Ziprecruiter
ZIP on NYSE. ZipRecruiter sells automated matching between job seekers and employers to both sides. Market value $313m.
Price checks use the past 12 months to June 2026. Quality checks use five annual reports, the latest for the year to December 2025.
Should I look at this?
Not a fit for our list right now
Why it could be worth it
See Technology stocks that passed both tests
This is not advice. Check the numbers below.
For every $100 of what the whole company costs, it produced $5.74 of spare cash in the past 12 months. A savings account pays about $4.
You pay 247.1 years of operating profit for the business. The average large US company costs around 18.
Each dollar kept in the business earns 11 cents a year. Above 10 is good.
Quality score: 35 of 100. Price score: 65 of 100. Our list needs 70 on quality and 60 on price.
$3.68 a share, 123% above its 1-year low
Over the past year the price has ranged from $1.65 to $5.61.
Pays no dividend
Prices from Tuesday’s close (6 October).
Five years of cash, in billions
Spare cash swings from quarter to quarter here: $15 million in the past 12 months, $3 million in the year to December 2025.
| Revenue | |||||
| Revenue | $741m | $905m | $646m | $474m | $449m |
| Operating margin | |||||
| Operating margin | -1.1% | 10.7% | 12.3% | 0.3% | -4.3% |
| Debt to equity | |||||
| Debt to equity | 0.00 | 18.92 | 64.86 | 40.48 | n/a |
| Shares outstanding | |||||
| Shares outstanding | 0.12bn | 0.12bn | 0.11bn | 0.10bn | 0.07bn |
Health checks
- Free cash flow positive5 of 5 years
- Accounting looks honest (Beneish)Nothing unusual
- Financial strength (Piotroski)3 of 8 checks we could run
- Profit backed by cash (accruals)Yes
- DebtUnknown
- Revenue growth, five yearsShrinking, 11.8% a year
- Buying back its own sharesYes, 38% fewer since 2021
The quarter to June 2026
How the business did, compared with the same quarter a year earlier.
- Sales: $118 million last quarter, up 5% on a year ago.
- Profit: $43 million, after a loss of $10 million a year ago.
- It keeps 0 cents of each $1 of sales as operating profit, after losing 6 cents a year earlier.
- Spare cash over the past 12 months: $15 million, up from $14 million.
- 9% fewer shares than a year ago. Each share owns a bit more of the company.
- Debt is $124 million more than cash, down from $341 million a year ago.
- Sales grew on a year ago in 2 of the last 4 quarters.
| Quarter to | Amount |
|---|---|
| September 2024 | $117m |
| December 2024 | $111m |
| March 2025 | $110m |
| June 2025 | $112m |
| September 2025 | $115m |
| December 2025 | $112m |
| March 2026 | $108m |
| June 2026 | $118m |
| Quarter to | Amount |
|---|---|
| September 2024 | -$3m |
| December 2024 | -$11m |
| March 2025 | -$13m |
| June 2025 | -$10m |
| September 2025 | -$10m |
| December 2025 | -$835,000 |
| March 2026 | -$5m |
| June 2026 | $43m |
From the company's quarterly reports to the SEC.
Dates
- Next results (estimated)
- n/a
- Last annual report (10-K)
- 25 February 2026
- Next quarterly (estimated, 10-Q)
- 4 November 2026
Who owns it
None of the long-term investors we follow own it. 139 funds in all.
Largest holders overall
- BlackRock$33mAdded
- Edmond de Rothschild Holding$21m
- Disciplined Growth Investors$15mCut
- AQR Capital Management$15mAdded
- Acadian Asset Management$11m
- Vanguard Capital Management$10mCut
- Vanguard Portfolio Management$9mAdded
- Marshall Wace, LLP$8mAdded
- Renaissance Technologies$7m
- Geode Capital Management$6mAdded
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
7 investors own more than 5%.
- SIEGEL IAN H.Passive investor15.8%+0.3 ptsSince 31 December 2025
- EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE)Passive investorat least 7.9%+1.1 pts(filed with 1 related holder)Since 31 March 2026
- Norman A. FogelsongPassive investorat least 7.3%−2.1 pts(filed with 12 related holders)Since 31 December 2025
- BlackRock, Inc.Passive investor7.3%−5.6 ptsSince 31 January 2025
- DISCIPLINED GROWTH INVESTORS INC /MNPassive investor5.9%0.0 ptsSince 30 June 2026
- AQR Capital Management, LLCPassive investorat least 5.8%(filed with 1 related holder)Since 30 June 2026
- BlackRock Portfolio Management LLCPassive investor5.5%Since 31 March 2025
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCPassive investorSold down below 5%Since 30 June 2025
- EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG)Passive investorSold down below 5%Since 30 June 2025
- ArrowMark Colorado Holdings, LLCPassive investorSold down below 5%Since 31 December 2025
- The Vanguard GroupPassive investorSold down below 5%Since 13 March 2026
| Holder | Stake | Since | |
|---|---|---|---|
SIEGEL IAN H. Passive investor | 15.8%+0.3 pts | 31 December 2025 | |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) Passive investor | at least 7.9%+1.1 pts (filed with 1 related holder) | 31 March 2026 | |
Norman A. Fogelsong Passive investor | at least 7.3%−2.1 pts (filed with 12 related holders) | 31 December 2025 | |
BlackRock, Inc. Passive investor | 7.3%−5.6 pts | 31 January 2025 | |
DISCIPLINED GROWTH INVESTORS INC /MN Passive investor | 5.9%0.0 pts | 30 June 2026 | |
AQR Capital Management, LLC Passive investor | at least 5.8% (filed with 1 related holder) | 30 June 2026 | |
BlackRock Portfolio Management LLC Passive investor | 5.5% | 31 March 2025 | |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Passive investor | Sold down below 5% | 30 June 2025 | |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) Passive investor | Sold down below 5% | 30 June 2025 | |
ArrowMark Colorado Holdings, LLC Passive investor | Sold down below 5% | 31 December 2025 | |
The Vanguard Group Passive investor | Sold down below 5% | 13 March 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought shares on the open market in the last 12 months. 6 sold $2m, $2m of it under preset trading plans.
- SIEGEL IAN H.CHIEF EXECUTIVE OFFICER, DirectorSoldunder a preset trading plan
- Date
- 5 October 2026
- Shares
- 9,722
- Price
- $3.59
- Value
- $34,921
- SIEGEL IAN H.CHIEF EXECUTIVE OFFICER, DirectorSoldunder a preset trading plan
- Date
- 2 October 2026
- Shares
- 9,722
- Price
- $3.55
- Value
- $34,474
- SIEGEL IAN H.CHIEF EXECUTIVE OFFICER, DirectorSoldunder a preset trading plan
- Date
- 1 October 2026
- Shares
- 9,722
- Price
- $3.48
- Value
- $33,880
- SAKAMOTO RYAN T.EVP, Chief Legal OfficerSoldunder a preset trading plan
- Date
- 25 September 2026
- Shares
- 2,978
- Price
- $3.49
- Value
- $10,395
- SIEGEL IAN H.CHIEF EXECUTIVE OFFICER, DirectorSoldunder a preset trading plan
- Date
- 22 September 2026
- Shares
- 9,722
- Price
- $3.74
- Value
- $36,374
- Garefis AmyEVP, Chief People OfficerSoldunder a preset trading plan
- Date
- 21 September 2026
- Shares
- 7,837
- Price
- $3.80
- Value
- $29,773
- SIEGEL IAN H.CHIEF EXECUTIVE OFFICER, DirectorSoldunder a preset trading plan
- Date
- 21 September 2026
- Shares
- 9,722
- Price
- $3.80
- Value
- $36,962
- TRAVERS DAVIDPresidentSoldunder a preset trading plan
- Date
- 18 September 2026
- Shares
- 24,705
- Price
- $3.66
- Value
- $90,524
- SIEGEL IAN H.CHIEF EXECUTIVE OFFICER, DirectorSoldunder a preset trading plan
- Date
- 18 September 2026
- Shares
- 34,978
- Price
- $3.67
- Value
- $128,390
- SAKAMOTO RYAN T.EVP, Chief Legal OfficerSoldunder a preset trading plan
- Date
- 25 August 2026
- Shares
- 2,978
- Price
- $4.39
- Value
- $13,075
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 5 October 2026 | SIEGEL IAN H. CHIEF EXECUTIVE OFFICER, Director | Sold under a preset trading plan | 9,722 | $3.59 | $34,921 |
| 2 October 2026 | SIEGEL IAN H. CHIEF EXECUTIVE OFFICER, Director | Sold under a preset trading plan | 9,722 | $3.55 | $34,474 |
| 1 October 2026 | SIEGEL IAN H. CHIEF EXECUTIVE OFFICER, Director | Sold under a preset trading plan | 9,722 | $3.48 | $33,880 |
| 25 September 2026 | SAKAMOTO RYAN T. EVP, Chief Legal Officer | Sold under a preset trading plan | 2,978 | $3.49 | $10,395 |
| 22 September 2026 | SIEGEL IAN H. CHIEF EXECUTIVE OFFICER, Director | Sold under a preset trading plan | 9,722 | $3.74 | $36,374 |
| 21 September 2026 | Garefis Amy EVP, Chief People Officer | Sold under a preset trading plan | 7,837 | $3.80 | $29,773 |
| 21 September 2026 | SIEGEL IAN H. CHIEF EXECUTIVE OFFICER, Director | Sold under a preset trading plan | 9,722 | $3.80 | $36,962 |
| 18 September 2026 | TRAVERS DAVID President | Sold under a preset trading plan | 24,705 | $3.66 | $90,524 |
| 18 September 2026 | SIEGEL IAN H. CHIEF EXECUTIVE OFFICER, Director | Sold under a preset trading plan | 34,978 | $3.67 | $128,390 |
| 25 August 2026 | SAKAMOTO RYAN T. EVP, Chief Legal Officer | Sold under a preset trading plan | 2,978 | $4.39 | $13,075 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
What could go wrong
- Sales have shrunk: 11.8% a year.
- It owes more than it owns on paper (negative equity). Often that's from borrowing to buy back shares.
- It isn't cheap on profits: 247.1× operating profit.
Whether the price already reflects the risks is what the deep dive is for.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.