ZipRecruiter, Inc. (ZIP)
NYSECommunication ServicesStaffing & Employment ServicesSnapshot 2026-09-04
$4.22+0.72%
Close 2026-09-04 · 1-day change
NYSECommunication ServicesStaffing & Employment ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · ZIP
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Maintain revenue stability in 2026 with flat year-over-year revenue compared to 2025's decline.
Stated as a priority in 4 of last 4 quarters. Revenue grew from $107.5M in 2026-Q1 to $118.1M in 2026-Q2, a 5% year-over-year increase reversing prior declines. Guidance calls for continued revenue growth and margin expansion in Q3. The trajectory is delivering with recent quarters showing growth after prior declines.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Communication Services names rated neutral grew net income 52% of the time over the next year (vs 52% for the rest of the cohort, n=2519).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Revenue growing 5% year-over-year and above midpoint of guidance.”
“Started 2026 with disciplined execution, delivering Q1 results above midpoint of guidance.”
“Q4'25 revenue guidance at midpoint would represent first year-over-year increase since Q3'22.”
“Midpoint of guidance would mark first time since 2021 that revenue grows sequentially from Q2 to Q3.”
Increase adjusted EBITDA margin from 9% in 2025 to 14% in 2026 through operational improvements.
Stated in 3 of last 3 quarters. Adjusted EBITDA margin improved from 9% in 2026-Q1 to 12% in 2026-Q2, on track toward the 5 percentage point expansion target from 9% in 2025 to 14% in 2026. Management guidance supports margin expansion, indicating progress delivering this priority.
“Adjusted EBITDA margin of 12% in Q2 2026.”
“Adjusted EBITDA margin of 9% in Q1 2026.”
“Adjusted EBITDA margin was 9% in 2025, expected to expand by 5 points in 2026.”
Repurchase senior unsecured notes to reduce debt burden and enhance financial flexibility.
Newly stated in 2026-Q2. The company repurchased approximately $295 million of senior notes at a $65 million discount, significantly reducing debt burden while maintaining strong cash balance. This opportunistic repurchase enhances financial flexibility and aligns with stated capital allocation priorities.
“Opportunistically repurchased $294.6 million of senior unsecured notes at a $65 million discount.”
Appoint Carmen Chan as new CFO to drive financial strategy and operational excellence.
Newly stated in 2026-Q3. The company appointed Carmen Chan as CFO effective August 17, 2026, aiming to strengthen leadership and drive financial strategy. This is a recent development with no financial metrics yet available to assess impact.
“Appointed Carmen Chan as Chief Financial Officer effective August 17, 2026.”
Continue disciplined operational execution to manage costs and deliver results in 2026.
Over the trailing year it converted -1.25x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
10 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Communication Services names rated neutral grew net income 55% of the time over the next year (vs 53% for the rest of the cohort, n=1072).
Not investment advice. As of 2026-09-04.