ZipRecruiter, Inc. logo ZIP - ZipRecruiter, Inc.

Price: -- -- | CONSENSUS: Hold DETAILS
STRONG
BUY
0
BUY 2
HOLD 6
SELL 0
STRONG
SELL
0
| PRICE TARGET: $3.50 DETAILS
HIGH: $3.50
LOW: $3.50
MEDIAN: $3.50
CONSENSUS: $3.50
UPSIDE: 11.11%
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1
Revenue
Revenue 107.5 111.7 115.0 112.2 110.1 111.0 117.1 123.7 122.2 135.9 155.6 170.4 183.7 210.5 227.0 239.9 227.3 220.1 212.7 183.0 125.4 114.3 102.9 87.7 113.3
Cost of Revenue 12.0 12.1 12.5 12.0 11.7 11.5 12.4 12.9 13.3 13.5 14.5 15.7 20.6 21.1 21.8 21.8 21.6 19.8 22.3 21.6 16.0 14.9 12.9 11.8 14.5
Gross Profit 95.6 99.5 102.5 100.3 98.4 99.5 104.7 110.7 108.9 122.4 141.1 154.7 163.1 189.4 205.1 218.2 205.7 200.4 190.4 161.4 109.4 99.4 89.9 75.8 98.8
Operating Expenses
R&D Expenses 26.1 28.4 30.9 32.1 33.3 31.7 33.7 33.3 36.1 32.8 32.1 38.6 38.3 34.2 33.0 30.9 29.6 28.4 27.2 37.9 17.0 17.0 16.9 16.3 19.2
SG&A Expenses 71.0 67.2 76.6 74.8 76.8 71.8 74.2 68.0 73.7 76.4 76.3 93.6 113.9 126.8 142.7 162.2 161.8 146.5 145.3 191.8 75.9 52.0 49.9 37.9 90.4
Other Expenses 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Operating Expenses 97.1 95.5 107.5 106.9 110.1 103.5 107.9 101.3 109.8 109.2 108.4 132.2 152.2 160.9 175.7 193.1 191.4 174.9 172.4 229.7 92.9 69.0 66.8 54.2 109.6
Operating Income
Operating Income (1.5) 4 (5.0) (6.7) (11.7) (4.0) (3.2) 9.4 (0.9) 13.3 32.7 22.5 11.0 28.4 29.5 25.1 14.2 25.5 18.0 (68.3) 16.5 30.5 23.1 21.6 (10.8)
Interest Expense (7.4) 51.8 7.4 7.4 7.4 7.4 7.5 7.4 7.4 7.4 7.4 7.3 7.3 7.3 7.4 7.5 6.3 0.2 0.2 0.3 0.2 0.2 0.2 0.4 0.3
Interest Income 0 0 0 0 0 22.5 0 0 0 19.9 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Profitability
EBITDA (1.5) 55.2 2.3 1.7 (3.3) 4.2 6.2 17.9 7.1 22.2 40.0 30.6 18.7 36.2 32.7 27.8 16.7 27.9 20.3 (66.3) 19.2 33.3 25.8 24.5 (8.2)
EBIT (1.5) 52.3 (0.9) (1.7) (6.3) 1.0 3.1 15.0 4.0 19.1 37.4 27.5 16.0 33.5 29.8 25.1 14.2 25.5 17.8 (68.5) 16.9 30.7 23.5 21.9 (10.6)
Income Before Tax (5.6) 0.5 (8.3) (9.1) (13.7) (6.4) (4.4) 7.7 (3.4) 11.7 30.0 20.2 8.6 26.1 22.4 17.6 7.9 25.3 17.6 (68.8) 16.6 30.5 23.3 21.5 (10.9)
Income Tax Expense (0.8) 1.3 1.5 0.4 (0.9) 4.4 (1.8) 0.6 3.1 6.1 5.9 5.8 3.6 6.7 1.9 4.5 (0.5) 4.3 (4.5) (15.9) 3.2 (22.2) 0.2 0.2 0.2
Net Income (4.7) (0.8) (9.8) (9.5) (12.8) (10.8) (2.6) 7.0 (6.5) 5.6 24.1 14.4 5.0 19.4 20.6 13.1 8.4 21.0 22.1 (52.8) 13.4 52.7 23.1 21.3 (11.1)
Per Share Data
EPS (Basic) -0.06 -0.01 -0.11 -0.10 -0.13 -0.11 -0.03 0.07 -0.07 0.06 0.24 0.14 0.05 0.18 0.17 0.11 0.07 0.18 0.19 -0.55 0.09 0.49 0.16 0.15 -0.10
EPS (Diluted) -0.06 -0.01 -0.11 -0.10 -0.13 -0.11 -0.03 0.07 -0.07 0.05 0.23 0.14 0.05 0.17 0.17 0.11 0.07 0.17 0.17 -0.55 0.09 0.43 0.14 0.13 -0.09
Shares Outstanding 83.7 89.9 86.3 90.6 98.1 98.6 98.5 99.2 99.0 98.7 99.8 100.2 104.3 110.3 119.8 116.8 127.0 115.4 115.4 96.7 104.6 107.6 107.6 107.6 107.6
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q1
Current Assets
Cash & Cash Equivalents 251.0 188.0 211.8 203.5 221.1 218.4 225.6 271.7 282.5 283.0 243.3 238.7 214.5 227.4 483.0 699.9 745.4 254.6 204.9 153.3 103.4 114.5 (35.5)
Short-Term Investments 142.5 221.1 199.2 217.7 247.1 287.4 272.0 251.7 230.5 237.1 253.7 258.6 304.6 343.0 186.7 0 0 0 0 0 0 0 71.1
Net Receivables 23.9 25.7 24.9 25.8 24.8 23.5 24.3 27.8 26.3 27.2 33.0 32.9 36.3 44.4 47.6 52.0 51.7 41.7 43.5 36.3 25.9 21.0 0
Inventory 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Current Assets 14.1 14.0 11.0 12.7 13.9 14.3 22.5 17.5 12.9 14.9 16.1 14.9 14.6 17.5 4.7 4.7 4.6 4.6 4.4 4.1 3.9 3.7 0
Total Current Assets 431.5 448.9 446.9 459.7 506.9 543.7 544.4 568.6 552.1 562.3 546.1 545.0 570.0 632.3 733.4 769.7 812.3 310.6 263.8 206.9 141.8 144.8 35.5
Non-Current Assets
Property, Plant & Equipment 13.2 13.8 14.5 15.9 10.4 10.9 12.1 13.4 14.7 15.0 16.5 18.0 19.8 20.3 21.7 23.1 24.9 27.2 27.5 28.6 28.1 27.5 0
Goodwill 8.5 8.5 8.5 8.5 8.5 8.5 8.5 1.7 1.7 1.7 1.7 1.7 1.7 1.7 1.7 1.7 1.7 1.7 1.7 1.7 1.7 1.7 0
Intangible Assets 2.9 3.4 20.4 22.0 23.1 23.8 5.8 19.5 18.4 18.6 18.2 17.1 16.7 15.8 15.4 15.0 14.5 13.7 12.8 12.2 11.1 11.2 0
Long-Term Investments 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4.0 0 0 0 0 0
Other Non-Current Assets 19.1 20.0 7.2 4.4 3.2 3.4 22.6 4.2 4.7 4.9 5.2 5.4 5.7 5.9 5.5 5.2 5.1 3.3 5.0 4.8 3.5 3.8 (35.5)
Total Non-Current Assets 119.8 120.9 126.7 132.7 122.5 120.4 107.6 96.6 110.3 97.2 97.1 89.2 87.2 82.3 85.0 88.5 89.6 88.0 88.3 83.9 64.4 67.4 (35.5)
Total Assets 551.2 569.7 573.6 592.4 629.4 664.1 652.0 665.3 662.4 659.5 643.2 634.2 657.1 714.6 818.4 858.1 901.9 398.6 352.2 290.7 206.2 212.1 0
Current Liabilities
Account Payables 8.4 9.1 11.4 8.1 8.8 10.5 9.0 7.5 9.8 11.8 8.6 12.8 16.1 21.2 13.7 25.3 22 24.9 32.5 32.0 11.5 13.5 0
Short-Term Debt 2.2 2.2 2.4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Deferred Revenue 10.6 9.7 11.3 11.7 11.7 10.8 12.2 12.5 13.0 12.9 16.2 17.7 19.5 19.6 24.1 25.2 25.5 23.3 25.4 23.1 19.4 15.1 0
Other Current Liabilities 38.1 49.8 32.4 20.8 14.2 19.5 16.0 13.8 23.5 19.1 28.3 22.0 17.7 38.5 27.2 24.8 16.9 54.6 12.6 8.4 5.5 13.5 0
Total Current Liabilities 59.3 70.9 75.3 83.7 72.2 81.6 73.5 75.8 83.1 84.9 90.8 101.2 103.2 129.7 127.6 148.3 137.6 142.9 132.8 116.7 81.1 71.5 0
Non-Current Liabilities
Long-Term Debt 545.1 555.5 544.5 544.2 543.9 543.6 543.4 543.1 542.8 542.6 542.3 542.1 541.8 541.6 541.3 541.1 540.9 0 0 0 25.5 25.4 0
Deferred Tax Liabilities 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 11.2 1.8 1.8 1.8 1.8 0
Other Non-Current Liabilities 20.6 9.9 18.6 18.3 18.2 19.1 14.9 14.9 15.7 15.0 12.1 5.7 3.7 1.7 1.9 3.2 2.3 1.6 1.6 1.8 (23.5) 138.7 0
Total Non-Current Liabilities 575.7 576.0 574.4 574.5 568.5 569.0 564.9 565.1 566.7 566.3 564.3 558.9 557.8 556.3 557.5 560.2 560.7 20.8 23.3 25.2 26.7 191.0 0
Total Liabilities 635.0 646.9 649.7 658.3 640.7 650.6 638.4 640.8 649.8 651.1 655.2 660.1 661.0 685.9 685.1 708.5 698.3 163.7 156.1 141.8 107.8 262.4 0
Stockholders' Equity
Common Stock 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0 0
Retained Earnings (83.1) (76.6) (75.6) (65.2) (31.2) (18.4) (7.6) (5.0) (12.0) (5.5) (11.2) (24.9) (3.0) (6.3) (25.7) (46.3) (59.4) (67.8) (88.8) (110.8) (136.2) (71.4) 0
Accumulated Other Comprehensive Income (0.0) 0.0 0.1 0.0 (0.0) 0.1 0.2 (0.1) (0.1) 0.0 (0.1) (0.3) (0.2) (0.4) (0.1) 0 0 0 0 0 0 0 (122.3)
Total Stockholders' Equity (83.8) (77.2) (76.1) (65.9) (11.3) 13.4 13.6 24.4 12.7 8.4 (11.9) (25.9) (3.9) 28.6 133.3 149.6 203.6 235.0 196.0 148.9 98.4 (50.3) 10.7
Total Liabilities & Equity 551.2 569.7 573.6 592.4 629.4 664.1 652.0 665.3 662.4 659.5 643.2 634.2 657.1 714.6 818.4 858.1 901.9 398.6 352.2 290.7 206.2 212.1 10.7
Debt Metrics
Total Debt 557.4 568.4 558.2 558.4 552.3 552.7 553.8 554.9 555.9 555.7 556.7 558.1 559.5 560.0 561.3 563.1 564.4 25.3 25.5 26.6 51.6 52.2 0
Net Debt 306.4 380.3 346.4 354.9 331.2 334.3 328.2 283.2 273.4 272.7 313.4 319.5 345.0 332.6 78.4 (136.9) (181.0) (229.3) (179.3) (126.7) (51.8) (62.4) 35.5
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1
Operating Activities
Net Income (4.7) (0.8) (9.8) (9.5) (12.8) (10.8) (2.6) 7.0 (6.5) 5.6 24.1 14.4 5.0 19.4 20.6 13.1 8.4 20.8 22.1 (53.3) 13.4 52.7 23.1 21.3 (11.1)
Depreciation & Amortization 2.9 2.9 3.2 3.4 3.0 3.2 3.1 2.8 3.1 3.2 2.6 3.1 2.7 2.7 3.9 3.8 2.5 3.7 2.5 3.6 2.3 2.6 2.3 2.6 2.4
Stock-Based Compensation 8.4 9.3 11.1 12.6 14.6 15.2 15.0 15.6 18.6 25.9 19.1 17.6 21.6 19.5 0 0 20.5 0 22.0 0 1.2 1.2 1.3 1.3 2.0
Change in Working Capital (9.6) (4.8) (8.3) 8.9 (9.9) 19.7 13.9 (15.4) 1.6 2.4 (7.8) 2.5 (17.6) 0.1 (18.4) 4.7 (15.3) 6.1 8.3 16.6 0.4 (3.9) 18.1 (14.7) 0.5
Other Non-Cash Items 0.5 (0.3) 0.6 (0.2) (0.2) (0.9) (19.4) (1.0) (1.0) (1.1) (0.1) (0.8) (0.8) 0.8 20.4 19.1 3.7 19.1 2.0 65.3 1.7 2.0 1.6 3.4 2.1
Operating Cash Flow (3.5) 7.7 2.6 10.5 (9.9) 12.5 9.3 21.9 2.0 34.4 29.3 33.1 6.4 44.5 29.3 40.7 14.4 53.1 52.1 15.6 22.2 31.7 46.5 14.1 (4.2)
Investing Activities
Capital Expenditure (0.1) (2.7) (1.4) 2.3 (2.9) (1.9) (2.1) (2.5) (3.0) (2.3) (2.7) (2.2) (3.5) (2.0) (0.6) (0.7) (3.5) (0.4) (2.9) (3.3) (3.3) (1.3) (1.4) (1.8) (2.9)
Acquisitions 0 0 0 0 0 0 (12.0) 0 0 (17.5) 2.3 0 0 7.9 0 0 0 0 0 0 0 0 0 0 0
Purchases of Investments (62.9) (123.5) (131.6) (123.4) (146.7) (152.5) (182.3) (155.1) (142.7) (97.5) (122.0) (84.6) (117.1) (180.3) (186.7) 0 0 0 0 0 0 0 0 0 0
Sales/Maturities of Investments 141.8 103.2 151.4 154.5 188.6 139.5 164.7 136.5 151.5 117.2 129.5 133.4 158.6 26.5 0 0 0 0 0 0 0 0 0 0 0
Other Investing Activities (2.1) (1.4) (1.0) (1.4) (2.6) (1.4) (7.2) (2.4) 0 17.5 (2.3) (2.1) (3.1) (7.9) 0 0 (2.5) 0 (1.7) 0 (2.1) (1.0) (1.2) (1.2) (2.6)
Investing Cash Flow 76.7 (21.8) 18.4 29.4 39.1 (14.9) (31.7) (21.1) 5.7 17.3 4.8 46.6 38.0 (155.9) (191.0) (0.8) (3.5) (2.2) (2.9) (5.0) (3.3) (1.3) (1.4) (1.8) (2.9)
Financing Activities
Net Debt Issuance 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 540.6 1.3 0 (1.3) 0 0 0 25 26.5
Stock Repurchased (9.5) (8) (10.0) (56.6) (27.5) (2.7) (22.6) (8.6) (6.4) (8.4) (28.3) (52.1) (58.7) (140.6) (53.5) (82.9) (62.3) 0 0 (2.3) (0.5) (19) 0 0 0
Dividends Paid 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Financing Activities (1.1) (2.0) (2.6) (1.9) 1.0 (2.1) (1.1) (2.9) (1.9) (3.9) (1.2) (3.4) 1.5 0.8 (5.2) (3.7) 1.6 (5.2) 2.4 0 2.1 0.9 1.0 (36.3) 0.3
Financing Cash Flow (10.3) (9.7) (12.6) (57.6) (26.5) (4.8) (23.7) (11.6) (8.3) (12.1) (29.4) (55.5) (57.2) (144.2) (55.2) (85.3) 479.9 (1.2) 2.4 7.7 1.6 (18.1) 1.0 (11.3) 26.8
Cash Position
Net Change in Cash 62.9 (23.8) 8.4 (17.6) 2.6 (7.2) (46.1) (10.8) (0.5) 39.7 4.7 24.1 (12.9) (255.6) (216.9) (45.5) 490.8 49.7 51.5 18.3 20.5 12.3 46.1 0.9 19.7
Cash at Beginning 188.0 211.8 203.5 221.1 218.4 225.6 271.7 282.5 283.0 243.3 238.7 214.5 227.4 483.0 699.9 745.4 254.6 204.9 153.3 135.1 114.5 102.3 56.2 55.3 35.5
Cash at End 251.0 188.0 211.8 203.5 221.1 218.4 225.6 271.7 282.5 283.0 243.3 238.7 214.5 227.4 483.0 699.9 745.4 254.6 204.9 153.3 135.1 114.5 102.3 56.2 55.3
Free Cash Flow (3.6) 5.0 1.2 12.9 (12.8) 10.6 7.2 19.3 (1.0) 32.1 26.6 30.9 2.9 42.5 28.7 40.0 10.9 52.7 49.1 12.3 18.9 30.4 45.1 12.2 (7.1)
Key Metrics 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1
Income Statement
Revenue 107.5 111.7 115.0 112.2 110.1 111.0 117.1 123.7 122.2 135.9 155.6 170.4 183.7 210.5 227.0 239.9 227.3 220.1 212.7 183.0 125.4 114.3 102.9 87.7 113.3
Gross Profit 95.6 99.5 102.5 100.3 98.4 99.5 104.7 110.7 108.9 122.4 141.1 154.7 163.1 189.4 205.1 218.2 205.7 200.4 190.4 161.4 109.4 99.4 89.9 75.8 98.8
Operating Income (1.5) 4 (5.0) (6.7) (11.7) (4.0) (3.2) 9.4 (0.9) 13.3 32.7 22.5 11.0 28.4 29.5 25.1 14.2 25.5 18.0 (68.3) 16.5 30.5 23.1 21.6 (10.8)
Net Income (4.7) (0.8) (9.8) (9.5) (12.8) (10.8) (2.6) 7.0 (6.5) 5.6 24.1 14.4 5.0 19.4 20.6 13.1 8.4 21.0 22.1 (52.8) 13.4 52.7 23.1 21.3 (11.1)
EPS (Diluted) -0.06 -0.01 -0.11 -0.10 -0.13 -0.11 -0.03 0.07 -0.07 0.05 0.23 0.14 0.05 0.17 0.17 0.11 0.07 0.17 0.17 -0.55 0.09 0.43 0.14 0.13 -0.09
Balance Sheet
Cash & Equivalents 251.0 188.0 211.8 203.5 221.1 218.4 225.6 271.7 282.5 283.0 243.3 238.7 214.5 227.4 483.0 699.9 745.4 254.6 204.9 153.3 103.4 114.5 (35.5)
Total Assets 551.2 569.7 573.6 592.4 629.4 664.1 652.0 665.3 662.4 659.5 643.2 634.2 657.1 714.6 818.4 858.1 901.9 398.6 352.2 290.7 206.2 212.1 0
Total Debt 557.4 568.4 558.2 558.4 552.3 552.7 553.8 554.9 555.9 555.7 556.7 558.1 559.5 560.0 561.3 563.1 564.4 25.3 25.5 26.6 51.6 52.2 0
Stockholders' Equity (83.8) (77.2) (76.1) (65.9) (11.3) 13.4 13.6 24.4 12.7 8.4 (11.9) (25.9) (3.9) 28.6 133.3 149.6 203.6 235.0 196.0 148.9 98.4 (50.3) 10.7
Cash Flow
Operating Cash Flow (3.5) 7.7 2.6 10.5 (9.9) 12.5 9.3 21.9 2.0 34.4 29.3 33.1 6.4 44.5 29.3 40.7 14.4 53.1 52.1 15.6 22.2 31.7 46.5 14.1 (4.2)
Capital Expenditure (0.1) (2.7) (1.4) 2.3 (2.9) (1.9) (2.1) (2.5) (3.0) (2.3) (2.7) (2.2) (3.5) (2.0) (0.6) (0.7) (3.5) (0.4) (2.9) (3.3) (3.3) (1.3) (1.4) (1.8) (2.9)
Free Cash Flow (3.6) 5.0 1.2 12.9 (12.8) 10.6 7.2 19.3 (1.0) 32.1 26.6 30.9 2.9 42.5 28.7 40.0 10.9 52.7 49.1 12.3 18.9 30.4 45.1 12.2 (7.1)