47 cuttingOf 21 active managers that changed their stake, 12 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Ziprecruiter files

Where Ziprecruiter stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $452m, up 0.4% on a year earlier, against a decline of 3.3% a quarter earlier. Free-cash-flow margin held at 4.7%. Operating margin widened to 0.3% from -5.7%. The diluted share count is down 11.5% on a year earlier, which lifts each remaining share. Against its peers on growth, profitability, cash generation and balance sheet, it grades C+. It passes 1 of our 5 financial-health checks.

Source: 10-Q filed August 5, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 9, 2026 (estimated)

Ziprecruiter, Inc.'s trailing-twelve-month revenue grew 0.4% year on year, with a free-cash-flow margin of 4.7%. Where it stands out: change in share count of -11.5% ranks 6 of 55 interactive media & services companies we cover. Where it lags: long-term debt as % of assets of 78.8% ranks 30 of 32 interactive media & services companies we cover.

Our discounted-cash-flow model values the business at ~$1.1 per share in the base case (~$0.5–$1.8 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Revenue growth accelerating: TTM revenue growth rose to 0.4% (+3.7pp vs the prior quarter).

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Growth speeding up. The growth rate is 3.7 points higher than a quarter earlier.
  • Margins widening. Operating margin is up 6.0 points on a year ago.
  • Shrinking share count. Diluted shares fell 11.5% in a year, so each share owns more of the business.

Things to watch

  • Results due soon. Results are expected around 4 November; the share price can move sharply on the day.
  • Priced above our value. The share price of $4.28 is 75% above our value per share of $1.
  • Volatile shares. Over the past year the shares showed annualised volatility of 90% and a beta of 1.9 against the S&P 500.
  • Weak cash conversion. Free cash flow was 76% of net income over the last 12 months.
  • Below peers: long-term debt as % of assets. Long-term debt as % of assets of 78.8% ranks 30 of 32 interactive media & services companies we cover (median 16.9%).
  • Estimates being cut. Analysts' consensus for next year's earnings per share has fallen 70.0% over 90 days.

Latest results: FY2026 Q2

Filed August 5, 2026
Earnings per share
$0.07 against an average estimate of $0.09: missed by 23.8%
Revenue
$118m, up 5.2% on a year earlier
Share reaction
+4.2% in the first session after the results on August 5, 2026, against -0.4% for the S&P 500
Next report
November 9, 2026; average EPS estimate $0.01

Ziprecruiter's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+1.9%
  • 1 week-5.3%
  • 1 month+20.6%
  • This year+9.7%
  • 1 year-8.0%
  • 5 years-84.7%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$452M
Operating margin
0.3%
Net margin
6.2%
EPS (TTM, diluted)
$0.33

Growth

Revenue growth
+0.4%
Change in growth rate
+3.7 pts
Share count change
−11.5%

Cash

Free cash flow (TTM)
$21.4M
FCF margin
4.7%
Stock pay % of revenue
8.0%

Earnings

Last results
August 5, 2026
Next results (est.)
November 4, 2026

News & updates

Updated November 3, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Leadership
  2. Results
  3. Leadership

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Ziprecruiter, Inc. valuation models and calculator

What the price is pricing in

The share price implies about 20.2% a year of cash-flow growth for five years.That is faster than the -9.4% a year revenue growth Ziprecruiter has delivered.

Read with care: free cash flow has swung sharply in the past year (often a one-off tax, legal or working-capital item), so the cash-flow base behind this reading may be unusually low or high.

  • Priced in20.2%
  • Last 12 months0.4%
  • 3 years a year-17.0%
  • 5 years a year-9.4%

Our cash-flow model with every input fixed except growth over the next five years, solved for the growth at which the model value equals the share price ($4.17, Nov 3, 2026). Cash-flow growth then fades to 2.5% a year; discount rate 8.5%. Delivered figures are revenue growth from SEC filings. This is a model exercise, not investment advice or a forecast of the share price. All companies

Fundamentalytics rating

model v1.6 · 2026-11-03
Sell12-month view
12-month price target
~$1.1
Price used
$4.17close November 3, 2026
Implied change
▼ 75%
Uncertainty
High

How we got here: a discounted-cash-flow model of Ziprecruiter, Inc.'s free cash flow after stock-based pay with after-tax interest added back ($8.2M, FY2026 Q2 TTM), growing 4.5% and 4.2% in the next two years (forecasts, guidance and its record), then back to 4% by year five, and fading to 2.5%, discounted at 8.5%. Lower and higher growth cases span ~$0.5–~$1.8 ; that spread sets a 35% margin before we rate Buy or Sell.

Produced by Fundamentalytics' automated valuation model on November 3, 2026, using delayed market prices. Rating meanings, methodology and conflicts: recommendations disclosure and research disclaimer. General research, not personal advice — it does not consider your circumstances. Prices can fall as well as rise.

Our value per share comes from a discounted-cash-flow model of Ziprecruiter, Inc.'s free cash flow after stock-based pay ( $8.2M, FY2026 Q2 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.

Valuation models

We value Ziprecruiter, Inc. as an operating company, with every model that fits that kind of business. Cost of equity 10.4%: the 10-year Treasury yield (4.9%) plus a beta of 1.21 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. ~$1.1 ~$0.5–$1.8 Primary model, counts double
Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. ~$0.6 ~$2.4–$7.5 Left out: out of range vs price (0.13x)
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: book value or earnings not available
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: return on equity is not positive
Combined value Weighted average of the models that apply: the primary model (cash-flow model (dcf)) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$1.1 ~$0.5–$1.8 1 model

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Ziprecruiter, Inc. with Interactive Media & Services in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

What moves the value

  • Revenue growth 5 points lower ▼ −28%
  • Revenue growth 5 points higher ▲ +37%
  • Free-cash-flow margin 1 point lower ▼ −11%
  • Last year's free-cash-flow margin change, if it persists ▲ +0%
  • Discount rate 1 point higher ▼ −16%
Value per share under different assumptions
Discount rate ↓ / growth → −5% growth0% growth5% growth10% growth15% growth20% growth
7% $1$1$2$3$4$6
8.5% $0$1$1$2$3$4
10% —$0$1$1$2$3

Valuation multiples over time Market data may be delayed

At fiscal year end 20212022202320242025Now
Share price$24.94$16.42$13.90$7.24$3.90$4.28
Market value$2.9bn$2.0bn$1.5bn$714m$350m$361m
+ Net debt (− = net cash)−$255m$314m$260m$325m$357m$124m
Enterprise value$2.6bn$2.3bn$1.7bn$1.0bn$707m$484m
Multiples
Price / sales 3.9x2.2x2.3x1.5x0.8x0.8x
Price / earnings n/m32.4x29.9x——12.9x
Price / free cash flow 20.9x15.8x14.4x15.9x35.5x16.9x
EV / EBITDA n/m21.4x19.0x76.7x—35.7x

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

67 /100

Moderate moat

How hard Ziprecruiter's competitive advantage looks for rivals to wear away, judged from 6 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 20 / 20

    Cash operating profit has been a median 26.0% of total assets over 5 years.

  • Pricing power 20 / 20

    Gross margin has been a median 89.7%, moving by 0.9 percentage points (standard deviation) across 6 years.

  • Durability 0 / 20

    Operating margin has been a median 4.8%; its worst year was -5.7%.

  • Cash conversion 18 / 20

    Free cash flow was positive in 6 of 6 years, at a median 15.1% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (72 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 9, 2026, after the close. Analysts expect revenue of $121m and EPS of $0.01 (range −$0.09 to $0.12) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $0.50 +206% $462m +3%
Next $0.14 −71% $486m +5%

Next year's EPS estimate has moved −70.0% in 90 days, across 2 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +8.6% on 90 days ago. In the last 30 days, 1 analyst raised Ziprecruiter, Inc.'s forecast and 0 cut it.

Consensus EPS forecast Ziprecruiter, Inc., last 90 days
$0.00 $0.20 $0.40 $0.60 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $0.46 Current fiscal year, 60 days ago: $0.50 Current fiscal year, 30 days ago: $0.50 Current fiscal year, 7 days ago: $0.50 Current fiscal year, Now: $0.50 $0.50 Next fiscal year, 90 days ago: $0.48 Next fiscal year, 60 days ago: $0.14 Next fiscal year, 30 days ago: $0.14 Next fiscal year, 7 days ago: $0.14 Next fiscal year, Now: $0.14 $0.14

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $0.46$0.48
60 days ago $0.50$0.14
30 days ago $0.50$0.14
7 days ago $0.50$0.14
Now $0.50$0.14

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $0.09 $0.07 −23.8%
Mar 2026 −$0.01 $0.03 +624.0%
Dec 2025 $0.10 $0.10 +3.5%
Sept 2025 $0.01 $0.01 +15.3%

Adjusted EPS as companies report it, against the average analyst estimate.

How our valuation uses these forecasts

Our cash-flow model grows Ziprecruiter, Inc.'s revenue by +4.5% next year and +4.2% the year after, then fades back toward its own record by year five. Next year's rate weighs analysts' consensus (+4.9%, weight 56%) and the company's own record (+4.0%, weight 44%) . How the weights are set.

Analyst recommendations

5 analysts, Oct 2026
Buy120%
Hold480%
Sell00%

Monthly trend

  1. Oct 2026145
  2. Sep 2026145
  3. Aug 2026145
  4. Jul 2026145

Counts of recommendations published by analysts covering Ziprecruiter, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
4.8%
of tradable shares
Days to cover
5.12
at average volume
Short interest, 1 month
+7%
to October 15, 2026
Held by institutions
78%
of shares
Held by insiders
4.7%
of shares
Employees
800
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Recent prices are available. Older price history and the statistics that need it are being loaded in the background.

What moved the share price

Last 12 months −8.0%

$4.65 on October 31, 2025 to $4.28

ThenNowEffect
Revenue (last 12 months) $450m $452m +0.4%
P/S multiple 1.0x 0.8x −18.9%
Share count 95m 84m +13.0%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

Last 3 years −63.6%

$11.75 on November 3, 2023 to $4.28

ThenNowEffect
Revenue (last 12 months) $792m $452m −42.9%
Net margin 7.5% 6.2% −17.3%
P/E multiple 22.3x 12.9x −42.2%
Share count 112m 84m +33.4%

Biggest factor: revenue.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 20222023202420252026 to date
Return
ZIP−34%−15%−48%−46%+10%
Industry peers (median)−54%−2%−19%−7%−27%
S&P 500−18%+26%+25%+18%+11%
Months that ended higher
ZIP25%50%25%42%73%
S&P 50042%67%75%75%46%
Largest fall from a high during the year
ZIP−42%−57%−54%−57%−57%
S&P 500−25%−10%−8%−19%−9%

Worst fall since May 26, 2021: 95% from November 16, 2021 to February 12, 2026. Getting back needed a 1802% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$1.69 – $5.49
From 52-week high
−22.0%
vs 50-day average
+5.0%
vs 200-day average
+27.5%
Volatility (1 year)
91%
Beta vs S&P 500
1.94

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
5 up, 7 down
typical move ±11.2%
After a week
7 up, 5 down
typical move ±10.2%
After a month
6 up, 6 down
typical move ±16.0%
Results releasedNext dayS&P 500 next day5 days21 days
August 5, 2026 +4.2% −0.4% +9.6% −6.7%
May 7, 2026 +16.0% +0.5% +16.0% +2.9%
February 25, 2026 −23.5% +0.3% −16.3% −27.1%
November 5, 2025 +4.1% −0.7% +16.1% +30.7%
August 11, 2025 −3.3% +0.9% +10.5% +18.5%
May 8, 2025 −18.0% +0.6% −0.2% +19.7%
February 25, 2025 −18.8% −0.4% −16.5% −11.9%
November 6, 2024 +18.7% +3.3% +8.0% −12.8%
August 7, 2024 +7.0% +1.6% +5.6% +18.3%
May 9, 2024 −11.6% +0.7% −8.7% −12.8%
February 22, 2024 −7.2% +2.1% −8.9% −15.3%
November 8, 2023 −2.0% −0.7% +6.5% +15.5%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Options strategies

All options ideas

How Ziprecruiter, Inc.’s listed options are priced, and three ways to use them that follow from our valuation. Quotes are delayed, read November 2, 2026. Check the live chain at your broker before trading.

Cash-secured put

Not offered: rated Sell.

We suggest selling a put only on well-rated companies, at a strike where the price you would pay if assigned (strike less premium) is at or below our fair value.

Covered call

Not offered: no liquid call at or above our price target — the model says the upside is worth more than any listed strike.

For holders: sell a call at a strike at or above our fair value, so the shares are only sold at a price the model calls full value.

Collar

Not offered: no liquid put and call pair for the same expiry.

For holders of a stock trading at or above our fair value: buy a put for a floor and sell a call to pay for it.

General research, not personal advice. Options can lose you more than you expect and are not suitable for everyone: put sellers can be made to buy shares that keep falling, call sellers give up gains above the strike, and results or news can move prices sharply. Chances shown are approximations from each option’s delta. Spreads, fees and early assignment are not modelled.

Ziprecruiter, Inc. in five measures

Fundamentals grade C+
Growth Profitability Cash Balance sheet Value

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Ziprecruiter, Inc.
$400M $500M $600M $700M $800M FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $720.3M Revenue (TTM), FY23 Q4: $645.7M Revenue (TTM), FY24 Q1: $584.2M Revenue (TTM), FY24 Q2: $537.4M Revenue (TTM), FY24 Q3: $498.9M Revenue (TTM), FY24 Q4: $474M Revenue (TTM), FY25 Q1: $461.8M Revenue (TTM), FY25 Q2: $450.4M Revenue (TTM), FY25 Q3: $448.3M Revenue (TTM), FY25 Q4: $449M Revenue (TTM), FY26 Q1: $446.4M Revenue (TTM), FY26 Q2: $452.3M $452.3M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $720.3M
FY23 Q4 $645.7M
FY24 Q1 $584.2M
FY24 Q2 $537.4M
FY24 Q3 $498.9M
FY24 Q4 $474M
FY25 Q1 $461.8M
FY25 Q2 $450.4M
FY25 Q3 $448.3M
FY25 Q4 $449M
FY26 Q1 $446.4M
FY26 Q2 $452.3M
Revenue growth, TTM YoY Ziprecruiter, Inc.
-40% -30% -20% -10% 0% 10% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: -21.2% Revenue growth, TTM YoY, FY23 Q4: -28.6% Revenue growth, TTM YoY, FY24 Q1: -32.2% Revenue growth, TTM YoY, FY24 Q2: -32.1% Revenue growth, TTM YoY, FY24 Q3: -30.7% Revenue growth, TTM YoY, FY24 Q4: -26.6% Revenue growth, TTM YoY, FY25 Q1: -20.9% Revenue growth, TTM YoY, FY25 Q2: -16.2% Revenue growth, TTM YoY, FY25 Q3: -10.1% Revenue growth, TTM YoY, FY25 Q4: -5.3% Revenue growth, TTM YoY, FY26 Q1: -3.3% Revenue growth, TTM YoY, FY26 Q2: 0.4% 0.4%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 -21.2%
FY23 Q4 -28.6%
FY24 Q1 -32.2%
FY24 Q2 -32.1%
FY24 Q3 -30.7%
FY24 Q4 -26.6%
FY25 Q1 -20.9%
FY25 Q2 -16.2%
FY25 Q3 -10.1%
FY25 Q4 -5.3%
FY26 Q1 -3.3%
FY26 Q2 0.4%
Operating margin (TTM) Ziprecruiter, Inc.
-10% -5% 0% 5% 10% 15% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: 13.1% Operating margin (TTM), FY23 Q4: 12.3% Operating margin (TTM), FY24 Q1: 11.6% Operating margin (TTM), FY24 Q2: 10.1% Operating margin (TTM), FY24 Q3: 3.7% Operating margin (TTM), FY24 Q4: 0.3% Operating margin (TTM), FY25 Q1: -2.1% Operating margin (TTM), FY25 Q2: -5.7% Operating margin (TTM), FY25 Q3: -6.1% Operating margin (TTM), FY25 Q4: -4.3% Operating margin (TTM), FY26 Q1: -2.1% Operating margin (TTM), FY26 Q2: 0.3% 0.3%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 13.1%
FY23 Q4 12.3%
FY24 Q1 11.6%
FY24 Q2 10.1%
FY24 Q3 3.7%
FY24 Q4 0.3%
FY25 Q1 -2.1%
FY25 Q2 -5.7%
FY25 Q3 -6.1%
FY25 Q4 -4.3%
FY26 Q1 -2.1%
FY26 Q2 0.3%
FCF margin (TTM) Ziprecruiter, Inc.
0% 5% 10% 15% 20% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: 15.5% FCF margin (TTM), FY23 Q4: 15.8% FCF margin (TTM), FY24 Q1: 16.8% FCF margin (TTM), FY24 Q2: 16.2% FCF margin (TTM), FY24 Q3: 13.4% FCF margin (TTM), FY24 Q4: 9.5% FCF margin (TTM), FY25 Q1: 7.1% FCF margin (TTM), FY25 Q2: 4.7% FCF margin (TTM), FY25 Q3: 3.2% FCF margin (TTM), FY25 Q4: 2.2% FCF margin (TTM), FY26 Q1: 3.7% FCF margin (TTM), FY26 Q2: 4.7% 4.7%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 15.5%
FY23 Q4 15.8%
FY24 Q1 16.8%
FY24 Q2 16.2%
FY24 Q3 13.4%
FY24 Q4 9.5%
FY25 Q1 7.1%
FY25 Q2 4.7%
FY25 Q3 3.2%
FY25 Q4 2.2%
FY26 Q1 3.7%
FY26 Q2 4.7%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 430 418 741 905 646 474 449 452
Gross profit 375 364 662 818 581 424 401 403
EBITDA 3 74 1 108 91 14 −7 14
Operating income −6 64 −8 97 79 1 −19 2
Net income −6 86 4 61 49 −13 −33 28
Diluted EPS −$0.13 $0.70 $0.02 $0.51 $0.46 −$0.13 −$0.37 $0.33
Growth (year on year)
Revenue — −2.7% +77.2% +22.1% −28.6% −26.6% −5.3% +0.4%
EBITDA — — −98.6% — −15.6% −85.1% −150.9% —
Operating income — — −113.0% — −18.3% −98.4% — —
Net income — — −95.8% — −20.2% −126.2% — —
Diluted EPS — — −97.1% — −9.8% −128.3% — —
Margins
Gross margin 87.2% 87.0% 89.3% 90.5% 90.0% 89.4% 89.2% 89.1%
EBITDA margin 0.6% 17.8% 0.1% 11.9% 14.1% 2.9% −1.5% 3.0%
Operating margin −1.5% 15.4% −1.1% 10.7% 12.3% 0.3% −4.3% 0.3%
Net margin −1.5% 20.6% 0.5% 6.8% 7.6% −2.7% −7.3% 6.2%
Free-cash-flow margin −1.1% 20.7% 18.6% 13.9% 15.8% 9.5% 2.2% 4.7%
Cash flow
Cash from operations −2 88 144 129 103 46 11 22
Capital spending 3 1 6 3 1 1 1 1
Free cash flow −5 87 138 126 102 45 10 21
Stock-based pay 7 6 107 77 84 64 48 36
Free cash flow after stock pay −11 81 31 49 18 −20 −38 −15
Balance sheet
Cash 36 115 255 227 283 218 188 130
Total debt 0 25 0 542 543 544 545 253
Net debt (negative = net cash) −36 −89 −255 314 260 325 357 124
Diluted shares 79m 94m 115m 121m 106m 99m 90m 84m
Returned to shareholders
Buybacks 0 19 3 339 148 40 102 28
Total returned 0 19 3 339 148 40 102 28

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

1 of 5 checks passed · June 30, 2026
What it owns · $321m
Short-term assets $216mLonger-term assets $106m
What it owes, and who funded it · $355m
Short-term liabilities $71mLonger-term liabilities $284mShareholders' equity $-34m
  • Short-term assets cover short-term liabilities $216m of assets due within a year against $71m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $216m short-term assets against $284m of longer-dated liabilities.
  • More cash than debt $130m of cash against $253m of debt.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt $22m of operating cash flow against $253m of debt.
  • Operating profit covers interest at least five times over Operating income of $2m against $29m of interest.

From Ziprecruiter, Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2026 Q2 TTM
Buybacks (TTM)
$27.5M
Returned to shareholders
129%
of free cash flow
Buybacks, last 3 fiscal years
$290M
Diluted share count
−11.5%
year over year
Total shareholder yield
9.0%
dividends 0.0% + buybacks 9.0% of market value
R&D spending
24.7%
of revenue
Days sales outstanding
21 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in interactive media & services
Last 12 months unless stated ZIP SOGP TTGT CCG GRPN GRND Median
Revenue, last 12 months $452m $432m $485m $419m $497m $510m $615m
Revenue growth, last 12 months 0.4% 52.9% 25.3% −13.2% 2.0% 32.4% 2.4%
Revenue growth, 3-year average −17.0% — — — −2.9% 31.9% 5.0%
Revenue growth, latest quarter 5.2% — −3.2% — −0.8% 32.5% 2.4%
Gross margin 89.1% 29.2% 59.2% 5.3% 90.7% — 60.4%
Operating margin 0.3% 7.0% −46.5% −0.7% 0.9% 29.8% 0.3%
Operating margin, 3-year average 1.6% −10.9% −104.5% — 3.0% 27.0% −0.4%
Net margin 6.2% 7.3% −36.8% −0.6% −25.3% 18.7% 3.8%
Cash from operations / revenue 4.9% 9.0% 1.2% −1.3% 8.9% 30.3% 11.4%
Free-cash-flow margin 4.7% 8.9% 0.7% −1.3% 6.0% 30.2% 7.5%
Free-cash-flow margin, 3-year average 8.5% −0.9% — — 8.4% 26.7% 7.2%
Stock pay / revenue 8.0% 0.1% 3.2% 0.8% 8.4% 12.3% 3.7%
Change in share count −11.5% −8.1% 22.3% 5.8% 8.9% −1.2% 2.0%

Median of all 63 companies we cover in interactive media & services. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

63 interactive media & services companies
Measure Company Peer median Rank
Revenue growth Growth 0.4% 2.4% 40 of 63
Change in growth rate Growth +3.7pp -0.2pp 18 of 63
Gross margin Profitability 89.1% 60.9% 8 of 54
Operating margin Profitability 0.3% 0.3% 32 of 63
Net margin Profitability 6.2% 3.8% 28 of 63
Free-cash-flow margin Cash generation 4.7% 8.9% 36 of 59
Stock pay as % of revenue Cash generation 8.0% 3.9% 42 of 61
Long-term debt as % of assets Balance sheet 78.8% 16.9% 30 of 32
Change in share count Balance sheet -11.5% 1.7% 6 of 55
Days sales outstanding Balance sheet 21 days 49 days 9 of 54

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Products and services
Line of business Revenue Share YoY
Licenses $345M 76.9% ▼ 6.7%
Services $104M 23.1% ▼ 0.4%

From Ziprecruiter, Inc.'s 10-K filed February 25, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$196M
Institutions reporting
138
Shares held vs prior quarter
▲ 0.9%
Positions opened / closed
21 / 13

Top buyers and sellers, Q2 2026: 80 institutions bought and 47 sold ; the biggest buyer was AQR Capital Management LLC (+550K shares) and the biggest seller Jacobs Levy Equity Management, Inc (−513K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $32.9M 8.8M 16.8% ▲ 5.3%
Edmond De Rothschild Holding S.A. $21M 5.6M 10.7% ▼ 0.2%
Disciplined Growth Investors Inc $15.3M 4.1M 7.8% ▼ 3.0%
AQR Capital Management LLC $15M 4.0M 7.7% ▲ 15.9%
Acadian Asset Management LLC $10.9M 2.9M 5.6% 0.0%
Vanguard Capital Management LLC $10.5M 2.8M 5.4% ▼ 3.2%
Vanguard Portfolio Management LLC $9.2M 2.4M 4.7% ▲ 2.9%
Marshall Wace, LLP $7.6M 2.0M 3.9% ▲ 29.7%
Renaissance Technologies LLC $7.2M 1.9M 3.7% ▼ 0.5%
Geode Capital Management, LLC $6.2M 1.6M 3.2% ▲ 16.0%
State Street Corp $5.6M 1.5M 2.9% ▼ 0.2%
Jacobs Levy Equity Management, Inc $4.8M 1.3M 2.5% ▼ 28.5%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Ziprecruiter, Inc.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $2.2M 68 trades by 6 insiders · 100% under pre-set plans
Net ▼ $2.2M net selling
Insider Date Trade Shares Price Value
Sakamoto Ryan T. EVP, Chief Legal Officer October 26, 2026 Sell pre-set plan 2,978 $4.54 $13,505
Garefis Amy EVP, Chief People Officer October 20, 2026 Sell pre-set plan 7,879 $4.56 $35,950
Siegel Ian H. CHIEF EXECUTIVE OFFICER October 5, 2026 Sell pre-set plan 9,722 $3.59 $34,921
Siegel Ian H. CHIEF EXECUTIVE OFFICER October 2, 2026 Sell pre-set plan 9,722 $3.55 $34,474
Siegel Ian H. CHIEF EXECUTIVE OFFICER October 1, 2026 Sell pre-set plan 9,722 $3.48 $33,880
Sakamoto Ryan T. EVP, Chief Legal Officer September 25, 2026 Sell pre-set plan 2,978 $3.49 $10,393
Siegel Ian H. CHIEF EXECUTIVE OFFICER September 22, 2026 Sell pre-set plan 9,722 $3.74 $36,360
Siegel Ian H. CHIEF EXECUTIVE OFFICER September 21, 2026 Sell pre-set plan 9,722 $3.80 $36,944
Garefis Amy EVP, Chief People Officer September 21, 2026 Sell pre-set plan 7,837 $3.80 $29,781
Siegel Ian H. CHIEF EXECUTIVE OFFICER September 18, 2026 Sell pre-set plan 34,978 $3.67 $128,369
Travers David President September 18, 2026 Sell pre-set plan 24,705 $3.66 $90,420
Sakamoto Ryan T. EVP, Chief Legal Officer August 25, 2026 Sell pre-set plan 2,978 $4.39 $13,073

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around November 4, 2026 estimated from the company's past filing pattern, not announced

  • August 5, 2026
  • May 7, 2026
  • February 25, 2026
  • November 5, 2025
  • August 11, 2025
  • May 8, 2025

Recent SEC filings

Data status

When each part of this page on Ziprecruiter, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Ziprecruiter, Inc. in brief

What does Ziprecruiter, Inc. do?
Ziprecruiter, Inc. is a US-listed company in the interactive media & services industry. Its financial year ends in December.
What is Ziprecruiter, Inc.'s stock ticker?
Ziprecruiter, Inc. trades under the ticker ZIP on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Ziprecruiter, Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Ziprecruiter, Inc. reported revenue of $452M, 0.4% higher than a year earlier, according to its SEC filings.
What is Ziprecruiter, Inc.'s free cash flow?
Ziprecruiter, Inc.'s free-cash-flow margin is 4.7% of revenue over the trailing twelve months, ranking 36 of the 59 interactive media & services companies we cover.
What is Ziprecruiter, Inc.'s fair value (intrinsic value) per share?
Our discounted-cash-flow model of Ziprecruiter, Inc.'s free cash flow after stock-based pay gives ~$1.1 per share in the base case, and ~$0.5–$1.8 across growth scenarios. These are model values under stated assumptions — not a price target or a recommendation.
Who are Ziprecruiter, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Edmond De Rothschild Holding S.A. and Disciplined Growth Investors Inc. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Ziprecruiter, Inc. buying back stock, and does it pay a dividend?
Ziprecruiter, Inc. spent $27.5M on share repurchases over the trailing twelve months, and its diluted share count fell 11.5% over the year.
What is Ziprecruiter, Inc.'s market cap?
On November 2, 2026, Ziprecruiter, Inc.'s market capitalisation was about $361M, with a price-to-earnings ratio of 12.9 and net debt of $124M. Market figures come from third-party market data and may be delayed.
Who are Ziprecruiter, Inc.'s competitors?
In our Interactive Media & Services peer group, the companies closest to Ziprecruiter, Inc. are Sound Group Inc., Techtarget, Inc., Cheche Group Inc., Groupon, Inc. and Grindr Inc. The side-by-side comparison below sets their revenue, margins and growth against Ziprecruiter, Inc.'s.
Are insiders buying or selling Ziprecruiter, Inc. stock?
Over the last 12 months, Ziprecruiter, Inc.'s directors and officers reported 0 open-market purchases and 68 sales on Form 4. The insider trading page charts every trade.
When is Ziprecruiter, Inc.'s next earnings date?
Around November 9, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Ziprecruiter, Inc. announces its own schedule.