RDW
Redwire Corporation
RDW has the edge over ZIP overall, supported by stronger modeled upside.
ZIP
ZipRecruiter, Inc.
ZIP has slightly lower modeled downside risk, despite its lower overall score.
RDW Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Under pressure | |
| Unavailable |
RDW's revenue is currently healthy, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
ZIP Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Healthy | |
| Stable |
ZIP's cash flow is currently healthy, and its revenue, profitability and balance sheet are stable.
RDW PE Valuation
RDW has no meaningful PE right now: it lost money over the past year.
ZIP PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 11x | $5.64 | — |
| Cheap | 23x | $11.57 | +105% |
| Fair | 32x | $16.00 | +184% |
| Forward | 75x | $5.64 | — |
| Expensive | 169x | $84.62 | +1400% |
Historical ranges are pointers, not guarantees.
ZIP's PE is 11x, but its earnings don't support one, so it isn't a reliable read right now.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
RDW has the edge over ZIP on the outlook, with more favorable profitability expectations.
ZIP Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Returning to profit | |
| Growth | |
| Strongly weakening | |
| Limited | |
| Low |
Analysts expect ZIP to return to profit, with revenue growing. However, they disagree widely on these estimates.
RDW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.17 | +$2.01 |
| Q2 2026 | -$1.37 | +$1.89 |
| Q1 2026 | -$2.59 | -$0.32 |
| Q4 2025 | -$2.28 | +$0.07 |
| Q3 2025 | -$3.18 | -$1.97 |
| Q2 2025 | -$3.26 | -$2.28 |
| Q1 2025 | -$2.27 | -$1.55 |
| Q4 2024 | -$2.35 | -$1.62 |
RDW is still losing money, but far less than before: $1.17 per share over the past year, against $3.26 at its worst in mid-2025.
ZIP Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.07 | -85% |
| Q3 2026 | $0.50 | +$0.94 |
| Q2 2026 | $0.33 | +$0.69 |
| Q1 2026 | -$0.30 | -$0.11 |
| Q4 2025 | -$0.37 | -$0.24 |
| Q3 2025 | -$0.44 | -4500% |
| Q2 2025 | -$0.36 | -233% |
| Q1 2025 | -$0.19 | -156% |
| Q4 2024 | -$0.13 | -128% |
ZIP has the edge over RDW on earnings quality, reporting a profit while its opponent remains loss making.
RDW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $109M | +5.4% |
| Q2 2026 | $117.1M | +90% |
| Q1 2026 | $97M | +58% |
| Q4 2025 | $108.8M | +56% |
| Q3 2025 | $103.4M | +51% |
| Q2 2025 | $61.8M | -21% |
| Q1 2025 | $61.4M | -30% |
| Q4 2024 | $69.6M | +9.6% |
RDW has the edge over ZIP on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -24% | +16 points |
| Q2 2026 | -19% | +130 points |
| Q1 2026 | -72% | -49 points |
| Q4 2025 | -75% | -48 points |
| Q3 2025 | -40% | -22 points |
| Q2 2025 | -149% | -140 points |
| Q1 2025 | -23% | -19 points |
| Q4 2024 | -27% | -17 points |
RDW's operating margin was −24% last quarter, up 16 points from the same quarter a year ago.
ZIP Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $124.4M | +8.2% |
| Q2 2026 | $118.1M | +5.2% |
| Q1 2026 | $107.5M | -2.3% |
| Q4 2025 | $111.7M | +0.6% |
| Q3 2025 | $115M | -1.8% |
| Q2 2025 | $112.2M | -9.2% |
| Q1 2025 | $110.1M | -10% |
| Q4 2024 | $111M | -18% |
ZIP's revenue is recovering but still below its 2022 peak: $124M last quarter, up 8.2% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 8.7% | +13 points |
| Q2 2026 | 3.5% | +9.4 points |
| Q1 2026 | -1.4% | +9.2 points |
| Q4 2025 | 3.6% | +7.2 points |
| Q3 2025 | -4.4% | -1.6 points |
| Q2 2025 | -5.9% | -14 points |
| Q1 2025 | -11% | -9.9 points |
| Q4 2024 | -3.6% | -13 points |
ZIP has the edge over RDW on profitability, with a higher operating margin.
RDW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$65.3M | -$38.5M |
| Q2 2026 | -$33.5M | +$57.2M |
| Q1 2026 | -$11.4M | +$35.5M |
| Q4 2025 | -$26.5M | -659% |
| Q3 2025 | -$26.9M | -$7.6M |
| Q2 2025 | -$90.6M | -$80.2M |
| Q1 2025 | -$46.9M | -3996% |
| Q4 2024 | $4.7M | -65% |
RDW has burned cash in most quarters: −$137M over the past year, against −$160M the year before.
ZIP Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $15.2M | +579% |
| Q2 2026 | $15.2M | +48% |
| Q1 2026 | -$3.6M | +$6.6M |
| Q4 2025 | $7.6M | -37% |
| Q3 2025 | $2.2M | -76% |
| Q2 2025 | $10.2M | -53% |
| Q1 2025 | -$10.2M | -635% |
| Q4 2024 | $12M | -65% |
ZIP has the edge over RDW on cash generation, producing positive trailing cash flow while its opponent burns cash.
RDW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +13% | +29.6M shares |
| 1 year | +179% | +160M shares |
| 3 years | +289% | +186M shares |
| 5 years | +319% | +190M shares |
RDW has 250M diluted shares, up 179% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
ZIP Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.7% | +565K shares |
| 1 year | -8.1% | -7.3M shares |
| 3 years | -21% | -22.2M shares |
| 5 years | -14% | -13.5M shares |
| Available history | -33% | -40.1M shares |
ZIP has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $4.5M |
| Q2 2026 | — |
| Q1 2026 | $9.5M |
| Q4 2025 | $8M |
| Q3 2025 | $10M |
| Q2 2025 | $56.6M |
| Q1 2025 | $27.5M |
| Q4 2024 | $2.7M |
ZIP spent $22M buying back its own shares over the past year, down 77% from the year before.
RDW Net Leverage
RDW's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
ZIP Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.5x | Moderate |
| Q2 2026 | 9.1x | High |
| Q1 2026 | 94.1x | High |
| Q1 2025 | 121.6x | High |
| Q4 2024 | 24.0x | High |
| Q3 2024 | 10.3x | High |
| Q2 2024 | 4.1x | High |
| Q1 2024 | 3.3x | Elevated |
ZIP's net debt is about 2.5 years of its operating earnings (EBITDA), down from more than 20 years a year ago.
RDW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.3 | Neutral |
| Stochastic | 16.1 | Oversold |
RDW's weekly RSI is 42 (neutral) and its Stochastic is 16 (oversold).
ZIP Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 64.2 | Neutral |
| Stochastic | 43.6 | Neutral |
ZIP's weekly RSI is 64 (neutral) and its Stochastic is 44 (neutral).
RDW PE vs Industrials Sector
RDW has no meaningful PE right now: it lost money over the past year.
ZIP PE vs Industrials Sector
| Metric | ZIP | Sector median | Relative |
|---|---|---|---|
| PE | 11x | 24x | 53% below |
| PE % | 2 | 61 | 59 pts below |
ZIP is trading at 11x earnings, a 53% discount to the Industrials sector's median of 24x, though its earnings don't support one.
RDW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.06 | 11% below |
| 20 week MA | $10.1 | 20% below |
| 50 week MA | $10.6 | 24% below |
| 100 week MA | $11.6 | 31% below |
| 200 week MA | $8.07 | 0.5% below |
RDW is in a downtrend: it's below all five of its weekly moving averages, and 0.5% below its 200-week average.
ZIP Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $4.24 | 33% above |
| 20 week MA | $4.18 | 35% above |
| 50 week MA | $3.51 | 61% above |
| 100 week MA | $4.46 | 26% above |
| 200 week MA | $8.77 | 36% below |
ZIP has the edge over RDW on trend strength, trading above more of its moving averages.
RDW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $10.2 | $7.34 | -28% |
| 2022 | $7.34 | $1.92 | -74% |
| 2023 | $1.92 | $2.85 | +48% |
| 2024 | $2.85 | $17.1 | +501% |
| 2025 | $17.1 | $7.15 | -58% |
| 2026 YTD | $7.15 | $8.03 | +12% |
RDW's yearly returns have swung widely, from +501% in 2024 to −74% in 2022. It's up 12% so far in 2026.
ZIP Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $21.0 | $24.7 | +18% |
| 2022 | $24.7 | $16.3 | -34% |
| 2023 | $16.3 | $13.9 | -15% |
| 2024 | $13.9 | $7.09 | -49% |
| 2025 | $7.09 | $4.16 | -41% |
| 2026 YTD | $4.16 | $5.64 | +36% |
ZIP has the edge over RDW on returns for 2026, with the stronger performance.