ZipRecruiter, Inc. (ZIP) Stock

ZipRecruiter, Inc. (ZIP) is a Technology stock trading at $5.18 (as of 2026-08-20), with a market capitalization of $369.71M. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

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Understand ZipRecruiter, Inc.: how it makes money

ZipRecruiter operates a two-sided jobs marketplace that lets employers post roles and access platform features, while job seekers apply with a single click, and it monetizes employer activity through paid employer subscriptions or offerings (as indicated by its Paid Employers KPI).

The profit model is driven by how many employers are in the paid base (Paid Employers) and how effectively the platform improves employer results over time (campaign optimization effectiveness), since ZipRecruiter is a marketplace connecting employers and job seekers and monetization is tied to paid employer participation.

Business quality (Weak): Clear marketplace structure and a defined paid employer KPI, but the most recent quarter shows negative operating margin (operating loss), and the provided information does not include a reportable segment breakdown.

Bull case

Paid market participation KPI is explicit: The company tracks Paid Employers (63,000), which directly reflects the employer side of its marketplace monetization.
Product optimization is improving versus both recent quarters and the prior year: Automated Campaign Optimization Effectiveness Improvement was 17% versus the prior quarter and 40% versus the prior year.

Bear case

Operating loss in the latest quarter: Operating margin was -1.4% for the period ended 2026-03-31, which indicates the business was not yet generating operating profit at that time.
Employer monetization metrics are not fully transparent in the provided data: The dataset includes Revenue per Paid Employer as an operational metric candidate, but the segment breakdown is not provided and the available value is shown as 0.0 in the input.
Marketplace performance can depend on advertiser and worker engagement: KPIs tracked include employer profiles published, worker ratings from the United States, and job seeker likelihood to use again, implying results may be sensitive to engagement on both sides of the marketplace.

Valuation — source: SEC EDGAR (first-party)
Price	$5.18
Market Cap	$369.71M
Price / Sales	0.83
FCF Yield	-3.1%

Profitability & Growth — source: SEC EDGAR
Revenue (TTM)	$448.95M
Net Margin	-7.3%
Revenue Growth (YoY)	-5.3%
EPS Growth (YoY)	184.6%
FCF Growth (YoY)	-78.0%

Financial Health — source: SEC EDGAR
Altman Z-Score	1.63 (distress)
Piotroski F-Score	4/9 (moderate)

Valuation vs Sector & Industry
Sector P/E (Technology)	33.9
Industry P/E (Business Services)	30.0

Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional Holder	VANGUARD GROUP INC ($21.62M)
Institutional Holders Tracked	10

Company
Sector	Technology
Industry	Business Services
CEO	Ian H. Siegel
Employees	1,000
Country	US
IPO Date	2021-05-26

Related Companies (Business model: SaaS / Subscription Software (Enterprise); 8 closest by market cap; US-domiciled)

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.