ZipRecruiter, Inc.

NYSE:ZIP Voorraadrapport

Marktkapitalisatie: US$256.8m

ZipRecruiter Beheer

Beheer criteriumcontroles 3/4

De CEO ZipRecruiter is Ian Siegel, benoemd in Jun2010, heeft een ambtstermijn van 15.92 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 2.85M, bestaande uit 19.3% salaris en 80.7% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.14% van de aandelen van het bedrijf, ter waarde $ 350.14K. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 5.7 jaar en 4.2 jaar.

Belangrijke informatie

Ian Siegel

Algemeen directeur

US$2.9m

Totale compensatie

Percentage CEO-salaris19.29%
Dienstverband CEO15.9yrs
Eigendom CEO0.1%
Management gemiddelde ambtstermijn5.7yrs
Gemiddelde ambtstermijn bestuur4.2yrs

Recente managementupdates

Recent updates

Analyseartikel May 11

ZipRecruiter, Inc. (NYSE:ZIP) Analysts Are Pretty Bullish On The Stock After Recent Results

The investors in ZipRecruiter, Inc. 's ( NYSE:ZIP ) will be rubbing their hands together with glee today, after the...
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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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Nieuw narratief 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.
Analyseartikel 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
Analyseartikel 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
Analyseartikel 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...
Analyseartikel 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
Analyseartikel 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...
Analyseartikel 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
Analyseartikel 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...

Analyse CEO-vergoeding

Hoe is Ian Siegel's beloning veranderd ten opzichte van ZipRecruiter's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Mar 31 2026n/an/a

-US$25m

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

Compensatie versus markt: De totale vergoeding ($USD 2.85M ) Ian } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 1.66M ).

Compensatie versus inkomsten: De vergoeding van Ian is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

Ian Siegel (51 yo)

15.9yrs
Tenure
US$2,851,838
Compensatie

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...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Ian Siegel
Co-Founder15.9yrsUS$2.85m0.14%
$ 350.1k
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%
$ 695.2k
Lora Bartolome
Senior VP of Accounting & Controller5.6yrsgeen gegevens0.040%
$ 102.6k
Ryan Sakamoto
Executive VP9.7yrsgeen gegevens0.24%
$ 625.9k
Elliot Wilson
Executive Vice President of Sales & Support5.7yrsgeen gegevensgeen gegevens
5.7yrs
Gemiddelde duur
48yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van ZIP is doorgewinterd en ervaren (gemiddelde ambtstermijn van 5.7 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Ian Siegel
Co-Founder15.9yrsUS$2.85m0.14%
$ 350.1k
Blake Irving
Independent Director7.6yrsUS$281.19k0.052%
$ 134.7k
Cipora Herman
Lead Independent Director7.6yrsUS$307.69k0.055%
$ 141.4k
Mike Gupta
Independent Director1.8yrsUS$270.19k0.034%
$ 86.8k
Jennifer Saenz
Independent Directorless than a yeargeen gegevensgeen gegevens
Emily McEvilly
Independent Director3.7yrsUS$265.19k0.061%
$ 157.3k
Brie Carere
Independent Director4.2yrsUS$270.19k0.060%
$ 154.6k
4.2yrs
Gemiddelde duur
51yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van ZIP wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.2 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/25 06:04
Aandelenkoers aan het einde van de dag2026/05/22 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

ZipRecruiter, Inc. wordt gevolgd door 8 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Trevor YoungBarclays
Eric SheridanGoldman Sachs
Justin PattersonKeyBanc Capital Markets Inc.