Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ZG
SELLREMOVEZillow Group, Inc. · Communication Services · United States · $7.2B · Avg Vol: $41M/d
Zillow Group operates a dominant real estate platform, but its financial performance is highly cyclical and tied to US housing transaction volumes, which remain depressed by high mortgage rates.
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 | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 2.0B | 1.9B | 2.2B | 2.6B | 9.7% |
| EPS | — | -2.32 | -3.75 | -2.75 | 0.51 | — |
| Shares | — | 42.4M | 42.4M | 42.4M | 42.4M | 0.0% |
| Debt | 1.3B | 1.9B | 1.8B | 660.0M | 457.0M | -23.3% |
| Equity | — | 4.5B | 4.5B | 4.8B | 4.9B | 2.9% |
| Op CF | — | 4.5B | 354.0M | 428.0M | 368.0M | -56.6% |
| 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) | $7.2B | 25 | SELL |
| 1SI.DE | Snap Inc. | $7.7B | 12 | STRONG SELL |
| PINS.MX | Pinterest, Inc. | $11.0B | 35 | HOLD |
| PPLI | People Incorporated | $3.2B | 19 | STRONG SELL |
| RUM | RUM Group Inc. | $2.0B | 18 | STRONG SELL |
| WBTN | WEBTOON Entertainment Inc. | $1.5B | 18 | STRONG SELL |
| IAC | People Inc | $3.1B | 53 | HOLD |
| DJT | Trump Media & Technology Group Corp. | $2.3B | 1 | STRONG SELL |
| NXDR | Nextdoor Holdings, Inc. | $831M | 30 | SELL |
| GRPN | Groupon, Inc. | $640M | 25 | SELL |
Peer medians: ROE 6.5% · P/E 21.0x · Gross margin 57.0%