Zillow Group (Z) Stock Insights

Z price $30.77 -1.28 -3.99%

Ticker
Z
Price
$30.77
Change
-1.28 -3.99%
Market cap ?
$6.96B
P/E ?
144.33
Forward P/E ?
13.84
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 $64.13. Price $30.77. Price is 52% below fair value.

Below fair value, and cheaper than usual. A larger discount than on 98% 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 226.28M. Net debt -237.00M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. 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—754.35M
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

Insights

Revenue by product
PeriodValue
FY2012Display: 30180000.0, Marketplace: 86670000.0
FY2013Display: 43337000.0
FY2014Mortgages Revenue: 28203000.0, Real Estate Revenue: 239039000.0
FY2015Market Leader Revenue: 29549000.0, Mortgages Revenue: 44263000.0, Real Estate Revenue: 482092000.0
FY2016Mortgages Revenue: 71133000.0
FY2017Mortgages Revenue: 80591000.0
FY2018Mortgages Revenue: 80046000.0, Other Real Estate: 168224000.0
FY2019Homes Segment: 1365250000.0, Internet, Media & Technology: 1276896000.0, Mortgages Segment: 100691000.0
FY2020Homes Segment: 1715375000.0, Internet, Media & Technology: 1450232000.0, Mortgages Segment: 174210000.0
FY2021Homes Segment: 6106944000.0, Internet, Media & Technology: 1885782000.0, Mortgages Segment: 245816000.0
FY2022Homes Segment: 24000000.0
FY2024Rental Revenue: 453000000.0, Residential Revenue: 1594000000.0, Sales Revenue: 1739000000.0
FY2025Rental Revenue: 630000000.0, Residential Revenue: 1704000000.0, Sales Revenue: 1903000000.0

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Zillow Group (Z) Stock Insights

Z$30.77-1.28 -3.99%

$6.96B

Market Cap

144.33

P/E

13.84

Forward P/E

69

Score

Price History