ZipRecruiter, Inc.

NYSE:ZIP 株式レポート

時価総額:US$254.4m

ZipRecruiter マネジメント

マネジメント 基準チェック /34

ZipRecruiterの CEO はIan Siegelで、 Jun2010年に任命され、 の在任期間は 15.92年です。 の年間総報酬は$ 2.85Mで、 19.3%給与と80.7%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.17%を直接所有しており、その価値は$ 437.79K 。経営陣と取締役会の平均在任期間はそれぞれ5.7年と4.2年です。

主要情報

Ian Siegel

最高経営責任者

US$2.9m

報酬総額

CEO給与比率19.29%
CEO在任期間15.9yrs
CEOの所有権0.2%
経営陣の平均在職期間5.7yrs
取締役会の平均在任期間4.2yrs

経営陣の近況

Recent updates

ナラティブ更新 May 07

ZIP: AI Hiring Tools And Revenue Declines Will Limit Future Upside

Analysts have trimmed their ZipRecruiter price target slightly to reflect an updated fair value of $2.50, supported by modestly higher revenue growth and profit margin assumptions, as well as a slightly lower forward P/E estimate. What's in the News ZipRecruiter launched a ZipRecruiter app for ChatGPT that lets job seekers search and refine job opportunities directly inside ChatGPT using preferences such as salary, location, remote flexibility, experience, employment type, and date posted.
ナラティブ更新 Apr 21

ZIP: Fair Outlook Will Balance New AI Features And Leadership Transition

Analysts have maintained their fair value estimate and key drivers such as discount rate, revenue growth, profit margin, and future P/E, so the latest price target for ZipRecruiter in dollar terms remains in line with prior views, reflecting steady underlying assumptions rather than a change in outlook. What's in the News ZipRecruiter launched a new app for ChatGPT that lets job seekers search and refine job listings directly within ChatGPT, then click through to apply on ZipRecruiter, bringing its marketplace into an AI-powered channel and potentially broadening reach for employer postings.
ナラティブ更新 Apr 07

ZIP: AI Job Discovery And Buybacks Will Support Future Earnings Power

Analysts have lowered their ZipRecruiter price target to $2.50, reflecting slightly updated assumptions for revenue growth, profit margin, and future P/E, while keeping their overall view of the stock’s fair value unchanged. What's in the News ZipRecruiter launched a new app for ChatGPT that lets job seekers search and refine job opportunities directly in ChatGPT based on salary, location, remote flexibility, experience, and other preferences, then click through to apply on ZipRecruiter.
Seeking Alpha Apr 06

ZipRecruiter: Facing Insurmountable Secular Headwinds

Summary ZipRecruiter is initiated at a "sell" rating due to severe macro and technological headwinds. ZIP faces declining revenues, shrinking paid employer counts, and heightened competition from LinkedIn and AI-driven disruption. The company's balance sheet is strained, with $545 million in debt versus $409 million in cash and an undrawn credit facility maturing in 2026. Despite a low 4.7x EV/FY26 EBITDA multiple, ZIP’s flat revenue guidance appears optimistic amid ongoing secular and macro risks. Read the full article on Seeking Alpha
ナラティブ更新 Mar 24

ZIP: AI Hiring Channels Will Likely Support Future Earnings Power

Analysts have reduced their fair value estimate for ZipRecruiter from $4.50 to $2.50, citing updated assumptions that keep revenue growth broadly similar but indicate a much thinner profit margin profile and a very large forward P/E multiple of over 1,300x. What's in the News ZipRecruiter launched an app for ChatGPT that lets job seekers search and refine job listings directly inside ChatGPT using preferences such as salary, location, remote flexibility, experience, employment type, and date posted, then click through to apply on ZipRecruiter.
ナラティブ更新 Mar 10

ZIP: Fair Outlook Balances Softer Guidance With Product And Leadership Changes

Analysts have revised their fair value estimate for ZipRecruiter from $4.75 to $2.83 as they reset expectations in their models for revenue growth, profit margins, and a higher future P/E multiple. What's in the News ZipRecruiter issued first quarter 2026 revenue guidance of US$104 million to US$108 million, with a midpoint of US$106 million, which the company described as reflecting a lower holiday baseline and representing a 4% year over year and 5% sequential decline (Key Developments).
ナラティブ更新 Feb 23

ZIP: High Intent Applications Will Drive Future Per Share Upside

Analysts have nudged their $ price target on ZipRecruiter slightly higher, reflecting modest tweaks to assumptions around discount rates, revenue growth, profit margins and future P/E. Their overall view of the stock’s fair value remains essentially unchanged.
ナラティブ更新 Feb 08

ZIP: High Intent Hiring Tools Will Likely Strengthen Future Earnings Power

Analysts have modestly reduced their price target for ZipRecruiter, citing a slightly lower discount rate of 12.33% and a small adjustment to the assumed future P/E. They have kept fair value at $4.50, with revenue growth and profit margin expectations largely in line with prior assumptions.
分析記事 Feb 04

Investors Don't See Light At End Of ZipRecruiter, Inc.'s (NYSE:ZIP) Tunnel And Push Stock Down 40%

ZipRecruiter, Inc. ( NYSE:ZIP ) shareholders that were waiting for something to happen have been dealt a blow with a...
ナラティブ更新 Jan 24

ZIP: Buybacks And Higher Margins Will Likely Lift Future Earnings Power

Analysts have lifted their ZipRecruiter price target by $4.50 to reflect slightly higher assumed revenue growth, a modestly stronger profit margin profile, a small adjustment to the future P/E, and a higher discount rate of 12.5% in their updated models. What's in the News ZipRecruiter launched Be seen First, a product that lets job seekers attach a short note to applications so they can be moved to the top of an employer's applicant list, aiming to address automated screening and high application volumes (Key Developments).
ナラティブ更新 Jan 10

ZIP: Massive Share Repurchases Will Drive Future Per Share Upside

Analysts have nudged their ZipRecruiter price targets higher, citing slightly stronger modeled revenue growth at 8.32%, a modestly wider projected profit margin at 82.37%, and a small adjustment to the assumed future P/E to 113.47x. What's in the News ZipRecruiter issued financial guidance for the fourth quarter of 2025, with anticipated revenue in a range of US$109 million to US$115 million, and a midpoint of US$112 million that the company describes as a 1% year over year increase and a return to year over year revenue growth for the first time since the third quarter of 2022 (Key Developments).
ナラティブ更新 Dec 26

ZIP Share Repurchases Will Drive Future Per-Share Upside Potential

Analysts have raised their price target on ZipRecruiter to reflect a modest improvement in estimated fair value to approximately 5.50 dollars, while also incorporating higher discount-rate assumptions and lower long term growth and margin expectations into their updated models. What's in the News Issued fourth quarter 2025 revenue guidance of $109 million to $115 million, implying about 1% year over year growth at the midpoint and signaling a return to top line expansion after several quarters of declines (company guidance) Noted that the 3% expected sequential revenue decline in the fourth quarter reflects typical seasonality despite a still weak macroeconomic hiring environment (company guidance) Reported repurchase of 2,243,000 shares between July 1 and September 30, 2025, for $10.01 million, reducing the share count by roughly 2.57% in the quarter (company filing) Disclosed that, since the March 1, 2022 buyback authorization, the company has repurchased 49,533,000 shares in total, retiring about 47.87% of its shares for $628.22 million (company filing) Valuation Changes The fair value estimate increased slightly from $5.00 to $5.50 per share, reflecting a modest upward revision in intrinsic value.
ナラティブ更新 Dec 12

ZIP: Massive Share Buybacks Will Likely Overstate Future Earnings Power

Analysts have modestly raised their price target on ZipRecruiter, lifting fair value by approximately 0.50 dollars per share as they factor in slightly stronger long term revenue growth expectations along with a higher future earnings multiple, partially offset by a small reduction in projected profit margins and a marginally higher discount rate. What's in the News ZipRecruiter issued fourth quarter 2025 guidance, forecasting revenue of $109 million to $115 million.
分析記事 Dec 04

There's Reason For Concern Over ZipRecruiter, Inc.'s (NYSE:ZIP) Massive 32% Price Jump

ZipRecruiter, Inc. ( NYSE:ZIP ) shares have had a really impressive month, gaining 32% after a shaky period beforehand...
分析記事 Oct 15

Is It Too Late To Consider Buying ZipRecruiter, Inc. (NYSE:ZIP)?

While ZipRecruiter, Inc. ( NYSE:ZIP ) might not have the largest market cap around , it saw a significant share price...
分析記事 Sep 18

Is There An Opportunity With ZipRecruiter, Inc.'s (NYSE:ZIP) 23% Undervaluation?

Key Insights ZipRecruiter's estimated fair value is US$6.75 based on 2 Stage Free Cash Flow to Equity ZipRecruiter's...
ナラティブ更新 Sep 05

AI Recruitment Tools Will Expand Digital Talent Acquisition

With both the discount rate and future P/E multiple remaining virtually unchanged, analysts see no material change in ZipRecruiter's outlook, resulting in the consensus price target holding steady at $5.80. What's in the News ZipRecruiter launched Breakroom, a workplace rating platform for frontline industries, and released its inaugural Breakroom Workplace Index report highlighting stagnant wage growth and limited frontline worker trust in senior leadership.
分析記事 Aug 14

ZipRecruiter, Inc. (NYSE:ZIP) Just Reported, And Analysts Assigned A US$5.80 Price Target

NYSE:ZIP 1 Year Share Price vs Fair Value Explore ZipRecruiter's Fair Values from the Community and select yours It's...
分析記事 Aug 12

ZipRecruiter, Inc. (NYSE:ZIP) Shares May Have Slumped 28% But Getting In Cheap Is Still Unlikely

NYSE:ZIP 1 Year Share Price vs Fair Value Explore ZipRecruiter's Fair Values from the Community and select yours...
分析記事 Apr 04

Is ZipRecruiter (NYSE:ZIP) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Feb 28

Analysts Have Been Trimming Their ZipRecruiter, Inc. (NYSE:ZIP) Price Target After Its Latest Report

It's been a sad week for ZipRecruiter, Inc. ( NYSE:ZIP ), who've watched their investment drop 17% to US$5.76 in the...
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新しいナラティブ Feb 09

ZipIntro And AI Investments Will Boost Future Employer Engagement

A focus on increasing job seeker traffic and new product rollouts is poised to boost employer revenue and satisfaction.
分析記事 Feb 05

Some Shareholders Feeling Restless Over ZipRecruiter, Inc.'s (NYSE:ZIP) P/S Ratio

With a median price-to-sales (or "P/S") ratio of close to 1.2x in the Interactive Media and Services industry in the...
Seeking Alpha Jan 26

ZipRecruiter: Some Bright Spots Emerge Even As Market Conditions Remain Challenging

Summary Shares have remained under pressure in a persistently weak hiring market in the US. Despite facing substantial revenue declines in recent quarters, the company has remained profitable, though margins have fallen drastically. The outlook for this year appears to be more favorable, while the current valuation remains attractive at just 7.7 times FCF. Despite competition being a key risk to monitor, I find theinvestment case compelling enough to upgrade shares to a Buy. Read the full article on Seeking Alpha
分析記事 Jan 13

ZipRecruiter (NYSE:ZIP) Will Be Hoping To Turn Its Returns On Capital Around

There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Seeking Alpha Oct 31

ZipRecruiter Q3 Earnings Preview: Needs A Lot Of Work Before I Invest

Summary ZipRecruiter is about to report Q3 earnings, which are expected to be GAAP negative and continuing revenue declines. I want to hear a lot more about ZIP's innovations and how they provide value to users compared to competition. All ears are going to be on the company's outlook for next year. I need to see revenue growth return. I cannot provide a PT any longer because of uncertainty in ZipRecruiter's ability to grow revenues and overall market conditions. Hold rating maintained. Not a good time to start a position. Read the full article on Seeking Alpha
分析記事 Sep 12

Here's Why ZipRecruiter (NYSE:ZIP) Can Manage Its Debt Responsibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Aug 21

Is Now The Time To Look At Buying ZipRecruiter, Inc. (NYSE:ZIP)?

While ZipRecruiter, Inc. ( NYSE:ZIP ) might not have the largest market cap around , it received a lot of attention...
Seeking Alpha Aug 14

ZipRecruiter: Maintaining Profitability In A Challenging Job Market

Summary ZipRecruiter management's latest guidance predicts further sequential revenue declines, contrary to earlier expectations of stabilization in the second half of the year. Adjusted EBITDA margin was strong at 23% last quarter, but is expected to fall to 9% in Q3. The valuation appears cheap, but the outlook for growth and profitability remains subdued, leading me to assign a Neutral rating. Read the full article on Seeking Alpha
分析記事 Aug 02

Unpleasant Surprises Could Be In Store For ZipRecruiter, Inc.'s (NYSE:ZIP) Shares

ZipRecruiter, Inc.'s ( NYSE:ZIP ) price-to-earnings (or "P/E") ratio of 22.8x might make it look like a sell right now...
分析記事 Jul 17

There Are Reasons To Feel Uneasy About ZipRecruiter's (NYSE:ZIP) Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
Seeking Alpha May 30

ZipRecruiter Revenue Beats, But Broader Trends Paint A Grim Picture

Summary ZipRecruiter, Inc. reported beating revenue expectations for Q1 2024. The global market for online recruitment expected to reach $58.2 billion by 2030, growing at a solid expected rate. ZipRecruiter stock performance has been poor, with negative revenue growth and recently a turn to operating loss. I don't see any meaningful organic catalyst in the near term, so my outlook on ZipRecruiter is to Sell. Read the full article on Seeking Alpha
分析記事 May 21

ZipRecruiter's (NYSE:ZIP) Soft Earnings Don't Show The Whole Picture

Investors were disappointed with the weak earnings posted by ZipRecruiter, Inc. ( NYSE:ZIP ). However, our analysis...

CEO報酬分析

ZipRecruiter の収益と比較して、Ian Siegel の報酬はどのように変化したか?
日付総報酬給与会社業績
Dec 31 2025US$3mUS$550k

-US$33m

Sep 30 2025n/an/a

-US$43m

Jun 30 2025n/an/a

-US$36m

Mar 31 2025n/an/a

-US$19m

Dec 31 2024US$6mUS$523k

-US$13m

Sep 30 2024n/an/a

US$4m

Jun 30 2024n/an/a

US$30m

Mar 31 2024n/an/a

US$38m

Dec 31 2023US$465kUS$454k

US$49m

Sep 30 2023n/an/a

US$63m

Jun 30 2023n/an/a

US$59m

Mar 31 2023n/an/a

US$58m

Dec 31 2022US$1mUS$550k

US$61m

Sep 30 2022n/an/a

US$63m

Jun 30 2022n/an/a

US$64m

Mar 31 2022n/an/a

-US$2m

Dec 31 2021US$35mUS$550k

US$2m

Sep 30 2021n/an/a

US$21m

Jun 30 2021n/an/a

US$16m

Mar 31 2021n/an/a

US$85m

Dec 31 2020US$627kUS$458k

US$63m

報酬と市場: Ianの 総報酬 ($USD 2.85M ) は、 US市場 ($USD 1.55M ) の同規模の企業の平均を上回っています。

報酬と収益: Ianの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Ian Siegel (51 yo)

15.9yrs
在職期間
US$2,851,838
報酬

Mr. Ian H. Siegel Co-founded ZipRecruiter, Inc. in 2010 and serves as its Director and Chief Executive Officer since June 2010. He is Chairman of the Board at ZipRecruiter, Inc. He served as President at Z...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Ian Siegel
Co-Founder15.9yrsUS$2.85m0.17%
$ 437.8k
David Travers
President & Interim CFO4.4yrsUS$2.27m1.52%
$ 3.9m
Boris Shimanovsky
Executive VP & CTO5.9yrsUS$2.68m0.46%
$ 1.2m
Amy Garefis
Executive VP & Chief People Officer3.4yrsUS$1.06m0.27%
$ 688.6k
Lora Bartolome
Senior VP of Accounting & Controller5.6yrsデータなし0.040%
$ 101.6k
Ryan Sakamoto
Executive VP9.7yrsデータなし0.24%
$ 619.9k
Elliot Wilson
Executive Vice President of Sales & Support5.7yrsデータなしデータなし
5.7yrs
平均在職期間
48yo
平均年齢

経験豊富な経営陣: ZIPの経営陣は経験豊富で経験豊富です(平均在職期間は5.7年)。


取締役

名称ポジション在職期間報酬所有権
Ian Siegel
Co-Founder15.9yrsUS$2.85m0.17%
$ 437.8k
Blake Irving
Independent Director7.6yrsUS$281.19k0.052%
$ 133.4k
Cipora Herman
Lead Independent Director7.6yrsUS$307.69k0.055%
$ 140.1k
Mike Gupta
Independent Director1.8yrsUS$270.19k0.034%
$ 86.0k
Jennifer Saenz
Independent Directorless than a yearデータなしデータなし
Emily McEvilly
Independent Director3.7yrsUS$265.19k0.061%
$ 155.8k
Brie Carere
Independent Director4.2yrsUS$270.19k0.060%
$ 153.2k
4.2yrs
平均在職期間
51yo
平均年齢

経験豊富なボード: ZIPの 取締役会経験豊富 であると考えられます ( 4.2年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/07 13:10
終値2026/05/07 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

ZipRecruiter, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8

アナリスト機関
Trevor YoungBarclays
Eric SheridanGoldman Sachs
Justin PattersonKeyBanc Capital Markets Inc.