Price
$34.27+3.19%Social Signal Score
Analyst Ratings
49 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
- 7,232
- Beta
- 1.98
- Country
- US
- Piotroski score
- 6 / 9 (Middling)
- Altman Z-score
- 4.35
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 ZG's reported EPS growth of 2.8% a year over 13 years.
- EPS in 5 years
- $0.11
- Implied price
- $1.96
- Return from $28.09
- -41.3% a year
To earn 15.0% a year on these assumptions you'd need to buy at $0.98 — -96.5% 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% | -51.1% | -48.9% | -47.0% | -45.3% | -43.8% |
| -2.2% | -48.5% | -46.1% | -44.1% | -42.4% | -40.8% |
| 2.8% | -45.8% | -43.4% | -41.3% | -39.4% | -37.8% |
| 7.8% | -43.2% | -40.6% | -38.4% | -36.5% | -34.8% |
| 12.8% | -40.6% | -37.9% | -35.5% | -33.5% | -31.7% |
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)
124+32.44%Social Signal Score
Mentions (5)
- 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 (Marketaux)gurufocus.com·16d ago·Positive
Z Looks 62.3% Undervalued on GF Value™ as Shares Slide Amid Fed Rate Hike Zillow Group Inc</[+293 characters]
View source ↗ - Newsseekingalpha.com·25d ago·Positive
Zillow Group, Inc. (ZG) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript Zillow Group, Inc. (ZG) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
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 ↗ - Newsseekingalpha.com·57d ago·Neutral
Zillow: Setting Up Success With A Business Model Transition Zillow has shifted its focus in its For Sale business to a Preferred Agent model, where agents pay Zillow upon successful transactions closing. Zillow's expected revenue deceleration this year is largely due to deferring revenue to home sales, rather than upfront. The new model allows for >30% greater monetization per connection made on Zillow.
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 $0.44beat
- Wed, May 6$0.53 vs $0.43beat
- Tue, Feb 10$0.39 vs $0.42miss
- Thu, Oct 30$0.44 vs $0.42beat
- Wed, Aug 6$0.40 vs $0.44miss
- Wed, May 7$0.41 vs $0.43miss
Estimates and results for ZG 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 ZG 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
- Ro Khannahouse · CA17 · disclosed Mar 8, 2022 (22d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Feb 8, 2022 (19d later)Buy$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.