ZipRecruiter Inc Dossier
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SectorCommunication Services IndustryInteractive Media & Services Beta (adjusted)1.28 Intrinsic Value Insufficient data for a value estimateNot enough reliable inputs to publish a fair value for this company yet. Market Price $3.51Price as of 30 Sep 2026 Data confidence Sign in to view data confidence Market Cap $288.6M Enterprise Value $412.1M Shares Outstanding 78.9M diluted Moat Rating None Next Earnings Date4 Nov 2026 All prices and values are periodic snapshots, not live quotes. Source dates are shown for reference. ThesisStreet consensus, scenarios, merits, risks, and invalidation triggers Thesis Summary ZipRecruiter is navigating a historically challenging and soft U.S. hiring market. While the company has demonstrated strong cost discipline and operational resilience—evidenced by sequential growth in quarterly paid employers and improved Adjusted EBITDA margins—top-line revenue remains under pressure. The company's aggressive push into AI-powered matching technology (such as its next-generation search engine and 'Be Seen First' feature) is driving higher candidate engagement, but sustained financial recovery is heavily dependent on a broader macroeconomic rebound in employer hiring budgets. This section is the 12-month view: analyst targets and the probability-weighted scenarios built from them. The intrinsic value at the top of this page answers a different question: what the business is worth today. Street view · analyst 12-month targets Low · most bearish analyst$3.50 Mean target$4.00 High · most bullish analyst$4.50 Our research · scenarios, merits, risks, and invalidation triggersResearch as of 19 Jun 2026 Scenarios · 12-month scenario targets Bear CaseDownside scenario $3.0020% The macroeconomic downturn prolongs, causing employers to further cut recruitment budgets. Paid employer counts decline sequentially, and intense competition from larger aggregators like Indeed and LinkedIn erodes ZipRecruiter's market share. Base CaseCentral scenario $3.5060% The U.S. hiring market remains soft but stable throughout 2026. ZipRecruiter achieves flat year-over-year revenue growth and meets its target Adjusted EBITDA margin of approximately 14% through disciplined cost management and steady product innovation. Bull CaseUpside scenario $5.5020% A rapid recovery in the U.S. labor market combined with accelerated adoption of ZipRecruiter's high-margin AI products (like 'Be Seen First') drives a sharp rebound in both paid employers and revenue per paid employer, leading to significant operating leverage. Scenarios are anchored to street consensus at the research date, with our probabilities and rationale. Key Investment Merits
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Thesis Invalidation Triggers
All scenarios are estimates and subject to change. Past performance is not indicative of future results. Quality Pillars MembersThis section is available to registered members. Create a free account or sign in to unlock the full breakdown. Explore this dossierValuationIntrinsic value, the six-method breakdown, peer medians, and your assumptions sandbox.Financial SnapshotRevenue, profitability, returns, balance sheet, dividends, and the filing-level detail.Qualitative AnalysisBusiness overview, strategic initiatives, and mergers, acquisitions & partnerships.Outlook & Key DatesForward estimates, reporting calendar, and the monitoring framework. |