Added to YB: 2026-02-16
Pitch date: 2025-12-03
ZIP [bearish]
ZipRecruiter, Inc.
+60.93%
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
$156.7M
Pitch Price
$5.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
-17.62
P/E
-4.05
EV/Sales
0.68
Sector
Interactive Media and Services
Category
turnaround
ZipRecruiter, Inc. - $ZIP (short)
ZIP (short): Online job marketplace in secular decline due to AI disruption. Revenue -28.6% '23, -26.6% '24. LinkedIn/Indeed have 5-10x data advantage for AI. Insiders dump shares while buying back stock at peak. QPE fell 175k→67k. $550M debt at 8.6x EBITDA, trades $0.80, matures 2030. FCF negative ex-SBC. Trading at highest EV/EBITDA despite worst prospects.
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