ZipRecruiter (ZIP)
Market Price (5/2/2026): $3.09 | Market Cap: $261.6 MilSector: Communication Services | Industry: Interactive Media & Services
ZipRecruiter (ZIP)
Market Price (5/2/2026): $3.09Market Cap: $261.6 MilSector: Communication ServicesIndustry: Interactive Media & Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -28% Megatrend and thematic driversMegatrends include Artificial Intelligence, Cloud Computing, and E-commerce & Digital Retail. Themes include AI Software Platforms, Show more. | Weak multi-year price returns2Y Excs Rtn is -112%, 3Y Excs Rtn is -160% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -19 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -4.3% Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 57% Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -5.3%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -20% Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 11% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -16% Key risksZIP key risks include [1] limited competitive differentiation due to its AI strategy and lack of an Applicant Tracking System (ATS), Show more. |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -28% |
| Megatrend and thematic driversMegatrends include Artificial Intelligence, Cloud Computing, and E-commerce & Digital Retail. Themes include AI Software Platforms, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -112%, 3Y Excs Rtn is -160% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -19 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -4.3% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 57% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -5.3%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -20% |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 11% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -16% |
| Key risksZIP key risks include [1] limited competitive differentiation due to its AI strategy and lack of an Applicant Tracking System (ATS), Show more. |
Qualitative Assessment
AI Analysis | Feedback
1. Investor Optimism for 2026 Recovery Despite Q4 2025 Miss.
Despite missing analyst estimates for Q4 2025 revenue ($111.7 million against a forecast miss of $0.38 million) and posting an EPS of -$0.01 (missing the $0.04 estimate by 125.00%), ZipRecruiter's stock experienced a significant rally. The company's Q4 2025 earnings call on February 25, 2026, highlighted year-over-year revenue growth in the fourth quarter and exceeding Adjusted EBITDA expectations for the full year. This performance, coupled with management's projection of gradual revenue improvement throughout 2026 and analyst predictions of a return to profitability, fueled investor optimism for recovery, contributing to a 26% weekly rally in the stock by February 26, 2026.
2. Enhanced Product Portfolio with AI-Powered Solutions.
ZipRecruiter entered 2026 with an "even stronger product portfolio," emphasizing new features like "Be Seen First" and improved AI-powered solutions aimed at increasing candidate engagement. Further bolstering its technological offerings, the company launched a ChatGPT App for AI-Powered Job Discovery in March 2026, signaling ongoing innovation and a commitment to leveraging artificial intelligence to enhance its employment marketplace.
Show more
Stock Movement Drivers
Fundamental Drivers
The 25.6% change in ZIP stock from 1/31/2026 to 5/1/2026 was primarily driven by a 23.1% change in the company's P/S Multiple.| (LTM values as of) | 1312026 | 5012026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.46 | 3.09 | 25.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 448 | 449 | 0.1% |
| P/S Multiple | 0.5 | 0.6 | 23.1% |
| Shares Outstanding (Mil) | 86 | 85 | 1.9% |
| Cumulative Contribution | 25.6% |
Market Drivers
1/31/2026 to 5/1/2026| Return | Correlation | |
|---|---|---|
| ZIP | 25.6% | |
| Market (SPY) | 3.6% | 38.1% |
| Sector (XLC) | -2.5% | 27.9% |
Fundamental Drivers
The -33.5% change in ZIP stock from 10/31/2025 to 5/1/2026 was primarily driven by a -37.7% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 5012026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.65 | 3.09 | -33.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 450 | 449 | -0.3% |
| P/S Multiple | 0.9 | 0.6 | -37.7% |
| Shares Outstanding (Mil) | 91 | 85 | 7.0% |
| Cumulative Contribution | -33.5% |
Market Drivers
10/31/2025 to 5/1/2026| Return | Correlation | |
|---|---|---|
| ZIP | -33.5% | |
| Market (SPY) | 5.5% | 37.1% |
| Sector (XLC) | 2.3% | 30.7% |
Fundamental Drivers
The -40.1% change in ZIP stock from 4/30/2025 to 5/1/2026 was primarily driven by a -45.2% change in the company's P/S Multiple.| (LTM values as of) | 4302025 | 5012026 | Change |
|---|---|---|---|
| Stock Price ($) | 5.16 | 3.09 | -40.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 474 | 449 | -5.3% |
| P/S Multiple | 1.1 | 0.6 | -45.2% |
| Shares Outstanding (Mil) | 98 | 85 | 15.4% |
| Cumulative Contribution | -40.1% |
Market Drivers
4/30/2025 to 5/1/2026| Return | Correlation | |
|---|---|---|
| ZIP | -40.1% | |
| Market (SPY) | 30.4% | 40.4% |
| Sector (XLC) | 23.8% | 33.1% |
Fundamental Drivers
The -81.8% change in ZIP stock from 4/30/2023 to 5/1/2026 was primarily driven by a -71.3% change in the company's P/S Multiple.| (LTM values as of) | 4302023 | 5012026 | Change |
|---|---|---|---|
| Stock Price ($) | 16.94 | 3.09 | -81.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 905 | 449 | -50.4% |
| P/S Multiple | 2.0 | 0.6 | -71.3% |
| Shares Outstanding (Mil) | 109 | 85 | 28.2% |
| Cumulative Contribution | -81.8% |
Market Drivers
4/30/2023 to 5/1/2026| Return | Correlation | |
|---|---|---|
| ZIP | -81.8% | |
| Market (SPY) | 78.7% | 37.7% |
| Sector (XLC) | 101.4% | 33.4% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ZIP Return | 104% | -34% | -15% | -48% | -46% | -25% | -76% |
| Peers Return | 65% | -31% | 14% | -10% | -16% | -1% | -4% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 5% | 92% |
Monthly Win Rates [3] | |||||||
| ZIP Win Rate | 42% | 25% | 50% | 25% | 42% | 50% | |
| Peers Win Rate | 70% | 33% | 45% | 40% | 45% | 55% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| ZIP Max Drawdown | 0% | -42% | -37% | -49% | -52% | -57% | |
| Peers Max Drawdown | -4% | -41% | -25% | -28% | -38% | -21% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: MSFT, UPWK, DHX, RHI, MAN.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/1/2026 (YTD)
How Low Can It Go
| Event | ZIP | S&P 500 |
|---|---|---|
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -13.4% | -7.8% |
| % Gain to Breakeven | 15.4% | 8.5% |
| Time to Breakeven | 9 days | 18 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -23.5% | -17.9% |
| % Gain to Breakeven | 30.7% | 21.8% |
| Time to Breakeven | 3525 days | 123 days |
In The Past
ZipRecruiter's stock fell -13.4% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 15.4% gain to breakeven.
Preserve Wealth
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Asset Allocation
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| Event | ZIP | S&P 500 |
|---|---|---|
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -23.5% | -17.9% |
| % Gain to Breakeven | 30.7% | 21.8% |
| Time to Breakeven | 3525 days | 123 days |
In The Past
ZipRecruiter's stock fell -13.4% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 15.4% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About ZipRecruiter (ZIP)
AI Analysis | Feedback
Here are 1-3 brief analogies for ZipRecruiter:
The Amazon Marketplace for jobs
eBay for job listings
Uber for job searching
AI Analysis | Feedback
```html- Job Posting and Employer Solutions: A platform that enables employers to post job openings, manage candidates, and access tools for recruiting and hiring.
- Job Search and Application Platform: A service for job seekers to discover job opportunities and apply to them with a single click.
AI Analysis | Feedback
ZipRecruiter (ZIP) primarily sells its services to other companies, specifically employers looking to hire job seekers.
Due to the nature of its business as a job marketplace, ZipRecruiter serves a highly diverse and fragmented customer base of employers across numerous industries and organizational sizes. Its platform is utilized by a wide spectrum of businesses, including:
- Small and Medium-sized Businesses (SMBs)
- Large Enterprises
ZipRecruiter does not publicly disclose specific "major customers" by name in its financial filings or other public statements. This is typical for companies operating a job marketplace, as their revenue is derived from a vast number of individual employers rather than a concentrated base of a few large clients. No single employer or a small group of employers is known to constitute a significant portion of ZipRecruiter's overall revenue.
Therefore, while its customers are indeed other companies (employers), specific names of major customers are not publicly identifiable.
AI Analysis | Feedback
Ian Siegel, Chief Executive Officer & Co-Founder
Ian Siegel co-founded ZipRecruiter in 2010 and serves as its Chief Executive Officer. Prior to founding ZipRecruiter, he held executive product and technology leadership roles at companies including CitySearch, Stamps.com, Rent.com (an eBay company), Pictage, and MyLife.com. Siegel has a proven track record of building and scaling successful internet businesses.
Timothy Yarbrough, EVP, Chief Financial Officer
Timothy Yarbrough is the EVP, Chief Financial Officer at ZipRecruiter, where he leads Accounting, Finance, Business Planning & Operations, and Revenue Operations. He played a key role in guiding ZipRecruiter's growth from a startup to a publicly traded company. Before joining ZipRecruiter, Tim was the Finance Director at Convertro, Inc. through its acquisition by AOL.com, and held various managerial and strategic finance roles at Qualcomm, Inc.
David Travers, President
David Travers is the President of ZipRecruiter. Prior to his current role, he was the Co-Founder and Co-Managing Partner of Basepoint Ventures and a Partner at Rustic Canyon Partners, both venture capital firms. He also worked in Corporate Strategy at The Walt Disney Company and served as an Executive Assistant to the National Security Advisor in the White House. His initial belief in ZipRecruiter stemmed from his time as a venture capital investor.
Boris Shimanovsky, EVP, Chief Technology Officer
Boris Shimanovsky serves as the EVP, Chief Technology Officer at ZipRecruiter, leading all engineering and technology functions. He is responsible for empowering his technology team and enabling ZipRecruiter's goals through scalable systems, data, and machine learning/Artificial Intelligence practices. Before joining ZipRecruiter in June 2020, he was SVP of Engineering at Foursquare and Chief Technology Officer at Factual, Inc. He also co-founded Chronos Software Group.
Amy Garefis, EVP, Chief Accounting Officer & Chief People Officer
Amy Garefis is the EVP, Chief Accounting Officer & Chief People Officer at ZipRecruiter, overseeing the People Team, and previously leading Accounting, Tax, Internal Audit, Payroll & Benefits. Prior to ZipRecruiter, she was the Vice President and Controller for a large broker-dealer and held management roles at a boutique technology investment bank and Sony Pictures.
AI Analysis | Feedback
```htmlHere are the key risks to ZipRecruiter's business:
- Sensitivity to Economic Cycles and Hiring Demand: ZipRecruiter's business is highly dependent on the overall health of the economy and the demand for hiring. A weaker job market, characterized by slower hiring and reduced job seeker churn, directly translates to declining revenue and profitability for the company. The company's significant exposure to small and medium-sized businesses further exacerbates this vulnerability during economic downturns.
- Intense Competition and Rapid Technological Advancements: The online recruitment market in which ZipRecruiter operates is highly competitive and fragmented, with numerous players including large rivals like Indeed, LinkedIn, Google, and Meta. While ZipRecruiter leverages AI for its matching technology, the rapid evolution of AI and the potential for companies to adopt their own internal hiring solutions or AI-based tools could threaten ZipRecruiter's market share and growth. The need to continuously innovate and adapt to technological changes and competitive pressures is crucial for its sustained success.
- Technology and Uptime Risks, including Data Security and Privacy: ZipRecruiter relies entirely on cloud infrastructure, making it susceptible to technology failures and service disruptions. Furthermore, the company faces risks associated with evolving global regulations on privacy, data protection, AI, and cybersecurity. Past data security incidents indicate an ongoing need for robust cybersecurity measures, as breaches could lead to reputational damage, financial losses, and regulatory penalties.
AI Analysis | Feedback
The clear emerging threat to ZipRecruiter is the proliferation and increasing adoption of **AI-driven proactive talent acquisition platforms and internal talent marketplaces**. These platforms leverage artificial intelligence to dynamically match candidates (both internal to organizations and external) with opportunities based on skills, experience, and potential, often bypassing the traditional model of employers posting jobs and job seekers manually applying. As companies increasingly adopt these sophisticated systems for talent intelligence, internal mobility, and direct sourcing, the reliance on external job boards for sourcing and application management may diminish, similar to how streaming services disrupted physical media rentals.
AI Analysis | Feedback
ZipRecruiter operates within the U.S. employment and recruiting sector, which has a total addressable market (TAM) exceeding $300 billion. Within this broader market, online recruitment sites, representing ZipRecruiter's core service, constitute a segment exceeding $15 billion.
AI Analysis | Feedback
Expected Drivers of Future Revenue Growth for ZipRecruiter (ZIP)
Over the next 2-3 years, ZipRecruiter (ZIP) is expected to drive future revenue growth through several key initiatives and market trends:
- Advancements in AI-Powered Solutions and Product Innovation: ZipRecruiter is actively investing in and launching new artificial intelligence (AI)-powered tools to enhance the experience for both job seekers and employers. Recently introduced features like the "Be Seen First" tool, which makes candidates nearly twice as likely to start a conversation with employers, and improvements to its AI-powered career advisor "Phil," are designed to increase candidate engagement and improve matching efficiency. These innovations aim to drive deeper platform engagement and capture greater market share by offering a more streamlined and effective hiring process.
- Expansion of Enterprise and Performance Marketing Revenue: The company is seeing growth in its performance marketing revenue and its enterprise segment. Performance marketing revenue accelerated in Q4 2025, and the combination of performance marketing and enterprise accounts now constitutes a growing portion of total revenue, indicating a strategic shift towards more stable and higher-value customer relationships. ZipRecruiter has also rolled out an Enterprise Plan specifically tailored with features to meet the recruitment needs of larger businesses.
- Market Share Gains and Labor Market Normalization: Despite a currently challenging and subdued hiring environment, ZipRecruiter's management anticipates gaining market share and is confident in its position to capitalize on growth as labor market conditions eventually normalize. The company achieved a return to year-over-year revenue growth in Q4 2025, a significant milestone amid prevailing economic headwinds, suggesting resilience and potential for further recovery when the overall hiring demand strengthens.
- Increased Job Seeker Traffic Driven by AI and Large Language Models: ZipRecruiter's platform is expanding its reach, with overall job seeker traffic outperforming its largest competitors throughout 2025. Notably, site visits originating from AI and large language model engines more than doubled year-over-year in Q4 2025. This indicates a successful strategy in optimizing discovery within these emerging generative AI channels, which is expected to lead to a higher volume of job applications and increased employer interest, thereby contributing to revenue growth.
AI Analysis | Feedback
Share Repurchases
- As of December 31, 2025, ZipRecruiter had $121.2 million remaining for future share repurchases under its active program.
- In 2025, the company repurchased 18.9 million shares for $101.9 million.
- On August 11, 2025, the board authorized a $100 million increase to the share repurchase program, bringing the total program size to $750.0 million.
Capital Expenditures
- Capital expenditures for the trailing twelve months ended September 2025 were -$7.87 million.
- ZipRecruiter plans to continue investing in technology and marketing to drive growth and improve its marketplace.
- The company made significant investments in research and development, accounting for 28% of total revenue in both 2025 and 2024, primarily to improve matching technology and user experience.
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| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 04242026 | CMCSA | Comcast | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | -1.9% | -1.9% | -2.9% |
| 04022026 | TTD | Trade Desk | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | 7.0% | 7.0% | -8.9% |
| 03272026 | META | Meta Platforms | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 16.4% | 16.4% | 0.0% |
| 03272026 | MSFT | Microsoft | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 14.3% | 14.3% | 0.0% |
| 03272026 | UPWK | Upwork | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | -4.8% | -4.8% | -4.8% |
| 06302022 | ZIP | ZipRecruiter | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | 10.5% | 19.8% | -1.9% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 18.75 |
| Mkt Cap | 1.4 |
| Rev LTM | 3,083 |
| Op Inc LTM | 103 |
| FCF LTM | 118 |
| FCF 3Y Avg | 128 |
| CFO LTM | 135 |
| CFO 3Y Avg | 168 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -2.4% |
| Rev Chg 3Y Avg | -4.1% |
| Rev Chg Q | 2.1% |
| QoQ Delta Rev Chg LTM | 0.5% |
| Op Inc Chg LTM | 0.0% |
| Op Inc Chg 3Y Avg | -2.0% |
| Op Mgn LTM | 6.1% |
| Op Mgn 3Y Avg | 5.8% |
| QoQ Delta Op Mgn LTM | 0.9% |
| CFO/Rev LTM | 11.2% |
| CFO/Rev 3Y Avg | 12.2% |
| FCF/Rev LTM | 7.9% |
| FCF/Rev 3Y Avg | 7.2% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 1.4 |
| P/S | 0.7 |
| P/Op Inc | 9.3 |
| P/EBIT | 9.1 |
| P/E | 2.0 |
| P/CFO | 7.0 |
| Total Yield | 3.2% |
| Dividend Yield | 0.4% |
| FCF Yield 3Y Avg | 4.9% |
| D/E | 0.3 |
| Net D/E | 0.2 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 7.9% |
| 3M Rtn | -9.7% |
| 6M Rtn | -8.8% |
| 12M Rtn | -23.3% |
| 3Y Rtn | -40.9% |
| 1M Excs Rtn | -2.1% |
| 3M Excs Rtn | -13.9% |
| 6M Excs Rtn | -15.4% |
| 12M Excs Rtn | -53.0% |
| 3Y Excs Rtn | -120.1% |
Price Behavior
| Market Price | $3.09 | |
| Market Cap ($ Bil) | 0.3 | |
| First Trading Date | 04/14/2011 | |
| Distance from 52W High | -52.1% | |
| 50 Days | 200 Days | |
| DMA Price | $2.40 | $3.69 |
| DMA Trend | down | down |
| Distance from DMA | 28.5% | -16.2% |
| 3M | 1YR | |
| Volatility | 117.1% | 85.9% |
| Downside Capture | 2.46 | 2.25 |
| Upside Capture | 431.42 | 231.45 |
| Correlation (SPY) | 37.4% | 40.0% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.58 | 1.48 | 2.90 | 2.64 | 2.77 | 1.55 |
| Up Beta | 0.21 | 0.93 | 1.28 | 2.64 | 3.26 | 1.52 |
| Down Beta | -12.37 | 0.33 | 1.00 | 0.67 | 0.97 | 1.04 |
| Up Capture | 511% | 395% | 657% | 375% | 465% | 212% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 16 | 25 | 33 | 57 | 116 | 348 |
| Down Capture | 329% | 61% | 296% | 250% | 204% | 113% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 5 | 16 | 28 | 65 | 127 | 387 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ZIP | |
|---|---|---|---|---|
| ZIP | -40.5% | 86.0% | -0.22 | - |
| Sector ETF (XLC) | 23.9% | 13.2% | 1.36 | 33.3% |
| Equity (SPY) | 30.6% | 12.5% | 1.88 | 40.5% |
| Gold (GLD) | 39.5% | 27.2% | 1.20 | -0.9% |
| Commodities (DBC) | 51.5% | 17.9% | 2.20 | 5.1% |
| Real Estate (VNQ) | 13.1% | 13.5% | 0.67 | 14.5% |
| Bitcoin (BTCUSD) | -18.2% | 42.1% | -0.36 | 28.3% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ZIP | |
|---|---|---|---|---|
| ZIP | -32.0% | 61.3% | -0.39 | - |
| Sector ETF (XLC) | 9.9% | 20.7% | 0.39 | 41.5% |
| Equity (SPY) | 12.8% | 17.1% | 0.59 | 44.2% |
| Gold (GLD) | 20.5% | 17.9% | 0.94 | 3.0% |
| Commodities (DBC) | 14.3% | 19.1% | 0.61 | 12.2% |
| Real Estate (VNQ) | 3.5% | 18.8% | 0.09 | 31.7% |
| Bitcoin (BTCUSD) | 7.4% | 56.1% | 0.35 | 27.5% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ZIP | |
|---|---|---|---|---|
| ZIP | -17.5% | 61.3% | -0.39 | - |
| Sector ETF (XLC) | 9.7% | 22.3% | 0.51 | 41.5% |
| Equity (SPY) | 14.9% | 17.9% | 0.71 | 44.2% |
| Gold (GLD) | 13.6% | 15.9% | 0.71 | 3.0% |
| Commodities (DBC) | 9.7% | 17.7% | 0.46 | 12.2% |
| Real Estate (VNQ) | 5.7% | 20.7% | 0.24 | 31.7% |
| Bitcoin (BTCUSD) | 67.4% | 66.9% | 1.07 | 27.5% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/25/2026 | -23.5% | -16.3% | -27.1% |
| 11/5/2025 | 4.9% | 17.0% | 31.2% |
| 8/11/2025 | 10.9% | 26.7% | 35.9% |
| 5/8/2025 | -23.6% | -7.0% | 11.6% |
| 2/25/2025 | -15.9% | -13.5% | -8.8% |
| 11/6/2024 | 11.8% | 1.7% | -17.9% |
| 8/7/2024 | 13.7% | 12.1% | 25.7% |
| 5/9/2024 | -11.3% | -8.3% | -12.5% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 10 | 10 | 9 |
| # Negative | 10 | 10 | 11 |
| Median Positive | 11.6% | 12.6% | 21.4% |
| Median Negative | -10.8% | -13.0% | -12.5% |
| Max Positive | 16.4% | 26.7% | 68.1% |
| Max Negative | -23.6% | -26.6% | -36.4% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/25/2026 | 10-K |
| 09/30/2025 | 11/05/2025 | 10-Q |
| 06/30/2025 | 08/11/2025 | 10-Q |
| 03/31/2025 | 05/08/2025 | 10-Q |
| 12/31/2024 | 02/25/2025 | 10-K |
| 09/30/2024 | 11/06/2024 | 10-Q |
| 06/30/2024 | 08/07/2024 | 10-Q |
| 03/31/2024 | 05/09/2024 | 10-Q |
| 12/31/2023 | 02/28/2024 | 10-K |
| 09/30/2023 | 11/08/2023 | 10-Q |
| 06/30/2023 | 08/08/2023 | 10-Q |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 02/27/2023 | 10-K |
| 09/30/2022 | 11/09/2022 | 10-Q |
| 06/30/2022 | 08/15/2022 | 10-Q |
| 03/31/2022 | 05/13/2022 | 10-Q |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Siegel, Ian H | CHIEF EXECUTIVE OFFICER | Direct | Sell | 4072026 | 2.07 | 9,722 | 20,151 | 290,837 | Form |
| 2 | Siegel, Ian H | CHIEF EXECUTIVE OFFICER | Direct | Sell | 4072026 | 27.61 | 17,482 | 482,661 | 4,702,696 | Form |
| 3 | Siegel, Ian H | CHIEF EXECUTIVE OFFICER | Direct | Sell | 4032026 | 1.86 | 9,722 | 18,127 | 350,179 | Form |
| 4 | Siegel, Ian H | CHIEF EXECUTIVE OFFICER | Direct | Sell | 4032026 | 1.90 | 9,722 | 18,485 | 375,595 | Form |
| 5 | Siegel, Ian H | CHIEF EXECUTIVE OFFICER | Direct | Sell | 3202026 | 2.17 | 9,722 | 21,061 | 448,983 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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