ZipRecruiter (47R) AI Stock Analysis
ZipRecruiter
(Frankfurt:47R)
No summary available
ZipRecruiter (47R) vs. iShares MSCI Germany ETF (EWG)
- Market Cap
- EUR 345.35M
- Dividend Yield
- ―
- Average Volume (3M)
- ―
- Price to Earnings (P/E)
- 12.0
- Beta (1Y)
- 0.31
- Revenue Growth
- -6.39%
- EPS Growth
- ―
- Country
- Germany
- Employees
- 800
- Sector
- Communication Services
- Sector Strength
- 60
- Industry
- Staffing & Employment Services
ZipRecruiter Business Overview & Revenue Model
Company Description
ZipRecruiter, Inc. operates as a web-based hiring platform for small and medium sized businesses. It streamlines the hiring process and offers reseller programs, ATS integrations, and email alert program. The company was founded by Ian Siegel, Joe Ed...
ZipRecruiter Earnings Call Summary
The call conveys a generally positive tone driven by product-led momentum (notably the next-generation AI engine and Be Seen First), strong operational improvements (adjusted EBITDA margin expansion and cost/marketing efficiency), healthy cash position and constructive guidance. These positives are tempered by a still-muted hiring market — revenue down 2% YoY and revenue per employer down — and a GAAP net loss. Management presented confident guidance for flat full-year revenue and margin expansion, indicating they view product and go-to-market gains as likely to offset macro headwinds.
Q1-2026 Updates
Positive Updates
Negative Updates
Company Guidance
ZipRecruiter's guidance for Q2 2026 calls for revenue of $112.0M at the midpoint (implying roughly flat year‑over‑year and ~4% sequential growth from Q1's $107.5M) and adjusted EBITDA of $13.0M at the midpoint (about a 12% margin); looking beyond Q2 the company expects full‑year 2026 revenue to be flat year‑over‑year (a 5 percentage‑point improvement versus 2025’s -5%) and adjusted EBITDA margin to expand to ~14% (up 5 points from 9% in 2025). In support of that outlook management pointed to Q1 results of $107.5M revenue, $9.7M adjusted EBITDA (9% margin), a $4.7M net loss, $393.5M cash and marketable securities, 63k quarterly paid employers (flat YoY, +7% QoQ), $1,698 revenue per paid employer (-2% YoY, -10% QoQ) and $9.4M of share repurchases (3.5M shares), as well as product and marketplace traction including +37% application volume for users of the next‑gen AI engine, 12% of applicants choosing Be Seen First (nearly 2× employer message rate), +26% YoY growth in engaged job seekers via organic search, and enterprise/performance marketing making up 24% of revenue (performance marketing revenue +5% YoY).
ZipRecruiter Risk Analysis
ZipRecruiter disclosed 54 risk factors in its most recent earnings report. ZipRecruiter reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
1 New RiskZipRecruiter Peers Comparison
Overall Rating
UPWK81Outperform
DHX63Neutral
RHI60Neutral
KELYA56Neutral
MAN56Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| UPWK | 81Outperform | $1.21B | 11.96 | 16.92% | ― | -1.24% | -55.31% |
| DHX | 63Neutral | $207.57M | 149.24 | 1.28% | ― | -7.34% | ― |
| Sector * | 60Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% |
| RHI | 60Neutral | $4.58B | 35.84 | 9.89% | 5.40% | -2.94% | -21.03% |
| KELYA | 56Neutral | $617.18M | -2.09 | -27.06% | 1.83% | -9.63% | -4468.44% |
| MAN | 56Neutral | $2.21B | 17.62 | 5.75% | 3.17% | 7.25% | ― |
* Communication Services Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DE:47R | ZipRecruiter, Inc. | 3.68 | 0.13 | 3.58% | |
| DHX | DHI Group Inc | 4.91 | 3.03 | 161.17% | |
| KELYA | Kelly Services | 16.36 | 5.28 | 47.67% | |
| MAN | ManpowerGroup Inc. | 45.46 | 17.09 | 60.22% | |
| RHI | Robert Half International | 43.73 | 20.04 | 84.60% | |
| UPWK | Upwork Inc | 9.93 | -6.45 | -39.38% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.