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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: $8B
$35.10 ▼ -2.28%
$0.82 today · as of 06 Jun 2026
56 S.I.F.T
S.I.F.T.™ Analysis
Amber
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Adequate quality – monitor closely.
Last updated: 06 Jun 2026 · Confidence: 70%
Pillar Breakdown
🛡 Safety 65
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

Moderate moat from brand portfolio and integrated ecosystem across real estate lifecycle, but faces intense competition and cyclical industry exposure.

Strengths: Comprehensive platform spanning search, rentals, lending and closing, Portfolio of well-known brands including Zillow and Trulia, Positive ROE indicating efficient equity utilization
Risks: Low income stability and fundamentals scores, Elevated debt-to-CFO ratio with zero cash warchest, No dividend and limited profitability visibility
📈 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)
1.2%
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
  • Founder-led team with decades of combined real estate tech experience.
  • Strong emphasis on data analytics and AI-driven product innovation.
  • Proven ability to scale through acquisitions and organic growth.
  • Transparent communication with investors via regular earnings updates.
Track Record

Successfully guided Zillow through its 2015 IPO and multiple market cycles, achieving market leadership in online home search while expanding into iBuying and rentals before strategic pivots.

Recent Commentary

“Management has highlighted housing market resilience, cost discipline, and new AI features in 2024 earnings calls, expressing optimism on long-term growth despite macro headwinds.”

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
  • Elevated debt-to-CFO ratio with zero cash warchest
  • No dividend and limited profitability visibility
Ownership & Sentiment

Institutional Ownership: N/A%

Short Interest: N/A%

AI Investment Thesis
  • Dominant US online real estate platform with unmatched traffic, brand, and proprietary data moat
  • High-margin shift to Premier Agent, rentals, and mortgage marketplace after iBuying exit
  • Long-term secular tailwinds from housing digitization, mobility, and remote work trends
  • AI and machine learning investments to improve valuations, search, and lead conversion
  • Attractive risk/reward at current valuation assuming normalized housing transaction volumes
Key Catalysts & Risks
Catalysts
  • Mortgage rate declines driving housing transaction recovery
  • Continued Premier Agent pricing power and rental revenue growth
  • New AI product launches accelerating user engagement and monetization
Risks
  • Prolonged high interest rates suppressing home sales volume
  • Intense competition from Redfin, Realtor.com, and portals
  • Macroeconomic downturn or regulatory changes impacting real estate
Peer Comparison
Company P/E Rev Growth Gross Margin ROE Debt/Equity
NVDA N/A N/A% N/A% 61.51% 0.51
INTC N/A N/A% N/A% -1.64% 8.05
AVGO N/A N/A% N/A% 14.7% 3.03
AMD N/A N/A% N/A% 8.08% 999
  • ...

    Investors

     0

  • Ticker

     Z
  • ...

    Sector

     SERVICES-BUSINESS SERVICES, NEC

  • Current Price

     $35.10

  • S.I.F.T. Score

     56
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