ZipRecruiter, Inc.
NYSE•ZIP
CEO: Mr. Ian H. Siegel
Sector: Industrials
Industry: Staffing & Employment Services
Listing Date: 2021-05-26
ZipRecruiter, Inc., together with its subsidiaries, operates a marketplace that connects job seekers and employers in the United States and internationally. The company's 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. ZipRecruiter, Inc. was incorporated in 2010 and is headquartered in Santa Monica, California.
Contact Information
Market Cap
$302.72M
P/E (TTM)
-6.5
24.8
Dividend Yield
--
52W High
$8.23
52W Low
$3.13
52W Range
Rank51Top 71.3%
3.0
F-Score
Modified Piotroski Analysis
Based on 6-year fundamentals
Weak • 3 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2020-2025
Financial Dashboard
Q3 2025 Data
Revenue
$114.98M-1.80%
4-Quarter Trend
EPS
-$0.11+321.46%
4-Quarter Trend
FCF
$1.20M-83.31%
4-Quarter Trend
2025 Q3 Earnings Highlights
Key Highlights
Quarterly Paid Employers Increase Quarterly Paid Employers reached 66,959 in Q3 2025, marking 1% sequential growth over Q2 2025, despite revenue softness.
Gross Margin Stability Maintained Gross margin held steady at 89% for Q3 2025 compared to Q3 2024, reflecting continued commitment to operational efficiencies.
Breakroom Acquisition Integration Breakroom acquisition completed in July 2024 added $6.8M in Goodwill; integration supports expanded marketplace offerings.
Strong Cash Position Total assets stood at $573.6M as of September 30, 2025, supported by $211.8M in cash and marketable securities.
Risk Factors
Nine Month Net Loss Widens Nine months ended September 2025 net loss reached $(32.2) M, significantly wider than the $(2.1) M loss reported in 2024.
Revenue Declines Persist Total revenue fell 7% for the nine months to $337.3 M, primarily driven by an 8% decrease in subscription revenue.
Labor Market Uncertainty Risks Subdued labor market and hiring uncertainty pose risks to demand, potentially causing pricing pressure during economic downturns.
Dual Class Voting Control Dual class stock structure concentrates voting power, limiting stockholder influence over key corporate governance matters like director elections.
Outlook
Continued Marketplace Investment Plan to invest aggressively in marketplace functionality, expanding employer and job seeker footprints for sustained future growth.
Share Repurchase Availability Approximately $129.2 M remains authorized for future common stock repurchases under the existing $750.0 M program.
International Expansion Planned Future operations expansion planned outside US, focusing on UK, Israel, and Canada, despite associated compliance costs.
Peer Comparison
Revenue (TTM)
KELYA$4.39B
KFRC$1.34B
$977.99M
Gross Margin (Latest Quarter)
89.1%
70.6%
48.2%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| KFRC | $623.14M | 14.9 | 29.1% | 0.9% |
| CMCO | $565.37M | 142.1 | 0.4% | 25.9% |
| CYRX | $533.21M | 7.9 | 15.8% | 29.8% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
1.2%
Moderate Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
75%
Volatile Cash Flow
Research & Insights
Next earnings:Feb 24, 2026
EPS:-$0.05
|Revenue:-
Reports
All Years
Form 10-Q - Q3 2025
Period End: Sep 30, 2025|Filed: Nov 5, 2025|Revenue: $114.98M-1.8%|EPS: $-0.11+321.5%BeatForm 10-Q - Q2 2025
Period End: Jun 30, 2025|Filed: Aug 11, 2025|Revenue: $112.23M-9.2%|EPS: $-0.10-241.4%BeatForm 10-Q - Q1 2025
Period End: Mar 31, 2025|Filed: May 8, 2025|Revenue: $110.07M-10.0%|EPS: $-0.13+97.9%BeatForm 10-K - FY 2024
Period End: Dec 31, 2024|Filed: Feb 25, 2025|Revenue: $474.00M-26.6%|EPS: $-0.13-126.5%MissForm 10-Q - Q3 2024
Period End: Sep 30, 2024|Filed: Nov 6, 2024|Revenue: $117.08M-24.8%|EPS: $-0.03-110.9%BeatForm 10-Q - Q2 2024
Period End: Jun 30, 2024|Filed: Aug 7, 2024|Revenue: $123.66M-27.4%|EPS: $0.07-49.5%BeatForm 10-Q - Q1 2024
Period End: Mar 31, 2024|Filed: May 9, 2024|Revenue: $122.24M-33.5%|EPS: $-0.07-236.6%MissForm 10-K - FY 2023
Period End: Dec 31, 2023|Filed: Feb 28, 2024|Revenue: $645.72M-28.6%|EPS: $0.49-9.3%Beat