Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ZG
Strong SellZillow Group, Inc. · Communication Services · United States · $8.2B · Avg Vol: $47M/d
COMPANY DESCRIPTION
Zillow Group, Inc. operates leading online real estate marketplaces, providing data, information, and tools for consumers to buy, sell, rent, and finance homes. Its competitive moat is driven by its dominant brand recognition, vast proprietary real estate data, and network effects from its large audience, establishing it as a go-to platform for real estate transactions. Zillow is a market leader in digital real estate, constantly innovating with new services like Zestimate and Zillow Offers.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.0B | 1.9B | 2.2B | 2.6B | 9.7% | 2.8B | 2.9B | 3.3B | 13.0% |
| EPS | -2.32 | -3.75 | -2.75 | 0.51 | — | 0.23 | 0.71 | 0.91 | 33.5% |
| Shares | 42.4M | 42.4M | 42.4M | 42.4M | 0.0% | 41.4M | — | — | — |
| Debt | 1.9B | 1.8B | 660.0M | 457.0M | -37.4% | 558.0M | — | — | — |
| Equity | 4.5B | 4.5B | 4.8B | 4.9B | 2.9% | — | — | — | — |
| Op CF | 4.5B | 354.0M | 428.0M | 368.0M | -56.6% | 388.0M | — | — | — |
| Inv CF | -1.5B | 25.0M | 395.0M | -6.0M | — | — | — | — | — |
| Fin CF | -4.3B | -352.0M | -1.2B | -674.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Communication Services, ranked by industry match, size, and score similarity. Cross-listings of ZG are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ZG | Zillow Group, Inc.(you) | $8.2B | 17 | Strong Sell |
| 1SI.DE | Snap Inc. | $9.2B | 28 | Sell |
| RUM | RUM Group Inc. | $4.5B | 21 | Sell |
| STUB | StubHub Holdings, Inc. | $2.5B | 18 | Strong Sell |
| DJT | Trump Media & Technology Group Corp. | $2.7B | 1 | Strong Sell |
| PINS.MX | Pinterest, Inc. | $13.2B | 49 | Hold |
| WBTN | WEBTOON Entertainment Inc. | $1.4B | 11 | Strong Sell |
| PPLI | People Incorporated | $2.9B | 56 | Hold |
| GRPN | Groupon, Inc. | $794M | 38 | Hold |
| NXDR | Nextdoor Holdings, Inc. | $878M | 42 | Hold |
Peer medians: ROE 6.5% · P/E 18.9x · Gross margin 56.9%