Price
$33.61+0.51%Social Signal Score
Analyst Ratings
46 analystsRevenue
$772.00M+243.73%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Jeremy Wacksman
- Sector
- Communication Services
- Industry
- Internet Content & Information
- Employees
- 7,068
- Beta
- 2.04
- Country
- US
- Piotroski score
- 6 / 9 (Middling)
- Altman Z-score
- 4.25
Financials
Revenue
$772.00M+243.7%Net Income
$-4.00M-158.8%EBITDA
$66.00M+94.7%Free Cash Flow
$-23.00M-273.6%EPS (diluted)
$-0.02-150.0%Shares Outstanding (diluted)
227.90M+20.2%Operating Expenses
$380.00MCash & Debt
$682.00MReturn of Capital
$200.00MRevenue by Segment (annual)
$4.24BQuote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $2.58B | $23.00M | $0.10 |
| 2024 | $2.24B | $-112.00M | $-0.48 |
| 2023 | $1.95B | $-158.00M | $-0.68 |
| 2022 | $1.96B | $-101.00M | $-0.42 |
| 2021 | $2.13B | $-528.00M | $-2.11 |
| 2020 | $1.62B | $-162.00M | $-0.72 |
| 2019 | $2.74B | $-305.36M | $-1.48 |
| 2018 | $1.33B | $-119.86M | $-0.61 |
| 2017 | $1.08B | $-94.42M | $-0.51 |
| 2016 | $846.59M | $-220.44M | $-1.22 |
| 2015 | $644.68M | $-148.87M | $-0.88 |
| 2014 | $325.89M | $-43.61M | $-0.36 |
| 2013 | $197.54M | $-12.45M | $-0.12 |
| 2012 | $116.85M | $5.94M | $0.07 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from Z's reported EPS growth of 2.8% a year over 13 years.
- EPS in 5 years
- $0.11
- Implied price
- $1.96
- Return from $27.41
- -41.0% a year
To earn 15.0% a year on these assumptions you'd need to buy at $0.98 — -96.4% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 12 | 15 | 18 | 21 | 24 |
|---|---|---|---|---|---|
| -7.2% | -50.9% | -48.6% | -46.7% | -45.0% | -43.6% |
| -2.2% | -48.2% | -45.9% | -43.8% | -42.1% | -40.5% |
| 2.8% | -45.6% | -43.1% | -41.0% | -39.1% | -37.5% |
| 7.8% | -42.9% | -40.3% | -38.1% | -36.2% | -34.4% |
| 12.8% | -40.3% | -37.5% | -35.2% | -33.2% | -31.4% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
39-66.09%Social Signal Score
Mentions (35)
- News (RSS)zerohedge·4d ago·Negative
…1980, the median home value was $47,200, while median household income was $17,710, according to the Census Bureau. Now, home values are up to $368,700, according to Zillow, outpacing income, which in 2025 was up to $87,460. That means that for many buyers, down payments have become far more of a financial burden. Continued growth in down payments could be modest, mostly because many buyers are already putting down as much as they can and simply can’t afford to contribute any more, said First Am…
View source ↗ - News (RSS)thestreet·5d ago·Positive
Zillow reports surprising housing market shift The real estate technology company has spotted a rare trend for homebuyers.
View source ↗ - News (RSS)thestreet·6d ago·Negative
Zillow, Redfin share blunt words on mortgage rates, housing market The real-estate technology companies break down how surging mortgage rates do (and will) impact the U.S. housing market.
View source ↗ - News (Marketaux)gurufocus.com·12d ago·Positive
Zillow Group Inc (ZG) Stock Down 7.1% -- Now Undervalued? GF Score: 64/100 On September 23, 2026, Zillow <[+294 characters]
View source ↗ - News (RSS)thestreet·13d ago·Neutral
Zillow predicts shift in rental, housing markets A new forecast from the real estate technology company changes the "rent vs. buy" debate.
View source ↗ - Newsgeekwire.com·16d ago·Neutral
AI meets real estate: Zillow engineering SVP Toby Roberts on the future of buying and selling homes Zillow Senior Vice President of Engineering Toby Roberts joins the GeekWire Podcast to discuss what AI is changing about buying and selling homes, from AI agents working alongside real estate agents to the company's integration with ChatGPT.
View source ↗ - PodcastAll In·17d ago·Neutral
Silicon Valley, Royalty, Legendary Investor, Bill Gerley. Tracker could's incredible. The legend who backed Uber and Zillow, who's lived through every major text cycle for over 25 years. You're not just a commentator, right? You've been an operator. I'd love to unlock this latent human potential. There's been no time in the history of the world where you can learn faster. You can increase your surface area for luck. I'm not a big fan of these dystopian narrative. The thing to do right now is to …
View source ↗ - Newszacks.com·17d ago·Positive
Zillow Stock Near 52-Week Lows: Is It Time to Buy the Dip? Zillow Group shares have fallen sharply toward 52-week lows, potentially putting the online real estate giant back on investors' radars.
View source ↗ - News (RSS)thestreet·19d ago·Neutral
Zillow predicts major mortgage rate, housing market shift The real estate technology company forecasts a key change for homebuyers.
View source ↗ - Newsprnewswire.com·22d ago·Negative
The new home construction boom is running out of steam With permitting at a post-pandemic low, the housing shortage at the root of today's affordability crisis could deepen Residential building permits fell 1.7% in the year ending July 2026 and are now running a record 19.4% below the pre-pandemic trend line. Detached single-family home completions dropped 2.5% in 2025 to about 817,000, the third consecutive annual decline and the lowest total since 2020.
View source ↗ - 4chan /biz/biz·23d ago·Positive
…n non-disclosure state >try buying house on market >$60,000 house on market, facing foreclosure, >3 bed 1 bath, decent(ish) neighborhood >try to get pre-approved via Zillow >they have some automated system that goes through your bank accounts and paystubs to determine if you qualify for a loan >find out via my agent that the house was sold 3 weeks ago, the listing wasn't updated >lender texts me that I don't qualify due to my income What do I do, houses near me are not too expensive. I wanna ge…
View source ↗ - 4chan /biz/biz·23d ago·Positive
…n non-disclosure state >try buying house on market >$60,000 house on market, facing foreclosure, >3 bed 1 bath, decent(ish) neighborhood >try to get pre-approved via Zillow >they have some automated system that goes through your bank accounts and paystubs to determine if you qualify for a loan >find out via my agent that the house was sold 3 weeks ago, the listing wasn't updated >lender texts me that I don't qualify due to my income What do I do, houses near me are not too expensive. I wanna ge…
View source ↗ - News (RSS)thestreet·23d ago·Positive
Zillow reports crucial housing market shift for buyers The Zillow August Market Report revealed two changes that could affect competition.
View source ↗ - News (RSS)thestreet·24d ago·Negative
Zillow predicts big mortgage rate, housing market change The real estate technology company forecasts a major shift for the remaining months of 2026.
View source ↗ - News (RSS)yahoo·26d ago·Positive
Zillow: Homebuyers drop anchor as mortgage rates rise
View source ↗ - Newsseekingalpha.com·26d ago·Negative
Zillow: The Market Is Underestimating Its Moat Zillow is shifting to an integrated transaction platform, driving higher revenue per connection and improved monetization despite a challenging housing market. While this is dragging on revenue recognition at the moment, and there remains uncertainty about profits, I would argue the model is working. Looking past the weak housing market and concerns regarding jostling between competitors, Zillow's valuation appears far too low given the quality of t…
View source ↗ - News (Finnhub)CNBC·27d ago·Neutral
Property Play: Here’s where rental demand is heading and what it means for future home sales As U.S. rent prices rise, more tenants are relocating to cheaper markets, according to a new report by Zillow.
View source ↗ - News (RSS)thestreet·31d ago·Neutral
Zillow, Redfin speak on mortgage rate change, housing market Potential homebuyers see a key shift in mortgage rates that will impact real estate purchasing decisions in crucial ways.
View source ↗ - News (RSS)thestreet·32d ago·Negative
Zillow says lower mortgage rates may not bring buyers back Lower mortgage rates may not bring buyers back to the housing market.
View source ↗ - Newsprnewswire.com·34d ago·Neutral
A surge in out-of-town rental searches points to Buffalo, Chicago and Houston as markets to watch Zillow data reveals which rental markets are drawing the most outside interest and where demand may be heading next Outside interest is growing fastest in Buffalo, Chicago and Houston, where out-of-town rental search shares grew the most year over year. In established hotspots — Raleigh (59%), Hartford (55%), New Orleans (54%) and Nashville (52%) — outside rental searchers outnumber local rental sea…
View source ↗ - Newszacks.com·34d ago·Negative
Zillow Expands Rent Reporting to Support Renters' Homeownership Goals Zillow's rent-reporting program is helping renters build credit while expanding its housing platform from rental search to homeownership.
View source ↗ - Newsprnewswire.com·36d ago·Neutral
Zillow is helping 78,000 renters and counting turn monthly bills into credit progress Zillow has reported nearly 2 million on-time rent payments to credit bureaus for free since launching its rent reporting program in 2024 In July, more than 78,000 renters who paid on time through Zillow had their payments reported to credit bureaus. That's 26% more than a year ago, reflecting strong demand for tools that translate rent into credit history.
View source ↗ - Newsprnewswire.com·41d ago·Neutral
Zillow Group to present at Goldman Sachs Communacopia + Technology Conference SEATTLE, Aug. 25, 2026 /PRNewswire/ -- Zillow Group, Inc. (Nasdaq: Z and ZG), which is transforming the way people buy, sell, rent and finance homes, today announced Zillow Group will present at this year's Goldman Sachs Communacopia + Technology Conference in San Francisco. Chief Operating Officer & Chief Financial Officer Jeremy Hofmann will participate in a fireside chat on Thursday, Sept.
View source ↗ - News (RSS)fortune·41d ago·Negative
Redfin ordered to reinstate listings, hire staff for the service under FTC settlement in Zillow case Redfin agreed to shut down its internet listings and exclusively repost Zillow listings in exchange for $100 million and other compensation from Zillow, according to the FTC.
View source ↗ - News (RSS)investing·42d ago·Neutral
US FTC to file order resolving litigation against Zillow, Redfin
View source ↗ - News (RSS)channelnewsasia·42d ago·Negative
Zillow settles FTC claims it paid Redfin to stop competing on apartment listings
View source ↗ - News (RSS)yahoo·42d ago·Negative
Zillow settles FTC claims it paid Redfin to stop competing on apartment listings
View source ↗ - News (RSS)thestreet·44d ago·Positive
Zillow warns Americans on mortgage rates, housing market The real estate technology company cautions Americans about one major consideration when saving to buy a home.
View source ↗ - News (RSS)zerohedge·45d ago·Neutral
Buying May Not Beat Renting Until Retirement In Some Expensive Markets: Zillow Buying May Not Beat Renting Until Retirement In Some Expensive Markets: Zillow Authored by Mary Prenon via The Epoch Times, For a typical U.S. household, it can take decades to save for a home and reach the point where buying becomes cheaper than renting, with the timeline stretching into retirement in some expensive markets, according to an Aug. 20 Zillow report. A "for sale" sign is posted in front of a home for sal…
View source ↗ - Newsprnewswire.com·47d ago·Neutral
In the priciest markets, saving and breaking even on a home purchase can take a buyer into their retirement years Nationally, a typical household can save for and come out ahead on a home purchase compared to renting after about 15 years A typical U.S. household needs 8.5 years to save for a down payment and an additional 6.2 years to break even on the purchase relative to renting, according to a new analysis by Zillow. In San Jose, the combined timeline is almost 50 years.
View source ↗ - 4chan /biz/biz·50d ago·Negative
…me convinced that they were entitled to peak bubble pricing at 2% rates. We've have a frozen housing market for 3 years now because the high prices destroyed demand. Zillow and other realtor sites even get less traffic now because people just sort of threw their hands up and walked away. We have a few scenarios ahead of us: >housing demand stays in the toilet as we wait for rising wages and home prices to slowly drop to meet demand >economic downturn/recession that creates a lot of forced sal…
View source ↗ - News (RSS)fool·54d ago·Positive
Zillow (ZG) Q2 2026 Earnings Call Transcript Revenue hit $772 million with 18% growth led by mortgages and rentals expansion.
View source ↗ - News (RSS)thestreet·55d ago·Neutral
Zillow predicts major mortgage rate, housing market change Home sales in July experienced their strongest annual gain of 2026 — up 7% — according to real estate technology company Zillow, which also predicted rising mortgage rates that could dampen expectations following the positive housing market development. "Unless they reverse course, mortgage rates ...
View source ↗ - Newsseekingalpha.com·55d ago·Positive
Zillow Group: Preferred Monetization Drives The Bull Case Zillow Group delivered strong Q2 2026 results, with 18% revenue growth and outperformance across mortgage, rentals, and for-sale segments. The preferred model now drives 61% of connections, boosting revenue per connection and positioning ZG for higher long-term monetization. Despite near-term profit headwinds from revenue recognition timing, I see EBITDA growth accelerating as the preferred transition matures.
View source ↗ - Newsfool.com·56d ago·Positive
Is Zillow (Z) Stock a Buy After Falling Nearly 13% in 1 Day? Zillow is operating in a tough real estate market at the moment. It's still growing, though.
View source ↗
Earnings
Thu, Oct 29(in 3 weeks)
Consensus estimate $0.58 per share
Typical surprise +3.8% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Aug 5$0.52 vs $0.45beat
- Wed, May 6$0.53 vs $0.43beat
- Tue, Feb 10$0.39 vs $0.42miss
- Thu, Oct 30$0.44 vs $0.43beat
- Wed, Aug 6$0.40 vs $0.42miss
- Wed, May 7$0.41 vs $0.37beat
Estimates and results for Z via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by Z officers and directors.
- Bought
- —
- Sold
- $8.6m
0 trades
52 trades
- Blachford Erik Csold
- Cormier Thielke Clairesold
- Hofmann Jeremysold
- Wacksman Jeremysold
- Spaulding Dansold
- Beitel David A.sold
- Rock Jennifersold
- Samuelson Errol Gsold
48 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Daniel Goldmanhouse · NY10 · disclosed Apr 17, 2023 (42d later)Buy$15,001 - $50,000
- Chris Jacobshouse · NY27 · disclosed May 19, 2022 (38d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed May 6, 2022 (25d later)Sell$1,001 - $15,000
- James Langevinhouse · RI02 · disclosed Mar 4, 2022 (14d later)Sell$1,001 - $15,000
- James Langevinhouse · RI02 · disclosed Feb 8, 2022 (35d later)Buy$1,001 - $15,000
- James Langevinhouse · RI02 · disclosed Jan 5, 2022 (5d later)Sell$50,001 - $100,000
- James Langevinhouse · RI02 · disclosed Jan 5, 2022 (14d later)Buy$1,001 - $15,000
- James Langevinhouse · RI02 · disclosed Jan 5, 2022 (14d later)Sell$1,001 - $15,000
- James Langevinhouse · RI02 · disclosed Jan 5, 2022 (33d later)Buy$1,001 - $15,000
- James Langevinhouse · RI02 · disclosed Dec 13, 2021 (41d later)Buy$1,001 - $15,000
- James Langevinhouse · RI02 · disclosed Dec 13, 2021 (20d later)Sell$1,001 - $15,000
- James Langevinhouse · RI02 · disclosed Dec 13, 2021 (14d later)Buy$1,001 - $15,000
- James Langevinhouse · RI02 · disclosed Nov 15, 2021 (42d later)Buy$1,001 - $15,000
- James Langevinhouse · RI02 · disclosed Nov 15, 2021 (18d later)Sell$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Oct 13, 2021 (28d later)Sell$1,001 - $15,000
- James Langevinhouse · RI02 · disclosed Aug 14, 2021 (17d later)Sell$1,001 - $15,000
- James Langevinhouse · RI02 · disclosed Aug 14, 2021 (16d later)Buy$100,001 - $250,000
- Susie Leehouse · NV03 · disclosed Jun 14, 2021 (24d later)Sell$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Apr 21, 2021 (40d later)Sell$1,001 - $15,000
- Peter Meijerhouse · MI03 · disclosed Mar 16, 2021 (28d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.