ZipRecruiter, Inc. (ZIP)
NYSECommunication ServicesStaffing & Employment ServicesSnapshot 2026-10-29
$4.43+2.78%
Close 2026-10-29 · 1-day change
NYSECommunication ServicesStaffing & Employment ServicesSnapshot 2026-10-29
Research Workspace
Put ZIP beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Communication Services is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 0% over the past year.
View GrowthManagement screens strong on earnings delivery, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 2% on a typical day and fell roughly 69% in its worst 12-month stretch.
View RiskZIP’s claim rests on steady financial performance and better earnings, despite unprofitable trailing results. Revenue grew 5% year over year in Q2 FY2026, when GAAP earnings beat consensus. ZIP trades at 0.8× sales versus a 1.0× peer median. Expectations look modest versus our view, though earnings quality remains unassessable after a year of losses. The specific risk is guidance: our model puts the next-quarter miss probability near 23%. Peer multiples imply a price about 23% above where it trades. Our read remains intact; this read is provisional.
Trailing returns as of 2026-10-29. ZIP is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 5 analysts currently covering ZIP (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare ZIP with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ZIP Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 3 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Interactive Media & Services — fair value, gap to price, and forward P/E.
Compare the value case
Put ZIP next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Achieve flat year-over-year revenue in 2026
Q3 revenue forecast suggests challenges in achieving flat revenue.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Advances: Expand adjusted EBITDA margins by 5 percentage points
Adjusted EBITDA margin target supports margin expansion objective.
Advances: Achieve flat year-over-year revenue in 2026
Beating revenue forecasts supports flat revenue goal.
Threatens: Achieve flat year-over-year revenue in 2026
S&P downgrade indicates increased competitive pressure affecting revenue goals.
New CFO may enhance execution and strategic direction.
Advances: Expand adjusted EBITDA margins by 5 percentage points
Debt buyback improves financial health and EBITDA margins.
Risks to user data may deter job seekers.
