image
Communication Services - Internet Content & Information - NASDAQ - US
$ 62.97
-3.6 %
$ 15.5 B
Market Cap
-131.19
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one ZG stock under the worst case scenario is HIDDEN Compared to the current market price of 63 USD, Zillow Group, Inc. Class A is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one ZG stock under the base case scenario is HIDDEN Compared to the current market price of 63 USD, Zillow Group, Inc. Class A is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one ZG stock under the best case scenario is HIDDEN Compared to the current market price of 63 USD, Zillow Group, Inc. Class A is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart ZG

image
$90.0$90.0$85.0$85.0$80.0$80.0$75.0$75.0$70.0$70.0$65.0$65.0$60.0$60.0$55.0$55.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
2.24 B REVENUE
14.96%
-197 M OPERATING INCOME
27.04%
-112 M NET INCOME
29.11%
428 M OPERATING CASH FLOW
20.90%
395 M INVESTING CASH FLOW
1480.00%
-1.23 B FINANCING CASH FLOW
-250.28%
554 M REVENUE
-4.65%
-69 M OPERATING INCOME
-53.33%
-52 M NET INCOME
-160.00%
122 M OPERATING CASH FLOW
-28.65%
274 M INVESTING CASH FLOW
-16.46%
-386 M FINANCING CASH FLOW
36.41%
Balance Sheet Zillow Group, Inc. Class A
image
Current Assets 2.33 B
Cash & Short-Term Investments 1.86 B
Receivables 104 M
Other Current Assets 372 M
Non-Current Assets 3.5 B
Long-Term Investments 0
PP&E 419 M
Other Non-Current Assets 3.08 B
31.88 %6.38 %7.19 %52.77 %Total Assets$5.8b
Current Liabilities 831 M
Accounts Payable 30 M
Short-Term Debt 28 M
Other Current Liabilities 773 M
Non-Current Liabilities 501 M
Long-Term Debt 501 M
Other Non-Current Liabilities 0
58.03 %37.61 %Total Liabilities$1.3b
EFFICIENCY
Earnings Waterfall Zillow Group, Inc. Class A
image
Revenue 2.24 B
Cost Of Revenue 527 M
Gross Profit 1.71 B
Operating Expenses 1.91 B
Operating Income -197 M
Other Expenses -85 M
Net Income -112 M
3b3b2b2b2b2b1b1b500m500m00(500m)(500m)2b(527m)2b(2b)(197m)85m(112m)RevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
76.43% GROSS MARGIN
76.43%
-8.81% OPERATING MARGIN
-8.81%
-5.01% NET MARGIN
-5.01%
-2.31% ROE
-2.31%
-1.92% ROA
-1.92%
-4.10% ROIC
-4.10%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Zillow Group, Inc. Class A
image
5b5b4b4b3b3b2b2b1b1b00(1b)(1b)(2b)(2b)(3b)(3b)(4b)(4b)20162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income -112 M
Depreciation & Amortization 250 M
Capital Expenditures -143 M
Stock-Based Compensation 448 M
Change in Working Capital -175 M
Others -152 M
Free Cash Flow 285 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Zillow Group, Inc. Class A
image
Wall Street analysts predict an average 1-year price target for ZG of $63.1 , with forecasts ranging from a low of $35 to a high of $86 .
ZG Lowest Price Target Wall Street Target
35 USD -44.42%
ZG Average Price Target Wall Street Target
63.1 USD 0.27%
ZG Highest Price Target Wall Street Target
86 USD 36.57%
Price
Max Price Target
Min Price Target
Average Price Target
9090808070706060505040403030May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 17
6. Ownership
Insider Ownership Zillow Group, Inc. Class A
image
Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Zillow Group, Inc. (Z) Morgan Stanley Technology, Media & Telecom Conference (Transcript) Zillow Group, Inc. (NASDAQ:Z ) Morgan Stanley Technology, Media & Telecom Conference Call March 5, 2025 1:45 PM ET Company Participants Jeremy Hofmann - Chief Financial Officer Conference Call Participants Brian Nowak - Morgan Stanley Brian Nowak All right. Good morning, everyone. seekingalpha.com - 1 month ago
Could Zillow buy Redfin? New rentals partnership brings real estate rivals closer together Zillow Group and Redfin are long-time competitors. geekwire.com - 1 month ago
Big Growth Stories: Zillow's Traction, Block's Margins, and the Future of Robots The Big Picture: It was a busy week with earnings across retailers, fintech, and marketplaces. Overall, results were strong, with record profits and revenue from several portfolio companies. seeitmarket.com - 1 month ago
Bad housing starts in January due to weather, says Zillow's Orphe Divounguy Orphe Divounguy, Zillow senior economist, joins 'Fast Money' to talk what's next for homebuilders after a big week for housing data. youtube.com - 1 month ago
Prediction: Zillow Will Beat the Market. Here's Why. Explore the exciting world of Zillow (ZG 1.98%) with our expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities! fool.com - 2 months ago
Zillow: Buy The Dip And Wait For The Housing Market To Recover Zillow shares dropped after a buoyant Q4 earnings print, owing to a perceived weak Q1 outlook. I reiterate my buy rating and encourage buying the dip. The company has a track record for guiding conservatively, exceeding even the high end of its range over the past several quarters. The company has also reminded us that we're in a real estate cyclical trough, with very low housing turnover (~3%) versus historical averages of 4.2%. seekingalpha.com - 2 months ago
Zillow's Mixed Quarter: Analysts See Strong Execution But Caution On 2025 Guidance Zillow Group, Inc. ZG shares are trading lower after the company reported mixed results on Tuesday. benzinga.com - 2 months ago
Zillow Q4 Earnings Fall Short of Estimates, Revenues Rise Y/Y Despite solid growth in all segments, ZG's fourth-quarter earnings miss estimates. zacks.com - 2 months ago
Teradata Posts Weak Revenue, Joins Lyft, Vertiv, Zillow And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session U.S. stock futures were lower this morning, with the Dow futures falling around 50 points on Wednesday. benzinga.com - 2 months ago
Zillow Group, Inc. (Z) Q4 2024 Earnings Call Transcript Zillow Group, Inc. (NASDAQ:Z ) Q4 2024 Earnings Conference Call February 11, 2025 5:00 PM ET Company Participants Bradley Berning - Investor Relations Jeremy Wacksman - Chief Executive Officer Jeremy Hofmann - Chief Financial Officer Conference Call Participants Ronald Josey - Citigroup Ryan McKeveny - Zelman & Associates Bradley Erickson - RBC Capital Markets Mark Mahaney - Evercore ISI Nicholas Jones - Citizens JMP John Colantuoni - Jefferies Thomas Champion - Piper Sandler Jay McCanless - Wedbush Securities Operator Hello and welcome to Zillow Group's Fourth Quarter 2024 Financial Results Call. We ask that you please hold all questions until the completion of the formal remarks, at which time you will be given instructions for the question-and-answer session. seekingalpha.com - 2 months ago
Here's What Key Metrics Tell Us About Zillow (ZG) Q4 Earnings The headline numbers for Zillow (ZG) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals. zacks.com - 2 months ago
8. Profile Summary

Zillow Group, Inc. Class A ZG

image
COUNTRY US
INDUSTRY Internet Content & Information
MARKET CAP $ 15.5 B
Dividend Yield 0.00%
Description Zillow Group, Inc., a digital real estate company, operates real estate brands on mobile applications and Websites in the United States. The company operates through three segments: Homes; Internet, Media & Technology; and Mortgages. The Homes segment is involved in resale of homes; and title and escrow services to home buyers and sellers, including title search procedures for title insurance policies, escrow, and other closing services. The IMT segment offers premier agent, rentals, and new construction marketplaces, as well as dotloop, display, and other advertising, as well as business software solutions. The Mortgage segment provides home loans; and marketing products including custom quote and connect services. Its portfolio of brands includes Zillow Rentals, Trulia, StreetEasy, Zillow Closing Services, HotPads, and Out East. The company was incorporated in 2004 and is headquartered in Seattle, Washington.
Contact 1301 Second Avenue, Seattle, WA, 98101 https://www.zillowgroup.com
IPO Date July 20, 2011
Employees 6856
Officers Mr. Richard N. Barton Co-Founder & Co-Executive Chair Mr. Lloyd D. Frink Co-Founder, Co-Executive Chairman & President Mr. Bradley Allen Berning Vice President of Investor Relations Ms. Jennifer A. Rock Chief Accounting Officer Mr. Bradley D. Owens J.D. Senior Vice President, General Counsel & Corporate Secretary Mr. Jeremy Hofmann Chief Financial Officer Mr. Dan Spaulding Chief People Officer Mr. Jeremy Wacksman Chief Executive Officer & Director Mr. Jun Choo Chief Operating Officer Mr. David A. Beitel Chief Technology Officer