ZIP — Stock Film
STOCK FILMSCENE 1/11ZIP · $3.74
Stock Expert AI presents
ZIP
ZipRecruiter, Inc
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
ZipRecruiter, Inc. What it actually does.

Operates a two-sided marketplace connecting job seekers and employers. Provides a platform for employers to post job listings. Now — the numbers.

on the stock market since 2021
800 employees
$322.6M market value
WHERE DOES THE MONEY COME FROM?
77%License
LicenseServices 23%
77% of all revenue comes from a single line: License.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

Revenue last year:
$449M
The loss that same year:
$33M
For every $1 it earns, the company spends $1.1.

The company is still in the product-building phase: its spending runs above its sales. That only changes once the product starts selling at scale.

In the vault right now:
$409.1M
DEBT: $568.4M
At this pace, that money lasts about 12.4 years.

At this burn rate the cash pile isn’t the pressing question — for now, time is on the company’s side.

THE PRICE TAG
MARKET VALUE / ANNUAL SALES
0.7×

This company is not turning a profit, so the market is pricing its sales instead: 0.7× for every dollar of annual revenue.

Against companies in its own sector, it looks cheaper than 90% of them.

Analysts' average target sits 27% above today's price.

INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
75
strong

Clearly above the class average — a step short of the very top.

FINANCIAL STRENGTH
65
strong

A solid grade overall — yet the debt outweighs the cash. The strength here comes from earnings power.

VALUATION
90
very strong

The price looks reasonable next to what the company earns.

PRICE MOMENTUM
42
weak

Clearly below the class average.

WORTH WATCHING

Price Momentum: The stock has lagged the market in recent months; investor interest is weak right now.

THE FIVE-YEAR JOURNEY
A long and steep decline.

An investor who bought at the very peak is down 88% today. The business is the same; what changed most is the price — and the expectations — the market pins on it.

1
THE BRIGHT SIDE · 1/2
The product is selling

Sales run at $449.0M a year. A small number, but proof the product has real buyers.

2
THE BRIGHT SIDE · 2/2
Delivers on expectations

It met or beat analyst expectations in 7 of the last 8 quarters — consistency is a promise kept.

1
THE RISKS · 1/3
Running at a loss

A loss of $33.0M against $449.0M in annual sales. And on top of that, sales fell from the year before.

2
THE RISKS · 2/3
The stock has lost its spark

Buyers haven’t stepped back in yet; the price hasn’t found its footing. Report-card grade: 42/100. For a turnaround signal, the stock first needs to close the gap with the market.

3
THE RISKS · 3/3
Executives aren’t buying

No clear buy-side message is coming from the executive floor.

FINALE · THE GRADE
A
73 / 100 · MoonshotScore

On our five-subject report card, ZIP sits near the top of the class. A high grade doesn’t mean “guaranteed win” — it means “the evidence looks strong for now.”

The takeaway: ZIP is a high-risk stock — not yet profitable, and its future rides on its product catching on.

What would you like to do next?
Open the stock page →
This was a film — not investment advice.
Data: FMP & company filings
Sep 11, 2026 · stockexpertai.com · Stock Film