COMP <GO>
ZIP vs BLND // EV/EBITDA & P/E VALUATION
ZipRecruiter Inc. (Class A) (NYSE) VS. Blend Labs Inc. (Class A) (NYSE) • 15-METRIC TALLY: ZIP 4
— BLND 5
■ METRIC PARITY
LAST: $4.43 (+2.78%) • MKT CAP: $364.3M
valuation
—
LAST: $1.16 (0.00%) • MKT CAP: $274.4M
valuation
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ZIP VS. BLND)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ZIP | BLND | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 89.20% | 73.80% | +15.40 | ZIP | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -5.50% | -35.00% | +29.50 | ZIP | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 2.71% | 4.20% | -1.49 | BLND | /fcf-yield <GO> |
| Operating Margin | -4.30% | -17.60% | +13.30 | ZIP | /operating-margins <GO> |
| Net Profit Margin | -7.30% | -5.50% | -1.80 | BLND | /net-margins <GO> |
| Revenue Growth (YoY) | -5.30% | 6.80% | -12.10 | BLND | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.62 | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 7/9 | -2.00 | BLND | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.4 | 49.9 | -1.53 | BLND | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $364.3M | $274.4M | $89.9M | ZIP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ZIP REV | BLND REV | ZIP GROSS % | BLND GROSS % | ZIP FCF | BLND FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $449.0M | $123.6M | 89.2% | 73.8% | $9.9M | $11.5M |
| FY 2024 | $474.0M | $115.8M | 89.4% | 71.9% | $44.8M | -$13.0M |
| FY 2023 | $645.7M | $109.5M | — | — | $103.2M | -$127.6M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ZIP // BETA —
BLND // BETA —