Added to YB: 2025-06-19
Pitch date: 2025-06-16
ZIP [bearish]
ZipRecruiter, Inc.
+11.23%
current return
Author Info
No bio for this author
Company Info
ZipRecruiter, Inc., together with its subsidiaries, operates an online marketplace that connects job seekers and employers in the United States and internationally.
Market Cap
$440.8M
Pitch Price
$5.43
Price Target
3.00 (-38%)
Dividend
N/A
EV/EBITDA
-35.84
P/E
-13.54
EV/Sales
1.28
Sector
Interactive Media and Services
Category
value
ZIP short
ZIP short: Web traffic declines across recruitment partners hurting ZIP's value proposition. QPE -11% YoY as SMBs churn, RPE dropped 10% QoQ facing pay-for-results competitors. EBITDA margins collapsed (17% to 5%) with fixed SG&A. AI resume screening diminishes need for curated platforms. Overvalued at 21.5x EV/EBITDA. PT $3 (-45%).
Read full article (3 min)