ZIPZIPRECRUITER, INC.
Services-Computer Programming, Data Processing, Etc.
- Revenue
- $449M
- 5.3% YoY
- Operating margin
- -4.3%
- 1719% YoY
- EBITDA
- −$7M
- 151% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $124M net debt
- AI in 10-K
- —
Red flags 2 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCFired11% of revenueOver 10% of revenue
- Payouts exceed cash flowFired932% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear3% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $741M | $905M | $646M | $474M | $449M | 5.3% |
| Operating income | −$8M | $97M | $79M | $1M | −$19M | 1634% |
| Net income | $4M | $61M | $49M | −$13M | −$33M | 157% |
| Operating cash flow | $144M | $129M | $103M | $46M | $11M | 76% |
| Capex | $6M | $3M | $918K | $922K | $1M | 17% |
| Stock-based comp | $107M | $77M | $84M | $64M | $48M | 26% |
| Buybacks | $3M | $339M | $148M | $40M | $102M | 153% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $485K · 11
- Net
- −$485K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $3M | $1M | 19 | 59 |
| FY2024 | $6M | $4M | 35 | 53 |
| FY2023 | $465K | −$14M | 67 | 51 |
| FY2022 | $1M | −$7M | 79 | 37 |
| FY2021 | $35M | $34M | 120 | 86 |