ZipRecruiter Inc. Class A Common Stock (ZIP)

FairStock Score: 30/100 — RISKY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

ZipRecruiter is a two-sided online job marketplace, which can have network effects, but the reported numbers show a business that has shrunk. Revenue fell from $645.7M in fiscal 2023 to $474.0M in fiscal 2024 and $449.0M in fiscal 2025, while net income went from $49.1M profit in fiscal 2023 to losses of $12.9M in fiscal 2024 and $33.0M in fiscal 2025. Diluted EPS followed: $0.46 in fiscal 2023, -$0.13 in fiscal 2024 and -$0.37 in fiscal 2025. That is why the provided Lynch category is TURNAROUND, based on a loss in the latest year after earlier profits. The recent quarter is more encouraging: in fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $118.1M, net income $43.4M and diluted EPS $0.53, versus a $9.5M net loss and -$0.10 diluted EPS in fiscal Q2 2025. Still, fiscal Q1 2026 showed a $4.7M net loss and -$0.06 diluted EPS, so consistency is not yet proven. Financial health is mixed: trailing free cash flow is $15.1M for a 4.0% FCF yield, but ROCE is only 0.38%, the Altman Z-Score is 1.41 and the FairStock Score is 30/100. At the 2026-10-13 close of $4.54, FairStock's P/E is 13.76, EV/EBITDA is 5.84 and PEG is 0.02. Those are not demanding if the fiscal Q2 2026 profit is durable, but Graham would want more evidence of stable earning power before trusting this as a bargain. I would watch whether profitability repeats and revenue stops shrinking.

In plain English: ZipRecruiter runs an online job marketplace where employers post jobs and job seekers apply. The business has been uneven: revenue shrank from fiscal 2023 through fiscal 2025 and the company reported a loss in fiscal 2025, though the most recent quarter showed a profit. At $4.54 a share, the price looks inexpensive compared with that latest quarter, but the company has not yet proven it can earn money consistently.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer