ZipRecruiter, Inc (ZIP) Fair Value & Analysis
Communication Services · US · Market cap $346M · ISIN US98980B1035
What is ZipRecruiter, Inc really worth?
ZipRecruiter, Inc
ZIP · US
Structural break: The valuation model sees a lasting decline in earnings power for this stock, the confidence band is broken. Treat the target with caution.
A solid business, but trading 1,510% above our fair value of $0.2600.
Strengths
Risks
Fair value as of: Aug 23, 2026
From 2 valuation models · updated 12 days ago
Share price −6.7% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case ($0.2800). The favourable scenario is already priced in.
- The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
- Solid but not exceptional quality (56/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 23, 2026.
How to read this chart
60‑month range $1.69 – $32.15 · fair‑value band $0.2400 – $0.2800 · the $4.19 price screens above the $0.2600 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 23, 2026.
Analysis
ZipRecruiter, Inc (ZIP) currently trades at $4.19, while our model-based Fair Value estimate is $0.2600, implying the stock looks roughly 1,510.3% overvalued today. The Quality Score stands at 56/100 (solid quality), in the Communication Services sector. How firm this estimate is: it rests on 9 models at a data quality of 96/100, which puts the evidence level at low.
Over the trailing twelve months, ZipRecruiter, Inc generated revenue of $446M at a net margin of −5.6%. Revenue declined 2.3% year over year. Net debt stands at $380M. The stock trades on a trailing P/E of 15.6 (as of Aug 23, 2026). Fundamentals as of Aug 23, 2026
Our scenario range runs from $0.2400 (bear case) to $0.2800 (bull case); at $4.19, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 25% below its 52-week high and 154% above its 52-week low, currently above its 200-day average. For context, the median of 10 Communication Services peers we cover trades at −6% fair-value upside, at −94%, ZIP screens richer than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly $0.1827 per share, which is 70.3 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 2 models by family
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 23, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 55 · Market factors (momentum, volatility) 43
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
ZipRecruiter, Inc. operates an online marketplace that connects job seekers and employers in the United States and internationally. Its two-sided marketplace enables employers to post jobs and access other features, as well as the job seekers that apply to jobs with a single click.
Full company description
ZipRecruiter, Inc. operates an online marketplace that connects job seekers and employers in the United States and internationally. Its two-sided marketplace enables employers to post jobs and access other features, as well as the job seekers that apply to jobs with a single click. The company was incorporated in 2010 and is headquartered in Santa Monica, California.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
ZipRecruiter, Inc reported revenue of $449M in FY2025 versus $741M in FY2021, a compound −11.8%/yr. Reported net income was −$33.0M in FY2025.
ZIP screens 1,510% overvalued. Compare with Alphabet Inc →
Peer Group
Internet Content & Information · 153 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Internet Content & Information median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
PAST 0: with negative equity (buybacks among others) return on equity is not meaningfully computable.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Internet Content & Information stocks, each showing price versus our Fair Value estimate (as of Aug 23, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Alphabet Inc GOOGL | $340.65 | $145.14 | −57% |
| Meta Platforms, Inc META | $571.10 | $534.91 | −6% |
| Tencent Holdings 0700 | HK$455.20 | HK$449.03 | −1% |
| Spotify Technology S.A SPOT | $547.51 | $211.87 | −61% |
| Reddit, Inc RDDT | $153.29 | $39.59 | −74% |
| Baidu, Inc 89888 | HK$79.10 | HK$28.84 | −64% |
| Kuaishou Technology, an investment holding company, 81024 | HK$34.50 | HK$63.28 | +83% |
| NAVER Corporation 035420 | 213,500 KRW | 231,585 KRW | +8% |
| Tencent Music Entertainment Group 1698 | HK$35.14 | HK$66.77 | +90% |
| REA Group REA | A$177.42 | A$88.53 | −50% |
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