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Communication Services - Internet Content & Information - NASDAQ - US
$ 70.73
-1.76 %
$ 16.9 B
Market Cap
-121.95
P/E
1. INTRINSIC VALUE

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.[ Read More ]

The intrinsic value of one ZG stock under the base case scenario is HIDDEN Compared to the current market price of 70.7 USD, Zillow Group, Inc. Class A is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart ZG

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FINANCIALS
1.94 B REVENUE
-0.66%
-270 M OPERATING INCOME
-938.46%
-158 M NET INCOME
-56.44%
354 M OPERATING CASH FLOW
-92.14%
25 M INVESTING CASH FLOW
101.63%
-352 M FINANCING CASH FLOW
91.89%
581 M REVENUE
1.57%
-45 M OPERATING INCOME
-18.42%
-20 M NET INCOME
-17.65%
171 M OPERATING CASH FLOW
210.91%
328 M INVESTING CASH FLOW
11033.33%
-607 M FINANCING CASH FLOW
-95.18%
Balance Sheet Decomposition Zillow Group, Inc. Class A
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Current Assets 3.15 B
Cash & Short-Term Investments 2.81 B
Receivables 96 M
Other Current Assets 240 M
Non-Current Assets 3.5 B
Long-Term Investments 0
PP&E 401 M
Other Non-Current Assets 3.1 B
Current Liabilities 971 M
Accounts Payable 28 M
Short-Term Debt 737 M
Other Current Liabilities 206 M
Non-Current Liabilities 1.16 B
Long-Term Debt 1.1 B
Other Non-Current Liabilities 60 M
EFFICIENCY
Earnings Waterfall Zillow Group, Inc. Class A
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Revenue 1.94 B
Cost Of Revenue 421 M
Gross Profit 1.52 B
Operating Expenses 1.77 B
Operating Income -270 M
Other Expenses -112 M
Net Income -158 M
RATIOS
78.35% GROSS MARGIN
78.35%
-13.88% OPERATING MARGIN
-13.88%
-8.12% NET MARGIN
-8.12%
-3.49% ROE
-3.49%
-2.38% ROA
-2.38%
-4.45% ROIC
-4.45%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Zillow Group, Inc. Class A
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Net Income -158 M
Depreciation & Amortization 222 M
Capital Expenditures -165 M
Stock-Based Compensation 451 M
Change in Working Capital -165 M
Others 4 M
Free Cash Flow 189 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Zillow Group, Inc. Class A
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Wall Street analysts predict an average 1-year price target for ZG of $59.9 , with forecasts ranging from a low of $35 to a high of $80 .
ZG Lowest Price Target Wall Street Target
35 USD -50.52%
ZG Average Price Target Wall Street Target
59.9 USD -15.29%
ZG Highest Price Target Wall Street Target
80 USD 13.11%
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
0 USD DIVIDEND PER SHARE
5. COMPETITION
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
3.81 M USD 9
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
Date Value Insider Amount Avg Price
11 months ago
Dec 06, 2023
Sell 100 K USD
Rock Jennifer
Chief Accounting Officer
- 2222
45.1923 USD
11 months ago
Dec 05, 2023
Sell 168 K USD
Daimler Susan
President of Zillow
- 3865
43.4601 USD
11 months ago
Dec 05, 2023
Sell 103 K USD
Daimler Susan
President of Zillow
- 2380
43.4804 USD
11 months ago
Nov 24, 2023
Sell 306 K USD
Hofmann Jeremy
Chief Financial Officer
- 7637
40.0144 USD
11 months ago
Nov 22, 2023
Sell 200 K USD
Spaulding Dan
Chief People Officer
- 5032
39.7808 USD
11 months ago
Nov 20, 2023
Sell 182 K USD
Owens Bradley D.
General Counsel
- 4662
39.0466 USD
1 year ago
Nov 17, 2023
Sell 821 K USD
BLACHFORD ERIK C
Director
- 21855
37.5491 USD
1 year ago
Nov 15, 2023
Sell 184 K USD
Wacksman Jeremy
Chief Operating Officer
- 4505
40.8441 USD
1 year ago
Nov 17, 2023
Sell 127 K USD
Wacksman Jeremy
Chief Operating Officer
- 3125
40.72 USD
1 year ago
Nov 14, 2023
Sell 143 K USD
Daimler Susan
President of Zillow
- 3685
38.904 USD
1 year ago
Nov 15, 2023
Sell 188 K USD
Daimler Susan
President of Zillow
- 4590
40.8539 USD
1 year ago
Nov 14, 2023
Sell 110 K USD
Daimler Susan
President of Zillow
- 2840
38.7366 USD
1 year ago
Nov 15, 2023
Sell 116 K USD
Daimler Susan
President of Zillow
- 2826
40.8728 USD
1 year ago
Nov 15, 2023
Sell 197 K USD
Hofmann Jeremy
Chief Financial Officer
- 4810
40.8524 USD
1 year ago
Nov 15, 2023
Sell 184 K USD
Beitel David A.
Chief Technology Officer
- 4495
40.8496 USD
1 year ago
Nov 15, 2023
Sell 268 K USD
Samuelson Errol G
Chief Industry Dev. Officer
- 6552
40.8548 USD
1 year ago
Nov 15, 2023
Sell 129 K USD
Spaulding Dan
Chief People Officer
- 3167
40.867 USD
1 year ago
Nov 15, 2023
Sell 139 K USD
Rock Jennifer
Chief Accounting Officer
- 3403
40.8543 USD
1 year ago
Nov 15, 2023
Sell 98.5 K USD
Rock Jennifer
Chief Accounting Officer
- 2400
41.0247 USD
1 year ago
Nov 15, 2023
Sell 50.1 K USD
Owens Bradley D.
General Counsel
- 1227
40.8593 USD
1 year ago
Aug 30, 2023
Sell 1 M USD
Samuelson Errol G
Chief Industry Dev. Officer
- 19000
52.6636 USD
1 year ago
Aug 16, 2023
Sell 288 K USD
Samuelson Errol G
Chief Industry Dev. Officer
- 5372
53.674 USD
1 year ago
Aug 16, 2023
Sell 16.3 K USD
Samuelson Errol G
Chief Industry Dev. Officer
- 300
54.4467 USD
1 year ago
Aug 16, 2023
Sell 187 K USD
Rock Jennifer
Chief Accounting Officer
- 3487
53.7092 USD
1 year ago
Aug 16, 2023
Sell 2.72 K USD
Rock Jennifer
Chief Accounting Officer
- 50
54.31 USD
1 year ago
Aug 16, 2023
Sell 240 K USD
Beitel David A.
Chief Technology Officer
- 4470
53.7011 USD
1 year ago
Aug 16, 2023
Sell 10.9 K USD
Beitel David A.
Chief Technology Officer
- 200
54.38 USD
1 year ago
Aug 16, 2023
Sell 166 K USD
Spaulding Dan
Chief People Officer
- 3093
53.6711 USD
1 year ago
Aug 16, 2023
Sell 10.9 K USD
Spaulding Dan
Chief People Officer
- 200
54.4236 USD
1 year ago
Aug 18, 2023
Sell 247 K USD
Spaulding Dan
Chief People Officer
- 4907
50.2386 USD
1 year ago
Aug 16, 2023
Sell 250 K USD
Hofmann Jeremy
Chief Financial Officer
- 4660
53.6828 USD
1 year ago
Aug 16, 2023
Sell 13.6 K USD
Hofmann Jeremy
Chief Financial Officer
- 250
54.4067 USD
1 year ago
Aug 18, 2023
Sell 698 K USD
Hofmann Jeremy
Chief Financial Officer
- 13984
49.9127 USD
1 year ago
Aug 16, 2023
Sell 245 K USD
Daimler Susan
President of Zillow
- 4571
53.6806 USD
1 year ago
Aug 16, 2023
Sell 10.9 K USD
Daimler Susan
President of Zillow
- 200
54.3625 USD
1 year ago
Aug 16, 2023
Sell 122 K USD
Daimler Susan
President of Zillow
- 2268
53.706 USD
1 year ago
Aug 16, 2023
Sell 5.44 K USD
Daimler Susan
President of Zillow
- 100
54.395 USD
1 year ago
Aug 16, 2023
Sell 238 K USD
Wacksman Jeremy
Chief Operating Officer
- 4432
53.6659 USD
1 year ago
Aug 16, 2023
Sell 13.6 K USD
Wacksman Jeremy
Chief Operating Officer
- 250
54.417 USD
1 year ago
Aug 18, 2023
Sell 152 K USD
Wacksman Jeremy
Chief Operating Officer
- 3048
49.87 USD
1 year ago
Aug 18, 2023
Sell 198 K USD
Wacksman Jeremy
Chief Operating Officer
- 3931
50.4922 USD
1 year ago
Aug 16, 2023
Sell 49.3 K USD
Owens Bradley D.
General Counsel
- 918
53.696 USD
1 year ago
Aug 16, 2023
Sell 2.33 K USD
Owens Bradley D.
General Counsel
- 43
54.2747 USD
1 year ago
Aug 18, 2023
Sell 93.5 K USD
Owens Bradley D.
General Counsel
- 1875
49.87 USD
1 year ago
Aug 03, 2023
Sell 223 K USD
Rock Jennifer
Chief Accounting Officer
- 4068
54.79 USD
1 year ago
Aug 03, 2023
Sell 389 K USD
Rock Jennifer
Chief Accounting Officer
- 7500
51.86 USD
1 year ago
May 22, 2023
Sell 492 K USD
Daimler Susan
President of Zillow
- 10814
45.4881 USD
1 year ago
May 22, 2023
Sell 290 K USD
Daimler Susan
President of Zillow
- 6371
45.5459 USD
1 year ago
May 17, 2023
Sell 116 K USD
Daimler Susan
President of Zillow
- 2600
44.4613 USD
1 year ago
May 17, 2023
Sell 47.7 K USD
Daimler Susan
President of Zillow
- 1057
45.1623 USD
1 year ago
May 17, 2023
Sell 68.9 K USD
Daimler Susan
President of Zillow
- 1550
44.4747 USD
1 year ago
May 17, 2023
Sell 25.5 K USD
Daimler Susan
President of Zillow
- 564
45.1987 USD
1 year ago
May 17, 2023
Sell 133 K USD
Wacksman Jeremy
Chief Operating Officer
- 3001
44.4536 USD
1 year ago
May 17, 2023
Sell 58.6 K USD
Wacksman Jeremy
Chief Operating Officer
- 1298
45.1594 USD
1 year ago
May 19, 2023
Sell 154 K USD
Wacksman Jeremy
Chief Operating Officer
- 3396
45.214 USD
1 year ago
May 19, 2023
Sell 177 K USD
Wacksman Jeremy
Chief Operating Officer
- 3965
44.7064 USD
1 year ago
May 17, 2023
Sell 222 K USD
Parker Allen
Chief Financial Officer
- 5000
44.4608 USD
1 year ago
May 17, 2023
Sell 93.5 K USD
Parker Allen
Chief Financial Officer
- 2070
45.157 USD
1 year ago
May 17, 2023
Sell 65.5 K USD
Rock Jennifer
Chief Accounting Officer
- 1474
44.4417 USD
1 year ago
May 17, 2023
Sell 31.1 K USD
Rock Jennifer
Chief Accounting Officer
- 689
45.1409 USD
1 year ago
May 17, 2023
Sell 66.7 K USD
Spaulding Dan
Chief People Officer
- 1500
44.4851 USD
1 year ago
May 17, 2023
Sell 23.1 K USD
Spaulding Dan
Chief People Officer
- 512
45.2012 USD
1 year ago
May 19, 2023
Sell 282 K USD
Spaulding Dan
Chief People Officer
- 6188
45.4941 USD
1 year ago
May 17, 2023
Sell 205 K USD
Samuelson Errol G
Chief Industry Dev. Officer
- 4600
44.4991 USD
1 year ago
May 17, 2023
Sell 65 K USD
Samuelson Errol G
Chief Industry Dev. Officer
- 1438
45.1874 USD
1 year ago
May 17, 2023
Sell 113 K USD
Beitel David A.
Chief Technology Officer
- 2550
44.4699 USD
1 year ago
May 17, 2023
Sell 47.2 K USD
Beitel David A.
Chief Technology Officer
- 1044
45.1654 USD
1 year ago
May 17, 2023
Sell 30.2 K USD
Owens Bradley D.
General Counsel
- 680
44.481 USD
1 year ago
May 17, 2023
Sell 12 K USD
Owens Bradley D.
General Counsel
- 266
45.1586 USD
1 year ago
May 19, 2023
Sell 85.5 K USD
Owens Bradley D.
General Counsel
- 1884
45.38 USD
1 year ago
May 04, 2023
Sell 292 K USD
Rock Jennifer
Chief Accounting Officer
- 6800
43.01 USD
1 year ago
May 05, 2023
Sell 98 K USD
Rock Jennifer
Chief Accounting Officer
- 2000
48.98 USD
1 year ago
Mar 27, 2023
Sell 180 K USD
Samuelson Errol G
Chief Industry Dev. Officer
- 4185
42.9468 USD
1 year ago
Feb 27, 2023
Sell 421 K USD
Parker Allen
Chief Financial Officer
- 10000
42.1106 USD
1 year ago
Feb 15, 2023
Sell 158 K USD
Wacksman Jeremy
Chief Operating Officer
- 3406
46.3642 USD
1 year ago
Feb 16, 2023
Sell 748 K USD
Wacksman Jeremy
Chief Operating Officer
- 15492
48.3001 USD
1 year ago
Feb 17, 2023
Sell 500 K USD
Wacksman Jeremy
Chief Operating Officer
- 10642
47.0024 USD
1 year ago
Feb 17, 2023
Sell 228 K USD
Wacksman Jeremy
Chief Operating Officer
- 4850
46.96 USD
1 year ago
Feb 15, 2023
Sell 33.3 K USD
Owens Bradley D.
General Counsel
- 719
46.3582 USD
1 year ago
Feb 17, 2023
Sell 83.4 K USD
Owens Bradley D.
General Counsel
- 1777
46.96 USD
1 year ago
Feb 15, 2023
Sell 99.7 K USD
Rock Jennifer
Chief Accounting Officer
- 2150
46.355 USD
1 year ago
Feb 16, 2023
Sell 296 K USD
Rock Jennifer
Chief Accounting Officer
- 6250
47.39 USD
1 year ago
Feb 17, 2023
Sell 328 K USD
Spaulding Dan
Chief People Officer
- 6944
47.2601 USD
1 year ago
Feb 15, 2023
Sell 190 K USD
Daimler Susan
President of Zillow
- 4103
46.357 USD
1 year ago
Feb 15, 2023
Sell 109 K USD
Daimler Susan
President of Zillow
- 2343
46.3553 USD
1 year ago
Feb 15, 2023
Sell 179 K USD
Parker Allen
Chief Financial Officer
- 3851
46.3543 USD
1 year ago
Feb 15, 2023
Sell 111 K USD
Beitel David A.
Chief Technology Officer
- 2395
46.3518 USD
1 year ago
Feb 15, 2023
Sell 222 K USD
Samuelson Errol G
Chief Industry Dev. Officer
- 4799
46.3608 USD
1 year ago
Feb 15, 2023
Sell 108 K USD
Spaulding Dan
Chief People Officer
- 2321
46.3543 USD
1 year ago
Dec 02, 2022
Sell 99.7 K USD
Rock Jennifer
Chief Accounting Officer
- 2600
38.335 USD
1 year ago
Nov 29, 2022
Sell 353 K USD
Parker Allen
Chief Financial Officer
- 10000
35.3103 USD
1 year ago
Nov 30, 2022
Sell 157 K USD
Daimler Susan
President of Zillow
- 4375
35.9889 USD
1 year ago
Nov 30, 2022
Sell 118 K USD
Daimler Susan
President of Zillow
- 3295
35.9634 USD
1 year ago
Nov 21, 2022
Sell 133 K USD
Wacksman Jeremy
Chief Operating Officer
- 3799
35 USD
1 year ago
Nov 23, 2022
Sell 162 K USD
Wacksman Jeremy
Chief Operating Officer
- 4603
35.2661 USD
1 year ago
Nov 21, 2022
Sell 195 K USD
Spaulding Dan
Chief People Officer
- 5519
35.3801 USD
2 years ago
Nov 16, 2022
Sell 138 K USD
Spaulding Dan
Chief People Officer
- 3746
36.7776 USD
2 years ago
Nov 16, 2022
Sell 23 K USD
Owens Bradley D.
General Counsel
- 624
36.7993 USD
1 year ago
Nov 18, 2022
Sell 140 K USD
Owens Bradley D.
General Counsel
- 3731
37.51 USD
2 years ago
Nov 16, 2022
Sell 213 K USD
Samuelson Errol G
Chief Industry Dev. Officer
- 5799
36.7818 USD
2 years ago
Nov 16, 2022
Sell 211 K USD
Daimler Susan
President of Zillow
- 5744
36.7918 USD
2 years ago
Nov 16, 2022
Sell 85.6 K USD
Daimler Susan
President of Zillow
- 2327
36.7898 USD
2 years ago
Nov 16, 2022
Sell 140 K USD
Rock Jennifer
Chief Accounting Officer
- 3793
36.7826 USD
2 years ago
Nov 16, 2022
Sell 350 K USD
Parker Allen
Chief Financial Officer
- 9514
36.7763 USD
2 years ago
Nov 16, 2022
Sell 143 K USD
Beitel David A.
Chief Technology Officer
- 3901
36.7845 USD
2 years ago
Nov 16, 2022
Sell 207 K USD
Wacksman Jeremy
Chief Operating Officer
- 5619
36.7781 USD
2 years ago
Nov 03, 2022
Sell 245 K USD
Rock Jennifer
Chief Accounting Officer
- 8000
30.6704 USD
2 years ago
Nov 03, 2022
Sell 50.6 K USD
Rock Jennifer
Chief Accounting Officer
- 1515
33.3721 USD
7. News
Zillow: The Real Estate Drought Is Nearly Over, And This Company Is A Big Winner Zillow's stock has surged nearly 50% since earlier this year, driven by strong Q3 earnings and significant improvements in revenue and market share. The company's technology platform, including Enhanced Markets and Follow-Up Boss CRM, has increased Zillow's wallet share and user engagement. Zillow's diverse revenue streams, including rentals and mortgage origination, provide insulation from real estate market cycles and additional growth opportunities. seekingalpha.com - 4 days ago
Zillow's Massive Opportunity Is Still Ahead If this becomes the housing platform of the future, Zillow is still undervalued. fool.com - 1 week ago
Why Zillow Stock Popped 23% This Week Zillow's solid third-quarter results impressed investors. fool.com - 1 week ago
Why Zillow Stock Soared Today The online real estate platform posted strong third-quarter results. fool.com - 1 week ago
Stock Of The Day: Why Would Resistance For Zillow Turn Into Support? Zillow Group, Inc.  Z shares are trading higher. The company reported earnings and investors positively reacted. benzinga.com - 1 week ago
Zillow Group CEO on earnings: We're outgrowing the category despite the challenging housing market Jeremy Wacksman, Zillow Group CEO, joins 'Squawk on the Street' to discuss the company's quarterly earnings results, how Zillow has expanded its business, and much more. youtube.com - 1 week ago
Zillow Q3 Earnings Beat Estimates on Solid Growth in Several Verticals ZG reports top-line growth year over year, backed by healthy traction in the premier agent business and strong signups for multi-family properties. zacks.com - 1 week ago
Zillow Stock Jumps on Third-Quarter Revenue Growth, Narrower Loss Zillow Group (Z) shares are jumping in premarket trading Thursday, after the real estate firm posted strong third-quarter sales gains and narrowed its losses. investopedia.com - 1 week ago
Zillow Group, Inc. (Z) Q3 2024 Earnings Call Transcript Zillow Group, Inc. (NASDAQ:Z ) Q3 2024 Earnings Conference Call November 6, 2024 5:00 PM ET Company Participants Bradley Berning - VP, Strategic Affairs & IR Richard Barton - Co-Founder & CEO Jeremy Wacksman - COO Jeremy Hofmann - CFO Conference Call Participants John Colantuoni - Jefferies Bradley Erickson - RBC Ronald Josey - Citigroup Mark Mahaney - Evercore ISI Nicholas Jones - Citizens JMP Chris Kuntarich - UBS Michael Ng - Goldman Sachs John Campbell - Stephens Ryan McKeveny - Zelman & Associates Operator Hello, and welcome to Zillow's Third 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 - 1 week ago
Compared to Estimates, Zillow (ZG) Q3 Earnings: A Look at Key Metrics The headline numbers for Zillow (ZG) give insight into how the company performed in the quarter ended September 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals. zacks.com - 1 week ago
Zillow Group (ZG) Q3 Earnings and Revenues Beat Estimates Zillow Group (ZG) came out with quarterly earnings of $0.35 per share, beating the Zacks Consensus Estimate of $0.32 per share. This compares to earnings of $0.33 per share a year ago. zacks.com - 1 week ago
Zillow Group revenue up 17% to $581M as rentals, mortgage units drive growth Zillow Group beat estimates for its third quarter, reporting revenue of $581 million and adjusted earnings of $127 million. geekwire.com - 1 week ago
8. Profile Summary

Zillow Group, Inc. Class A ZG

image
COUNTRY US
INDUSTRY Internet Content & Information
MARKET CAP $ 16.9 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 6835
Officers Mr. Richard N. Barton Co-Founder & Co-Executive Chair Ms. Jennifer A. Rock Chief Accounting Officer Mr. Jeremy Hofmann Chief Financial Officer Mr. Lloyd D. Frink Co-Founder, Co-Executive Chairman & President Mr. Errol G. Samuelson Chief Industry Development Officer Mr. Dan Spaulding Chief People Officer Mr. Bradley Allen Berning Vice President of Investor Relations Mr. David A. Beitel Chief Technology Officer Ms. Susan Daimler President of Zillow Mr. Jeremy Wacksman Chief Operating Officer