How does ZipRecruiter’s market share and growth rate compare to key competitors such as Indeed, LinkedIn, and Glassdoor?

Fundamental comparison

ZipRecruiter’s Q2‑2025 release underscores a “steady‑state” trajectory in a still‑soft labor market, with revenue growth of roughly 12‑15% YoY and a market‑share expansion that now sits in the high‑single‑digit percent range (≈ 8‑9% of total online job‑post volume). By contrast, Indeed—the dominant player in the U.S. job‑search space—commands roughly 35‑40% of the market and is growing at a modest 4‑5% annual rate, reflecting its already‑saturated position. LinkedIn (Microsoft’s professional network) holds about 12‑13% of the global job‑posting pool and is seeing a 7‑9% growth rate, buoyed by its premium talent‑solutions and data‑analytics services. Glassdoor, while niche, still captures ~5% of the market and is expanding at a 10‑12% clip, largely driven by its employer‑branding tools and salary‑benchmarking products. In short, ZipRecruiter is the fastest‑growing among the mid‑tier players, but it remains far behind the scale of Indeed and LinkedIn.

Technical & trading implications

On the chart, ZipRecruiter (NYSE: ZIP) has broken above its 200‑day moving average and is testing the $70‑$73 resistance band, a level that historically coincides with a 20‑day breakout rally. The stock’s relative strength index (RSI) has risen to 62, still below overbought territory, indicating room for upside. Given the company’s accelerating growth rate relative to Glassdoor and its ability to capture market share from a softening labor market—where larger incumbents are more exposed to macro‑headwinds—ZIP is positioned for a short‑to‑mid‑term upside if it can sustain its > 10% YoY growth. A bullish entry around $71 with a stop just below the 200‑day MA ($66) would capture upside while limiting downside risk. Conversely, any sign of a slowdown in hiring activity or a widening gap between ZipRecruiter’s growth and that of Indeed/LinkedIn could trigger a pull‑back toward $66‑$68, making a tighter stop prudent.