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Zillow Group, Inc. Class C Capital Stock

Zillow Group Inc is a real estate technology company offering a digital platform that connects real estate customers with sellers, agents, loan officers, and ot...

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Zillow Group, Inc. Class C Capital Stock
Z SERVICES-BUSINESS SERVICES, NEC · Market Cap: $7B
$32.50 ▲ +4.00%
+$1.25 today · as of 12 Sep 2026
56 S.I.F.T
S.I.F.T.™ Analysis
Amber
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Adequate quality – monitor closely.
Last updated: 12 Sep 2026 · Confidence: 70%
Pillar Breakdown
🛡 Safety 58
Decent financial position but faces notable competition.
💰 Income 35
High cyclicality and lack of recurring revenue are limiting stability.
📊 Fundamentals 35
Strong growth but valuation is elevated.
⏱ Time 45
Shorter track record or weaker tailwinds.
🧠 Munger Reality Filter HOLD

Zillow maintains a moderate competitive moat through its dominant brand portfolio and integrated real estate platform spanning search to financing, though network effects are tempered by intense competition and cyclical housing markets.

Strengths: High ROE of 1.04 indicating efficient capital use, Comprehensive ecosystem across multiple real estate verticals, Established brands like Zillow and Trulia with broad market reach
Risks: Low income stability and fundamentals scores, Zero dividend yield and warchest, Elevated debt-to-CFO ratio of 2.57
📈 Price History

Business Overview

Zillow Group Inc is a real estate technology company offering a digital platform that connects real estate customers with sellers, agents, loan officers, and other real estate-related professionals. With its tools and resources, Zillow helps real estate professionals grow their businesses, and for renters and housing providers, it offers a marketplace along with a set of end-to-end products and services to streamline applications, leases, payments, and more. The group operates various brands such as Zillow, Zillow Home Loans, Zillow Rentals, Zillow New Construction, Trulia, StreetEasy, Out East, HotPads, Follow Up Boss, ShowingTime, dotloop, and Zillow Closing. Its ecosystem spans the entire home journey from shopping to renting, buying, selling, and financing real estate.
Key Metrics
ROE (10yr)
1.0%
Debt / CFO
N/A
Div. Yield
0.00%
FCF Growth
0.0%

FAQ

Financial Details

Recent Quarters
Quarter Revenue Gross Profit EPS
No quarterly data available.
Segment Breakdown
Data Center 56%
Client 28%
Gaming 9%
Embedded 7%

Management

Leadership Summary
  • Deep domain expertise in real estate technology and digital marketplaces from long-tenured co-founders.
  • Transition to new CEO focused on operational efficiency and core marketplace growth post-iBuying exit.
  • Emphasis on data analytics, AI-driven tools, and consumer experience improvements.
  • Balanced approach to capital allocation with focus on profitability and long-term platform value.
Track Record

Leadership has scaled Zillow from startup to dominant real estate platform, successfully pivoted away from capital-intensive iBuying in 2021-2022, and delivered consistent revenue growth in core segments despite housing market volatility.

Recent Commentary

“Management highlighted 2024 priorities around AI product innovation, margin expansion, and navigating a stabilizing housing market while maintaining disciplined spending.”

Analyst Reviews & Risks

Wall Street Consensus
4.6
out of 5 (Strong Buy)
Average Target: $485.00
Key Investment Risks
  • Low income stability and fundamentals scores
  • Zero dividend yield and warchest
  • Elevated debt-to-CFO ratio of 2.57
Ownership & Sentiment

Institutional Ownership: N/A%

Short Interest: N/A%

AI Investment Thesis
  • Zillow maintains a dominant market position in online real estate with unmatched brand recognition and network effects in listings.
  • Diversification into rentals, mortgages, and Premier Agent services provides multiple revenue streams beyond core home sales.
  • Proprietary Zestimate AI technology creates a competitive moat in home valuation and attracts high user engagement.
  • Housing market recovery and potential rate cuts could drive increased transaction volumes and advertising spend.
  • Strong balance sheet and cash flow generation support continued investment in product innovation and market expansion.
Key Catalysts & Risks
Catalysts
  • Housing market rebound with lower interest rates boosting transaction volumes
  • Beat-and-raise quarters driven by Premier Agent revenue growth
  • New AI-powered tools or rental platform expansions announced at earnings
  • Potential activist investor involvement or strategic review
Risks
  • Interest rate volatility suppressing homebuyer demand and listings
  • Intense competition from Redfin, Realtor.com, and traditional brokers
  • Regulatory scrutiny on real estate data practices or iBuying-like activities
  • Macroeconomic slowdown reducing advertising budgets from agents
Peer Comparison
Company P/E Rev Growth Gross Margin ROE Debt/Equity
NVDA N/A N/A% N/A% 60.22% 0.68
INTC N/A N/A% N/A% -5.53% 6.65
AVGO N/A N/A% N/A% 16.36% 2.72
AMD N/A N/A% N/A% 7.62% 1.83
  • ...

    Investors

     0

  • Ticker

     Z
  • ...

    Sector

     SERVICES-BUSINESS SERVICES, NEC

  • Current Price

     $32.50

  • S.I.F.T. Score

     56
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