Zillow Group (Z) Financials: Revenue & Earnings

Z price $31.08 -0.97 -3.03%

Ticker
Z
Price
$31.08
Change
-0.97 -3.03%
Market cap ?
$7.03B
P/E ?
144.33
Forward P/E ?
13.98
Dividend yield ?
0.00%
Beta ?
2.04
Sector
Communication Services
Industry
Internet Content & Information
Stocklytics score
69
Value
67
Quality
51
Growth
90

Stocklytics score rationale: value 67, quality 51, growth 90.

Financials

2016201720182019202020212022202320242025
846589000107679400013335540002742837000162400000021320000001958000000194500000022360000002583000000

Zillow Group, Inc. functions as a prominent digital real estate enterprise, offering a variety of real estate platforms accessible through mobile applications and websites throughout the United States. The company's operations are divided into three principal segments: Homes, Internet, Media & Technology (IMT), and Mortgages. The Homes division facilitates the resale of properties and delivers extensive title and…

Fair value

Z fair value $62.19. Price $31.08. Price is 50% below fair value.

Below fair value, and cheaper than usual. A larger discount than on 97% of days in the past 5 years.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Calculated with a 10-year free-cash-flow discount. Starting free cash flow 265.00M. Growth 20.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 12.00% (beta 2.0). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 226.29M. Net debt -237.00M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the stock's own 10-year median P/E, kept between 8 and 40. Fewer than five years of history uses the sector's typical P/E. Fair value is the average of the cash-flow value and the earnings value when both exist. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.

Compare Z

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2026-11-04—0.58—754.37M
2026-08-050.520.45772.00M758.10M
2026-05-060.530.43708.00M705.10M
2026-02-100.390.42654.00M650.44M
2025-10-300.440.43676.00M670.84M
2025-08-060.400.42655.00M647.99M
2025-05-070.410.37598.00M589.15M
2025-02-110.270.26554.00M547.03M
2024-11-060.350.29581.00M555.40M
2024-08-070.390.26572.00M538.35M
2024-05-010.360.36529.00M508.52M
2024-02-130.200.12474.00M451.66M
2023-11-010.330.23496.00M480.78M
2023-08-020.390.18506.00M472.59M
2023-05-030.350.12469.00M425.05M
2023-02-150.210.07435.00M414.52M
2022-11-020.380.06483.00M458.11M
2022-08-040.470.331.01B984.79M
2022-05-050.490.264.26B3.36B
2022-02-10-0.42-1.153.88B3.01B
2021-11-02-0.950.151.74B2.01B
2021-08-050.440.241.31B1.28B
2021-05-040.440.251.22B1.09B
2021-02-100.410.27788.95M626.78M
2020-11-050.370.12656.69M212.98M
2020-08-06-0.17-0.48768.35M1.14B
2020-05-07-0.25-0.381.13B1.51B
2020-02-19-0.26-0.30943.95M2.32B
2019-11-07-0.12-0.22745.21M1.37B
2019-08-07-0.14-0.14599.58M599.58M
2019-05-09-0.02-0.18454.10M4.09B
2019-02-210.010.01365.33M365.33M
2018-11-060.180.17343.09M324.03M
2018-08-060.130.08325.25M225.17M
2018-05-070.070.06299.88M257.04M
2018-02-080.190.19282.33M282.33M
2017-11-070.190.18281.84M267.01M
2017-08-080.04—266.85M—
2017-05-040.110.07245.78M228.11M
2017-02-070.140.13227.61M195.10M

Dividends

Yield 0.00%. Payout ratio 0.00%. Frequency —.

Safety score 37/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.

Ex-dateDividendRecordPaymentFrequency
No data yet.

Insider trades

DateInsiderActionSharesPriceValue
2026-09-18Tremblay RikkiBuy14.52K——
2026-09-17Tremblay RikkiOther0——
2026-09-17Tremblay RikkiOther2.52K$38.7897.92K
2026-09-03BLACHFORD ERIK CSell792$35.7128.28K
2026-09-03Cormier Thielke ClaireSell1.19K$35.7142.39K
2026-08-20Knight CassandraBuy212.55K$35.727.59M
2026-08-20Knight CassandraBuy70.85K——
2026-08-17Hofmann JeremySell5.66K$34.18193.48K
2026-08-17Wacksman JeremySell9.34K$34.18319.18K
2026-08-14Spaulding DanSell3.17K$35.37112.08K
2026-08-13Beitel David A.Sell1.80K$34.2461.57K
2026-08-13Rock JenniferSell990$34.2433.90K
2026-08-13Samuelson Errol GSell3.15K$34.24108.00K
2026-08-13Spaulding DanSell1.97K$34.2467.32K
2026-08-13Hofmann JeremySell3.51K$34.24120.19K
2026-08-13Wacksman JeremySell5.79K$34.24198.13K
2026-08-11Cormier Thielke ClaireSell1.19K$33.0939.28K
2026-08-10Knight CassandraOther0——
2026-06-08BLACHFORD ERIK CSell791$34.8027.53K
2026-05-22Wacksman JeremySell9.07K$36.54331.49K
2026-05-18Spaulding DanSell3.08K$37.40115.12K
2026-05-18Hofmann JeremySell5.50K$37.40205.74K
2026-05-15Owens Bradley D.Sell3.36K$37.23125.24K
2026-05-14Tremblay RikkiOther5.62K$43.54244.91K
2026-05-14Spaulding DanSell1.91K$37.8672.16K
2026-05-14Spaulding DanSell150$38.745.81K
2026-05-14Hofmann JeremySell3.37K$37.86127.64K
2026-05-14Hofmann JeremySell300$38.7211.62K
2026-05-14Wacksman JeremySell5.75K$37.88217.86K
2026-05-14Wacksman JeremySell300$38.6911.61K
2026-05-14Choo JunSell1.08K$37.8440.98K
2026-05-14Choo JunSell145$38.765.62K
2026-05-14Beitel David A.Sell1.73K$37.8665.47K
2026-05-14Beitel David A.Sell150$38.745.81K
2026-05-14Rock JenniferSell974$37.9536.96K
2026-05-14Rock JenniferSell60$38.722.32K
2026-05-14Samuelson Errol GSell2.74K$37.92103.86K
2026-05-14Samuelson Errol GSell200$38.707.74K
2026-05-14Owens Bradley D.Sell1.96K$37.8374.00K
2026-05-14Owens Bradley D.Sell290$38.6111.20K
2026-03-26Samuelson Errol GBuy7.91K——
2026-03-26Samuelson Errol GSell4.73K$44.20209.26K
2026-03-24Owens Bradley D.Buy8.80K$22.41197.21K
2026-03-24Owens Bradley D.Sell8.80K$43.67384.32K
2026-03-24Owens Bradley D.Sell8.80K$22.41197.21K
2026-03-03BLACHFORD ERIK CSell966$42.8541.39K
2026-03-03Cormier Thielke ClaireSell242$42.8510.37K
2026-03-02Beitel David A.Buy210.00K$43.549.14M
2026-03-02Frink Lloyd DBuy210.00K$43.549.14M
2026-03-02BARTON RICHARD NBuy165.00K$43.547.18M
2026-03-02Choo JunBuy240.00K$43.5410.45M
2026-03-02Wacksman JeremyBuy52.50K——
2026-03-02Wacksman JeremyBuy157.50K$43.546.86M
2026-03-02Rock JenniferBuy21.75K——
2026-03-02Rock JenniferBuy21.75K$43.54947.00K
2026-03-02Owens Bradley D.Buy37.50K——
2026-03-02Owens Bradley D.Buy37.50K$43.541.63M
2026-03-02Samuelson Errol GBuy20.00K——
2026-03-02Samuelson Errol GBuy60.00K$43.542.61M
2026-03-02Spaulding DanBuy123.75K$43.545.39M
2026-03-02Spaulding DanBuy13.75K——
2026-03-02Hofmann JeremyBuy180.00K$43.547.84M
2026-03-02Hofmann JeremyBuy20.00K——
2026-03-02BLACHFORD ERIK CSell8.42K——
2026-03-01Hoag Jay CBuy19.00K$44.62847.60K
2026-03-01Stephenson Gordon SheridanBuy19.00K$44.62847.60K
2026-03-01BLACHFORD ERIK CBuy3.17K——
2026-03-01BLACHFORD ERIK CBuy9.50K$44.62423.80K
2026-03-01Cormier Thielke ClaireBuy4.75K——
2026-03-01Cormier Thielke ClaireBuy4.75K$44.62211.90K
2026-03-01Bohutinsky AmyBuy19.00K$44.62847.60K
2026-03-01Underwood AprilBuy19.00K$44.62847.60K
2026-03-01MAFFEI GREGORY BBuy19.00K$44.62847.60K
2026-03-01GURLEY J WILLIAMBuy19.00K$44.62847.60K
2026-02-27MAFFEI GREGORY BBuy16.84K$21.46361.28K
2026-02-27MAFFEI GREGORY BSell8.05K$45.15363.46K
2026-02-27MAFFEI GREGORY BSell16.84K$21.46361.28K
2026-02-24BLACHFORD ERIK CBuy8.42K$21.46180.63K
2026-02-24BLACHFORD ERIK CSell8.42K$21.46180.63K
2026-02-20Frink Lloyd DBuy56.39K$22.411.26M
2026-02-20Frink Lloyd DSell39.66K$45.291.80M
2026-02-20Frink Lloyd DSell56.39K$22.411.26M
2026-02-18Hofmann JeremySell7.79K$43.73340.48K
2026-02-17Wacksman JeremySell13.66K$44.25604.55K
2026-02-17Spaulding DanSell5.36K$43.95235.62K
2026-02-13Hoag Jay CBuy16.84K$21.46361.28K
2026-02-13Hoag Jay CSell16.84K$21.46361.28K
2026-02-13Owens Bradley D.Sell2.60K$44.42115.58K
2026-02-12Hofmann JeremySell5.54K$44.22244.88K
2026-02-12Wacksman JeremySell4.73K$44.20209.04K
2026-02-12Spaulding DanSell3.90K$44.19172.39K
2026-02-12Samuelson Errol GSell7.01K$44.21310.12K
2026-02-12Rock JenniferSell2.16K$44.2295.70K
2026-02-12Choo JunSell2.06K$44.2391.16K
2026-02-12Beitel David A.Sell3.97K$44.22175.38K
2026-02-12Owens Bradley D.Sell2.02K$44.2089.16K
2026-02-12BARTON RICHARD NBuy300.00K$22.416.72M
2026-02-12BARTON RICHARD NSell300.00K$22.416.72M
2026-02-11Frink Lloyd DBuy9.26K$22.41207.47K
2026-02-11Frink Lloyd DSell3.88K$44.79173.99K

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 458, holders -75 vs prior quarter. Ownership 75.47%.

HolderSharesChangeChange %Value
CALEDONIA (PRIVATE) INVESTMENTS PTY LTD24.10M-1.79M-6.92%759.73M
INDEPENDENT FRANCHISE PARTNERS LLP16.30M3.10M+23.51%513.80M
CAPITAL WORLD INVESTORS14.24M44.87K+0.32%448.87M
VANGUARD PORTFOLIO MANAGEMENT LLC13.33M-682.24K-4.87%420.09M
BLACKROCK, INC.8.16M-1.85M-18.48%257.18M
VANGUARD CAPITAL MANAGEMENT LLC7.50M1.72K+0.02%236.51M
QUBE RESEARCH & TECHNOLOGIES LTD3.76M3.55M+1664.95%118.57M
STATE OF WISCONSIN INVESTMENT BOARD3.55M1.48M+71.46%111.77M
NINETY ONE UK LTD3.47M-430.70K-11.03%109.47M
GEODE CAPITAL MANAGEMENT, LLC3.38M-56.32K-1.64%106.68M
TECHNOLOGY CROSSOVER MANAGEMENT IX, LTD.3.05M00.00%96.06M
STATE STREET CORP2.96M-918.08K-23.69%93.24M
UBS GROUP AG2.92M2.69M+1152.09%92.11M
TECHNOLOGY CROSSOVER MANAGEMENT VIII, LTD.2.73M00.00%86.21M
JANE STREET GROUP, LLC2.65M2.39M+902.06%83.54M
D. E. SHAW & CO., INC.2.48M2.01M+431.03%78.13M
TECHNOLOGY CROSSOVER MANAGEMENT XI, LTD.2.34M00.00%73.69M
FMR LLC2.28M-303.24K-11.75%71.81M
DIMENSIONAL FUND ADVISORS LP2.22M327.50K+17.27%70.09M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP2.17M2.17MNew68.35M
ANCIENT ART, L.P.2.16M2.16MNew68.09M
MORGAN STANLEY2.03M-540.84K-21.02%64.06M
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.1.82M1.82MNew57.36M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.82M46.41K+2.62%57.36M
SUSQUEHANNA INTERNATIONAL GROUP, LLP1.79M1.24M+229.33%56.31M

Earnings and financials

Zillow Group, Inc. Class C (Z) trades at $31.08, with a market cap of $7.03B and a trailing P/E of 144.33. Revenue below is the annual history on file. It describes what the business has already reported. It is not a forecast and it is not a recommendation.

Financials

2016201720182019202020212022202320242025
846589000107679400013335540002742837000162400000021320000001958000000194500000022360000002583000000

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Zillow Group (Z) Financials: Revenue & Earnings

Z$31.08-0.97 -3.03%

$7.03B

Market Cap

144.33

P/E

13.98

Forward P/E

69

Score

Price History