Zillow Group (ZG) Stock Insights
ZG$31.92-1.26 -3.80%
$7.18B
Market Cap
140.99
P/E
14.37
Forward P/E
69
Score
Zillow Group (ZG) Stock Insights
ZG price $31.92 -1.26 -3.80%
- Ticker
- ZG
- Price
- $31.92
- Change
- -1.26 -3.80%
- Market cap ?
- $7.18B
- P/E ?
- 140.99
- Forward P/E ?
- 14.37
- Dividend yield ?
- 0.00%
- Beta ?
- 2.02
- Sector
- Communication Services
- Industry
- Internet Content & Information
- Stocklytics score
- 69
- Value
- 67
- Quality
- 51
- Growth
- 88
Stocklytics score rationale: value 67, quality 51, growth 88.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 846589000 | 1076794000 | 1333554000 | 2742837000 | 1624000000 | 2132000000 | 1958000000 | 1945000000 | 2236000000 | 2583000000 |
Zillow Group, Inc. is a prominent digital real estate enterprise that manages a variety of property-related brands accessible via mobile applications and websites throughout the United States. Its operations are organized into three primary divisions: Homes, Internet, Media & Technology (IMT), and Mortgages. The Homes segment focuses on the buying and selling of properties, alongside providing essential title and…
Fair value
ZG fair value $65.21. Price $31.92. Price is 51% below fair value.
Below fair value, and cheaper than usual. A larger discount than on 96% 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 224.87M. 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.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-11-04 | — | 0.60 | — | 754.45M |
| 2026-08-05 | 0.52 | 0.44 | 772.00M | 758.25M |
| 2026-05-06 | 0.53 | 0.43 | 708.00M | 705.17M |
| 2026-02-10 | 0.39 | 0.42 | 654.00M | 650.51M |
| 2025-10-30 | 0.44 | 0.42 | 676.00M | 670.09M |
| 2025-08-06 | 0.40 | 0.44 | 655.00M | 666.20M |
| 2025-05-07 | 0.41 | 0.43 | 598.00M | 589.41M |
| 2025-02-11 | 0.27 | 0.26 | 554.00M | 546.68M |
| 2024-11-06 | 0.35 | 0.32 | 581.00M | 555.28M |
| 2024-08-07 | 0.39 | 0.31 | 572.00M | 538.25M |
| 2024-05-01 | 0.36 | 0.36 | 529.00M | 508.65M |
| 2024-02-13 | 0.20 | 0.12 | 474.00M | 451.08M |
| 2023-11-01 | 0.33 | 0.21 | 496.00M | 480.43M |
| 2023-08-02 | 0.39 | 0.18 | 506.00M | 472.14M |
| 2023-05-03 | 0.35 | 0.15 | 469.00M | 425.28M |
| 2023-02-15 | 0.21 | 0.10 | 435.00M | 414.52M |
| 2022-11-02 | 0.38 | 0.15 | 483.00M | 458.11M |
| 2022-08-04 | 0.47 | 0.41 | 1.01B | 984.79M |
| 2022-05-05 | 0.49 | 0.27 | 4.26B | 3.36B |
| 2022-02-10 | -0.42 | -1.24 | 3.88B | 3.01B |
| 2021-11-02 | -0.95 | 0.16 | 1.74B | 2.01B |
| 2021-08-05 | 0.44 | 0.23 | 1.31B | 1.28B |
| 2021-05-04 | 0.44 | 0.24 | 1.22B | 1.09B |
| 2021-02-10 | 0.41 | 0.29 | 788.95M | 626.78M |
| 2020-11-05 | 0.37 | 0.15 | 656.69M | 895.49M |
| 2020-08-06 | -0.17 | -0.42 | 768.35M | 2.17B |
| 2020-05-07 | -0.25 | -0.35 | 1.13B | 1.58B |
| 2020-02-19 | -0.26 | -0.36 | 943.95M | 1.27B |
| 2019-11-07 | -0.12 | -0.22 | 745.21M | 1.24B |
| 2019-08-07 | -0.14 | -0.15 | 599.58M | 599.58M |
| 2019-05-09 | -0.02 | -0.22 | 454.10M | 4.31B |
| 2019-02-21 | 0.01 | 0.01 | 365.33M | 365.33M |
| 2018-11-06 | 0.18 | 0.17 | 343.09M | 324.03M |
| 2018-08-06 | 0.13 | 0.09 | 325.25M | 250.19M |
| 2018-05-07 | 0.07 | 0.06 | 299.88M | 257.04M |
| 2018-02-08 | 0.19 | 0.19 | 282.33M | 282.33M |
| 2017-11-07 | 0.19 | 0.17 | 281.84M | 252.17M |
| 2017-08-08 | 0.04 | 0.01 | 266.85M | 66.71M |
| 2017-05-04 | 0.11 | 0.05 | 245.78M | 182.49M |
| 2017-02-07 | 0.14 | 0.11 | 227.61M | 178.84M |
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-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| No data yet. | ||||
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-09-18 | Tremblay Rikki | Buy | 14.52K | — | — |
| 2026-09-17 | Tremblay Rikki | Other | 0 | — | — |
| 2026-09-17 | Tremblay Rikki | Other | 2.52K | $38.78 | 97.92K |
| 2026-09-03 | BLACHFORD ERIK C | Sell | 792 | $35.71 | 28.28K |
| 2026-09-03 | Cormier Thielke Claire | Sell | 1.19K | $35.71 | 42.39K |
| 2026-08-20 | Knight Cassandra | Buy | 212.55K | $35.72 | 7.59M |
| 2026-08-20 | Knight Cassandra | Buy | 70.85K | — | — |
| 2026-08-17 | Hofmann Jeremy | Sell | 5.66K | $34.18 | 193.48K |
| 2026-08-17 | Wacksman Jeremy | Sell | 9.34K | $34.18 | 319.18K |
| 2026-08-14 | Spaulding Dan | Sell | 3.17K | $35.37 | 112.08K |
| 2026-08-13 | Beitel David A. | Sell | 1.80K | $34.24 | 61.57K |
| 2026-08-13 | Rock Jennifer | Sell | 990 | $34.24 | 33.90K |
| 2026-08-13 | Samuelson Errol G | Sell | 3.15K | $34.24 | 108.00K |
| 2026-08-13 | Spaulding Dan | Sell | 1.97K | $34.24 | 67.32K |
| 2026-08-13 | Hofmann Jeremy | Sell | 3.51K | $34.24 | 120.19K |
| 2026-08-13 | Wacksman Jeremy | Sell | 5.79K | $34.24 | 198.13K |
| 2026-08-11 | Cormier Thielke Claire | Sell | 1.19K | $33.09 | 39.28K |
| 2026-08-10 | Knight Cassandra | Other | 0 | — | — |
| 2026-06-08 | BLACHFORD ERIK C | Sell | 791 | $34.80 | 27.53K |
| 2026-05-22 | Wacksman Jeremy | Sell | 9.07K | $36.54 | 331.49K |
| 2026-05-18 | Spaulding Dan | Sell | 3.08K | $37.40 | 115.12K |
| 2026-05-18 | Hofmann Jeremy | Sell | 5.50K | $37.40 | 205.74K |
| 2026-05-15 | Owens Bradley D. | Sell | 3.36K | $37.23 | 125.24K |
| 2026-05-14 | Tremblay Rikki | Other | 5.62K | $43.54 | 244.91K |
| 2026-05-14 | Spaulding Dan | Sell | 1.91K | $37.86 | 72.16K |
| 2026-05-14 | Spaulding Dan | Sell | 150 | $38.74 | 5.81K |
| 2026-05-14 | Hofmann Jeremy | Sell | 3.37K | $37.86 | 127.64K |
| 2026-05-14 | Hofmann Jeremy | Sell | 300 | $38.72 | 11.62K |
| 2026-05-14 | Wacksman Jeremy | Sell | 5.75K | $37.88 | 217.86K |
| 2026-05-14 | Wacksman Jeremy | Sell | 300 | $38.69 | 11.61K |
| 2026-05-14 | Choo Jun | Sell | 1.08K | $37.84 | 40.98K |
| 2026-05-14 | Choo Jun | Sell | 145 | $38.76 | 5.62K |
| 2026-05-14 | Beitel David A. | Sell | 1.73K | $37.86 | 65.47K |
| 2026-05-14 | Beitel David A. | Sell | 150 | $38.74 | 5.81K |
| 2026-05-14 | Rock Jennifer | Sell | 974 | $37.95 | 36.96K |
| 2026-05-14 | Rock Jennifer | Sell | 60 | $38.72 | 2.32K |
| 2026-05-14 | Samuelson Errol G | Sell | 2.74K | $37.92 | 103.86K |
| 2026-05-14 | Samuelson Errol G | Sell | 200 | $38.70 | 7.74K |
| 2026-05-14 | Owens Bradley D. | Sell | 1.96K | $37.83 | 74.00K |
| 2026-05-14 | Owens Bradley D. | Sell | 290 | $38.61 | 11.20K |
| 2026-03-26 | Samuelson Errol G | Buy | 7.91K | — | — |
| 2026-03-26 | Samuelson Errol G | Sell | 4.73K | $44.20 | 209.26K |
| 2026-03-24 | Owens Bradley D. | Buy | 8.80K | $22.41 | 197.21K |
| 2026-03-24 | Owens Bradley D. | Sell | 8.80K | $43.67 | 384.32K |
| 2026-03-24 | Owens Bradley D. | Sell | 8.80K | $22.41 | 197.21K |
| 2026-03-03 | BLACHFORD ERIK C | Sell | 966 | $42.85 | 41.39K |
| 2026-03-03 | Cormier Thielke Claire | Sell | 242 | $42.85 | 10.37K |
| 2026-03-02 | Beitel David A. | Buy | 210.00K | $43.54 | 9.14M |
| 2026-03-02 | Frink Lloyd D | Buy | 210.00K | $43.54 | 9.14M |
| 2026-03-02 | BARTON RICHARD N | Buy | 165.00K | $43.54 | 7.18M |
| 2026-03-02 | Choo Jun | Buy | 240.00K | $43.54 | 10.45M |
| 2026-03-02 | Wacksman Jeremy | Buy | 52.50K | — | — |
| 2026-03-02 | Wacksman Jeremy | Buy | 157.50K | $43.54 | 6.86M |
| 2026-03-02 | Rock Jennifer | Buy | 21.75K | — | — |
| 2026-03-02 | Rock Jennifer | Buy | 21.75K | $43.54 | 947.00K |
| 2026-03-02 | Owens Bradley D. | Buy | 37.50K | — | — |
| 2026-03-02 | Owens Bradley D. | Buy | 37.50K | $43.54 | 1.63M |
| 2026-03-02 | Samuelson Errol G | Buy | 20.00K | — | — |
| 2026-03-02 | Samuelson Errol G | Buy | 60.00K | $43.54 | 2.61M |
| 2026-03-02 | Spaulding Dan | Buy | 123.75K | $43.54 | 5.39M |
| 2026-03-02 | Spaulding Dan | Buy | 13.75K | — | — |
| 2026-03-02 | Hofmann Jeremy | Buy | 180.00K | $43.54 | 7.84M |
| 2026-03-02 | Hofmann Jeremy | Buy | 20.00K | — | — |
| 2026-03-02 | BLACHFORD ERIK C | Sell | 8.42K | — | — |
| 2026-03-01 | Hoag Jay C | Buy | 19.00K | $44.62 | 847.60K |
| 2026-03-01 | Stephenson Gordon Sheridan | Buy | 19.00K | $44.62 | 847.60K |
| 2026-03-01 | BLACHFORD ERIK C | Buy | 3.17K | — | — |
| 2026-03-01 | BLACHFORD ERIK C | Buy | 9.50K | $44.62 | 423.80K |
| 2026-03-01 | Cormier Thielke Claire | Buy | 4.75K | — | — |
| 2026-03-01 | Cormier Thielke Claire | Buy | 4.75K | $44.62 | 211.90K |
| 2026-03-01 | Bohutinsky Amy | Buy | 19.00K | $44.62 | 847.60K |
| 2026-03-01 | Underwood April | Buy | 19.00K | $44.62 | 847.60K |
| 2026-03-01 | MAFFEI GREGORY B | Buy | 19.00K | $44.62 | 847.60K |
| 2026-03-01 | GURLEY J WILLIAM | Buy | 19.00K | $44.62 | 847.60K |
| 2026-02-27 | MAFFEI GREGORY B | Buy | 16.84K | $21.46 | 361.28K |
| 2026-02-27 | MAFFEI GREGORY B | Sell | 8.05K | $45.15 | 363.46K |
| 2026-02-27 | MAFFEI GREGORY B | Sell | 16.84K | $21.46 | 361.28K |
| 2026-02-24 | BLACHFORD ERIK C | Buy | 8.42K | $21.46 | 180.63K |
| 2026-02-24 | BLACHFORD ERIK C | Sell | 8.42K | $21.46 | 180.63K |
| 2026-02-20 | Frink Lloyd D | Buy | 56.39K | $22.41 | 1.26M |
| 2026-02-20 | Frink Lloyd D | Sell | 39.66K | $45.29 | 1.80M |
| 2026-02-20 | Frink Lloyd D | Sell | 56.39K | $22.41 | 1.26M |
| 2026-02-18 | Hofmann Jeremy | Sell | 7.79K | $43.73 | 340.48K |
| 2026-02-17 | Wacksman Jeremy | Sell | 13.66K | $44.25 | 604.55K |
| 2026-02-17 | Spaulding Dan | Sell | 5.36K | $43.95 | 235.62K |
| 2026-02-13 | Hoag Jay C | Buy | 16.84K | $21.46 | 361.28K |
| 2026-02-13 | Hoag Jay C | Sell | 16.84K | $21.46 | 361.28K |
| 2026-02-13 | Owens Bradley D. | Sell | 2.60K | $44.42 | 115.58K |
| 2026-02-12 | Hofmann Jeremy | Sell | 5.54K | $44.22 | 244.88K |
| 2026-02-12 | Wacksman Jeremy | Sell | 4.73K | $44.20 | 209.04K |
| 2026-02-12 | Spaulding Dan | Sell | 3.90K | $44.19 | 172.39K |
| 2026-02-12 | Samuelson Errol G | Sell | 7.01K | $44.21 | 310.12K |
| 2026-02-12 | Rock Jennifer | Sell | 2.16K | $44.22 | 95.70K |
| 2026-02-12 | Choo Jun | Sell | 2.06K | $44.23 | 91.16K |
| 2026-02-12 | Beitel David A. | Sell | 3.97K | $44.22 | 175.38K |
| 2026-02-12 | Owens Bradley D. | Sell | 2.02K | $44.20 | 89.16K |
| 2026-02-12 | BARTON RICHARD N | Buy | 300.00K | $22.41 | 6.72M |
| 2026-02-12 | BARTON RICHARD N | Sell | 300.00K | $22.41 | 6.72M |
| 2026-02-11 | Frink Lloyd D | Buy | 9.26K | $22.41 | 207.47K |
| 2026-02-11 | Frink Lloyd D | Sell | 3.88K | $44.79 | 173.99K |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 274, holders -4 vs prior quarter. Ownership 17.73%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| CALEDONIA (PRIVATE) INVESTMENTS PTY LTD | 11.33M | -42.24K | -0.37% | 355.37M |
| INDEPENDENT FRANCHISE PARTNERS LLP | 3.67M | 934.46K | +34.12% | 115.22M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.94M | -1.01M | -25.64% | 92.12M |
| BLACKROCK, INC. | 2.36M | -23.10K | -0.97% | 74.10M |
| CAPITAL WORLD INVESTORS | 2.07M | -1.01M | -32.81% | 64.96M |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.43M | -816.36K | -36.29% | 44.97M |
| D. E. SHAW & CO., INC. | 1.00M | 973.76K | +3346.26% | 31.46M |
| GEODE CAPITAL MANAGEMENT, LLC | 891.82K | -169.30K | -15.95% | 27.98M |
| NORGES BANK | 796.58K | 796.58K | New | 24.99M |
| MORGAN STANLEY | 707.25K | 137.55K | +24.14% | 22.19M |
| STATE STREET CORP | 704.18K | -30.06K | -4.09% | 22.09M |
| DIMENSIONAL FUND ADVISORS LP | 698.55K | 144.09K | +25.99% | 21.91M |
| MILLENNIUM MANAGEMENT LLC | 624.34K | 255.56K | +69.30% | 19.59M |
| WELLINGTON MANAGEMENT GROUP LLP | 579.18K | -492.78K | -45.97% | 18.17M |
| POINT72 ASSET MANAGEMENT, L.P. | 530.59K | 209.81K | +65.41% | 16.64M |
| HRT FINANCIAL LP | 438.90K | 438.90K | New | 13.77M |
| GOLDMAN SACHS GROUP INC | 412.75K | 219.76K | +113.87% | 12.95M |
| UBS GROUP AG | 405.61K | -430.02K | -51.46% | 12.72M |
| TREXQUANT INVESTMENT LP | 401.34K | 291.48K | +265.30% | 12.59M |
| JANE STREET GROUP, LLC | 391.01K | 391.01K | New | 12.27M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 388.40K | 388.40K | New | 12.18M |
| TECHNOLOGY CROSSOVER MANAGEMENT VIII, LTD. | 384.34K | 0 | 0.00% | 12.06M |
| CITADEL ADVISORS LLC | 360.35K | 334.45K | +1291.32% | 11.30M |
| QUBE RESEARCH & TECHNOLOGIES LTD | 351.22K | 351.22K | New | 11.02M |
| LONGAEVA PARTNERS L.P. | 349.59K | 349.59K | New | 10.97M |
Insights
- Revenue by product
| Period | Value |
|---|---|
| FY2015 | Market Leader Revenue: 29549000.0, Mortgages Revenue: 44263000.0, Real Estate Revenue: 482092000.0 |
| FY2016 | Mortgages Revenue: 71133000.0 |
| FY2017 | Mortgages Revenue: 80591000.0 |
| FY2018 | Mortgages Revenue: 80046000.0, Other Real Estate: 168224000.0 |
| FY2019 | Homes Segment: 1365250000.0, Internet, Media & Technology: 1276896000.0, Mortgages Segment: 100691000.0 |
| FY2020 | Homes Segment: 1715375000.0, Internet, Media & Technology: 1450232000.0, Mortgages Segment: 174210000.0 |
| FY2021 | Homes Segment: 6106944000.0, Internet, Media & Technology: 1885782000.0, Mortgages Segment: 245816000.0 |
| FY2022 | Homes Segment: 0.0, Internet, Media & Technology: 1839000000.0, Mortgages Segment: 119000000.0 |
| FY2024 | Rental Revenue: 453000000.0, Residential Revenue: 1594000000.0, Sales Revenue: 1739000000.0 |
| FY2025 | Rental Revenue: 630000000.0, Residential Revenue: 1704000000.0, Sales Revenue: 1903000000.0 |
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