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
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 4 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $4.22 ZIP trades at 0.8× p/s, below its 1.0× p/s peer median. Our $4.67 fair value sits above the price. We hold it with medium confidence: its earnings are too depressed to value on P/E (we anchor on sales instead). Analysts target $3.50–$5.00. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The price sits about 10% below a flat-multiple fair value, while analysts forecast about 6% growth — below our forecast. This describes what's priced in, not a forecast of the move.
TTM earnings are negative, so the read leans on sales- and cash-flow-based methods rather than P/E. This is a data condition, not a forward call.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $4.00 | — | — | Analyst | high |
| Peer EV/Sales | 12M | $17.61 | 3.5 | 5.47 | TTM | high |
| Peer P/FCF | 12M | $1.91 | 11.4 | 0.17 | TTM | high |
| Peer P/S | 12M | $5.34 | 1.0 | 5.47 | TTM | high |
| Peer EV/Sales |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
$3.50 – $5.00 (median $4.00) · 4 analysts · as of 2026-08-06
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price the business can't be justified by any reasonable horizon of the forecast growth; the price already runs past what the model can underwrite. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $0.06/sh owner earnings.
Looks more expensive than peers.
Self-history needs ~20 months of data.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 3Y |
| $21.06 |
| 3.5 |
| 6.46 |
| Analyst |
| medium |
| Peer P/S | 3Y | $6.30 | 1.0 | 6.46 | Analyst | medium |
| Peer EV/Sales | 5Y | $23.63 | 3.5 | 7.19 | Analyst | medium |
| Peer P/S | 5Y | $7.02 | 1.0 | 7.19 | Analyst | medium |