Added to YB: 2026-07-13
Pitch date: 2026-07-09
ZIP [neutral]
ZipRecruiter, Inc.
-1.53%
current return
Author Info
No bio for this author
Company Info
ZipRecruiter, Inc. operates an online marketplace that connects job seekers and employers in the United States and internationally.
Market Cap
$315.5M
Pitch Price
$3.93
Price Target
N/A
Dividend
N/A
EV/EBITDA
-2.4K
P/E
-13.27
EV/Sales
1.07
Sector
Interactive Media and Services
Category
turnaround
This Week in Special Situations: ZipRecruiter, Inc.
ZIP (overview): Micro-cap w/ $111.8M buyback authorization vs $336M mkt cap. Q1 2026 bought 3.5M shares for $9.4M, shares -6.9% QoQ to 83.7M. Founder-CEO Siegel controls 15.8% via super-voting shares. Retired $295M of 5% notes at $65M discount. 4.6% FCF yield despite negative EPS; net debt/EBITDA 4.8x. Thesis bets on labor-market normalization before buyback capacity runs out.
Read full article (1 min)