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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
$33.68 ▲ +5.25%
+$1.68 today · as of 29 Jul 2026
56 S.I.F.T
S.I.F.T.™ Analysis
Amber
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Adequate quality – monitor closely.
Last updated: 29 Jul 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 strong brand recognition and network effects across multiple real estate verticals, though competition remains intense.

Strengths: Comprehensive ecosystem spanning buying, selling, renting and financing, Portfolio of well-known brands providing market reach, Established position in a large addressable market
Risks: Weak fundamentals with low ROE and high debt-to-CFO ratio, Zero dividend yield and warchest, Low income stability pillar score indicating revenue volatility
📈 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
  • Strong founder-led team with proven track record in scaling tech platforms.
  • Focus on data-driven decision making and AI integration in real estate.
  • Emphasis on long-term shareholder value through diversified revenue streams.
  • Active engagement in industry advocacy and regulatory navigation.
Track Record

Under current leadership, Zillow has expanded from a listings platform to a full-service real estate ecosystem, achieving consistent revenue growth and successful acquisitions like Trulia. The team navigated the 2021 iBuying exit with minimal long-term damage and returned to profitability.

Recent Commentary

“In Q2 2024 earnings, management highlighted resilient housing market demand and AI-powered tools driving user engagement, while expressing caution on interest rate impacts.”

Analyst Reviews & Risks

Wall Street Consensus
4.6
out of 5 (Strong Buy)
Average Target: $485.00
Key Investment Risks
  • Weak fundamentals with low ROE and high debt-to-CFO ratio
  • Zero dividend yield and warchest
  • Low income stability pillar score indicating revenue volatility
Ownership & Sentiment

Institutional Ownership: N/A%

Short Interest: N/A%

AI Investment Thesis
  • Zillow holds dominant market position in online real estate search with unmatched brand recognition, traffic, and proprietary data via Zestimate.
  • Shift to asset-light model after iBuying exit improves margins, reduces capital intensity, and focuses on high-margin advertising and services.
  • Rentals segment expansion through Zillow Rental Manager captures growth in the large and resilient rental housing market.
  • AI-driven enhancements to search, recommendations, and valuation tools increase user engagement and monetization potential.
  • Diversified revenue streams across Premier Agent, rentals, and mortgages provide multiple levers for long-term growth in a recovering housing cycle.
Key Catalysts & Risks
Catalysts
  • Housing market recovery driven by lower interest rates boosting transaction volumes and ad spend.
  • New product launches and AI features accelerating premium subscription uptake.
  • Potential share gains in mortgage origination and home services verticals.
Risks
  • Sensitivity to interest rate volatility that can suppress homebuyer demand and mortgage activity.
  • Competition from Redfin, Realtor.com, and traditional brokerages eroding market share.
  • Regulatory scrutiny on real estate data usage, advertising practices, and privacy compliance.
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% -5.53% 6.65
AVGO N/A N/A% N/A% 16.36% 2.72
AMD N/A N/A% N/A% 6.29% 1.78
  • ...

    Investors

     0

  • Ticker

     Z
  • ...

    Sector

     SERVICES-BUSINESS SERVICES, NEC

  • Current Price

     $33.68

  • S.I.F.T. Score

     56
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