Zillow Group, Inc. (ZG)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Zillow Group, Inc. (ZG) trades at $33.44 with AI Score 62/100 (Grade B+). Zillow Group, Inc. operates digital real estate brands through mobile applications and websites in the United States. Market cap: $8.03B, Sector: Communication services.
Price live · AI analysis from May 9, 2026ZG stock analysis for 2026: Analysts have set a consensus price target of $68.71 for Zillow Group, Inc., suggesting 105.5% upside from the current price of $33.44. The AI MoonshotScore is 62/100, indicating a bullish outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
ZG: 2/4 perspectives are bullish. Dominant signal: Izzy Englander bearish.
How is this calculated? →Zillow Group, Inc. (ZG) Media & Communications Profile
Zillow Group, Inc. connects consumers with real estate information, boasting a diverse portfolio of brands like Zillow, Trulia, and StreetEasy. Operating across Homes, Internet, Media & Technology, and Mortgages segments, Zillow leverages technology to streamline the real estate experience in a competitive online marketplace.
What Is the Investment Thesis for ZG?
Zillow Group, Inc. presents a compelling investment thesis centered on its dominant position in the online real estate market. With a market capitalization of $8.03B and a gross margin of 73.3%, Zillow demonstrates strong financial health. Key value drivers include the continued growth of its IMT segment, driven by premier agent and rental marketplaces. Catalysts include the ongoing expansion of its mortgage offerings and the increasing adoption of its business software solutions. However, investors should be aware of the company's high beta of 2.11, indicating significant volatility, and a P/E ratio of 125.5, suggesting a premium valuation. The company's profitability, indicated by a 2.3% profit margin, needs to be monitored for sustainable growth.
Based on FMP financials and quantitative analysis
ZG Key Highlights
- Market Cap of $8.03B reflects Zillow's significant presence in the digital real estate market.
- Gross Margin of 73.3% indicates strong pricing power and efficient cost management.
- P/E Ratio of 125.5 suggests a premium valuation, reflecting high growth expectations.
- Profit Margin of 2.3% indicates room for improvement in profitability.
- Beta of 2.11 signifies high volatility compared to the broader market.
Who Are ZG's Competitors?
ZG is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| OMC Omnicom Group Inc. | $79.42 | +1.01% | $22.63B | 56 |
| TWLO Twilio Inc. | $208.67 | -0.31% | $31.67B | 80 |
| ROKU Roku, Inc. | $141.82 | -0.43% | $21.04B | 82 |
| TLK Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk provides telecommunications, informatics, and network services globally. The company | $13.96 | +0.47% | $13.80B | 52 |
| PINS Pinterest, Inc. | $22.25 | +0.84% | $14.79B | 84 |
| NBIS Nebius Group N.V. | $213.02 | -1.21% | 52B | 76 |
| RDDT Reddit, Inc. | $206.21 | +5.93% | $39.70B | 65 |
| TBLA Taboola.com Ltd. | $5.46 | +6.23% | $1.49B | 64 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are ZG's Key Strengths?
- Strong brand recognition and market leadership in online real estate.
- Comprehensive suite of services across the real estate value chain.
- Vast data and analytics capabilities.
- Large and engaged user base.
What Are ZG's Weaknesses?
- Reliance on advertising revenue, which can be cyclical.
- Homes segment involves capital-intensive inventory management.
- Profitability margins could be improved.
- High beta indicates significant stock price volatility.
What Could Drive ZG Stock Higher?
- Continued growth in the Premier Agent program, driven by increased agent adoption and enhanced features.
- Expansion of the rentals marketplace, capitalizing on the increasing demand for rental properties.
- Potential acquisitions or partnerships to expand Zillow's service offerings and market reach.
- Innovation in mortgage services, including streamlined application processes and competitive loan products.
What Are the Key Risks for ZG?
- Rich valuation — a P/E of 125.5 runs well above the Communication Services sector’s ~18x, leaving little room for a miss.
- Fluctuations in housing market conditions and interest rates impacting transaction volumes.
- Competition from other online real estate portals and traditional real estate agencies.
- Regulatory changes affecting the real estate industry and mortgage lending practices.
- Economic downturns impacting consumer spending and advertising budgets.
- Data security breaches or privacy concerns affecting user trust and platform usage.
What Are the Growth Opportunities for ZG?
- Expansion of Mortgage Services: Zillow has the opportunity to significantly expand its mortgage services segment. By offering competitive home loan products and streamlining the mortgage application process, Zillow can capture a larger share of the $2 trillion mortgage market. The company's existing platform and user base provide a strong foundation for cross-selling mortgage products to potential homebuyers. Success in this area could drive substantial revenue growth and increase customer lifetime value.
- Premier Agent Program Growth: The Premier Agent program within the IMT segment represents a significant growth opportunity. By attracting more real estate agents to the platform and enhancing the value proposition of the program, Zillow can increase its revenue from agent advertising and related services. The program benefits from network effects, as more agents on the platform attract more potential homebuyers, and vice versa. Continued investment in technology and marketing can further accelerate the growth of this program.
- Rental Marketplace Expansion: Zillow's rental marketplace offers another avenue for growth. With increasing demand for rental properties in urban areas, Zillow can capitalize on this trend by expanding its rental listings and enhancing its search and filtering capabilities. By providing a comprehensive platform for renters and landlords, Zillow can attract a larger share of the online rental market. Strategic partnerships with property management companies can further boost the growth of this segment.
- New Construction Marketplace: Zillow's new construction marketplace connects homebuyers with builders and developers. By expanding this marketplace and providing tools for virtual tours and online sales, Zillow can tap into the growing demand for new homes. The company can also leverage its data and analytics to provide insights to builders and developers, helping them to optimize their marketing and sales strategies. This segment offers a unique opportunity to capture a share of the new home market.
- Dotloop Business Software Solutions: Dotloop, Zillow's business software solution for real estate professionals, presents a growth opportunity by streamlining transaction management. By expanding the features and integrations of Dotloop, Zillow can attract more real estate agents and brokers to the platform. The software improves efficiency and collaboration among agents, clients, and other parties involved in real estate transactions. Increased adoption of Dotloop can generate recurring revenue and strengthen Zillow's relationships with real estate professionals.
What Opportunities Does ZG Have?
- Expansion of mortgage services and related products.
- Growth in the rentals and new construction marketplaces.
- Increased adoption of business software solutions like Dotloop.
- Strategic partnerships to expand market reach.
What Threats Does ZG Face?
- Competition from other online real estate portals and traditional real estate agencies.
- Changes in housing market conditions and interest rates.
- Regulatory changes affecting the real estate industry.
- Economic downturns impacting consumer spending and advertising budgets.
What Are ZG's Competitive Advantages?
- Brand Recognition: Zillow has established a strong brand presence and is a well-known name in the online real estate market.
- Network Effects: Its platform benefits from network effects, as more users attract more listings, and vice versa.
- Data and Analytics: Zillow possesses a vast amount of real estate data, providing valuable insights to consumers and professionals.
- Comprehensive Ecosystem: Zillow offers a comprehensive suite of services across the real estate value chain.
What Does ZG Do?
Zillow Group, Inc. was founded in 2004 and has since become a leading digital real estate company, transforming how people buy, sell, rent, and finance homes. The company's evolution is marked by its innovative approach to providing comprehensive real estate information and tools to consumers. Zillow operates through three key segments: Homes, Internet, Media & Technology (IMT), and Mortgages. The Homes segment focuses on the direct buying and selling of homes, along with providing title and escrow services. The IMT segment encompasses a suite of marketplaces including premier agent, rentals, and new construction, complemented by business software solutions like dotloop. The Mortgages segment offers home loans and related marketing products. Zillow's portfolio of brands includes Zillow Rentals, Trulia, StreetEasy, Zillow Closing Services, HotPads, and Out East, each catering to specific segments of the real estate market. Headquartered in Seattle, Washington, Zillow leverages its technology and data to empower consumers and real estate professionals alike.
What Products and Services Does ZG Offer?
- Operates online real estate marketplaces via mobile apps and websites.
- Facilitates the buying and selling of homes through its Homes segment.
- Offers title and escrow services to home buyers and sellers.
- Provides premier agent, rentals, and new construction marketplaces.
- Offers business software solutions like dotloop to real estate professionals.
- Provides home loans and mortgage-related services.
How Does ZG Make Money?
- Generates revenue from the resale of homes in its Homes segment.
- Earns advertising revenue from premier agent, rentals, and new construction marketplaces.
- Provides software solutions (dotloop) to real estate professionals for subscription fees.
- Offers mortgage services and related marketing products, generating revenue from loan origination and fees.
What Industry Does ZG Operate In?
Zillow Group, Inc. operates within the dynamic Internet Content & Information industry, a sector characterized by rapid technological advancements and evolving consumer preferences. The real estate market is undergoing a digital transformation, with online platforms playing an increasingly crucial role in property search, transactions, and financing. Zillow competes with other online real estate portals and traditional real estate agencies, striving to capture a larger share of the growing digital real estate market. The industry is driven by factors such as increasing internet penetration, mobile adoption, and the demand for transparent and accessible real estate information.
Who Are ZG's Key Customers?
- Home buyers and sellers seeking to transact in the real estate market.
- Real estate agents and brokers looking to connect with potential clients.
- Renters searching for apartments and houses.
- Builders and developers marketing new construction properties.
- Mortgage borrowers seeking home loans.
Net buyingInsider Activity
Over the past six months, Zillow Group, Inc. insiders filed 30 SEC Form 4 transactions — 24 sales and 6 purchases. On net that is roughly 776K shares acquired (about $33.7M) — insiders putting money in tends to read as conviction.
ZG Valuation & Market Position
With a $8.03B market cap, Zillow Group, Inc. sits in the mid-cap segment of the market. Relative to its peer group, ZG's quantitative score of 62/100 is roughly in line with the peer average of 71/100.
ROE 1%Key Financial Metrics
Return on equity for Zillow Group, Inc. stands at 1.3%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 1.2%, showing how much profit it generates from its asset base. ZG trades at a trailing price-to-earnings ratio of 125.53, above the Communication Services sector average of ~18x. Its free cash flow yield is 4.1%, a gauge of the cash the business throws off relative to its market value. A current ratio of 2.29 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 0.8%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 6/9Financial Health
Zillow Group, Inc.'s Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 6.18 places it in the safe zone, indicating low near-term bankruptcy risk.
FY2026 estForward Outlook
Wall Street analysts project Zillow Group, Inc. revenue of about $2.98B for fiscal 2026, with EPS near $2.29. The estimate reflects 21 contributing analysts.
Company Profile
Zillow Group, Inc. operates in the Internet Content & Information industry within the Communication Services sector. It is headquartered in Seattle, US. The company is led by CEO Jeremy Wacksman. ZG has traded publicly since 2011.
ZG Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in Zillow's long-term strategy, indicating that key executives believe in the company's potential.
- Community sentiment has shifted positively as users discuss the effectiveness of Zillow's new features and tools, enhancing user experience.
- Zillow's expansion into the rental market has garnered attention, positioning the company favorably in a growing sector of real estate.
- The overall housing market shows signs of recovery, which could benefit Zillow's core business as home buying activity increases.
Bear Case
- Concerns persist about rising interest rates impacting housing affordability, which could dampen Zillow's growth prospects.
- Negative sentiment has emerged around Zillow's previous missteps in home buying, leading to skepticism about its current strategy.
- Community discussions reflect worries about increased competition in the online real estate space, particularly from traditional brokers.
- Market perception remains cautious as analysts weigh Zillow's profitability amidst ongoing operational challenges and market volatility.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · February 2026
ZG Latest News
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Zillow Group Securities Fraud Class Action Arising from Alleged Anticompetitive Agreement and Related Regulatory Risks - Investors May Contact Lewis Kahn, Esq., at Kahn Swick & Foti, LLC
newsfilecorp.com · Jun 30, 2026
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Zillow launches a personalized hub that guides home buyers from first search to closing
PR Newswire · Jun 23, 2026
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Mortgage and refinance interest rates today, Sunday, June 21, 2026: Rates higher compared to last week
Yahoo! Finance: ZG News · Jun 21, 2026
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ROSEN, A LEADING NATIONAL FIRM, Encourages Zillow Group, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm - Z, ZG
newsfilecorp.com · Jun 21, 2026
ZG Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for ZG.
Price Targets
Consensus target: $68.71
ZG MoonshotScore
What does this score mean?
The MoonshotScore rates ZG's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
Zillow Group Securities Fraud Class Action Arising from Alleged Anticompetitive Agreement and Related Regulatory Risks - Investors May Contact Lewis Kahn, Esq., at Kahn Swick & Foti, LLC
Zillow launches a personalized hub that guides home buyers from first search to closing
Mortgage and refinance interest rates today, Sunday, June 21, 2026: Rates higher compared to last week
ROSEN, A LEADING NATIONAL FIRM, Encourages Zillow Group, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm - Z, ZG
Leadership: Jeremy Wacksman
Unknown
Information about Jeremy Wacksman's specific background, career history, education, and previous roles is not available in the provided context. Therefore, a detailed biography cannot be constructed.
Track Record: Information about Jeremy Wacksman's key achievements, strategic decisions, and company milestones under their leadership is not available in the provided context. Therefore, a detailed track record cannot be constructed.
Zillow Group, Inc. Communication Services Stock: Key Questions Answered
What does Zillow Group, Inc. Class A do?
Zillow Group, Inc. operates as a digital real estate company, providing online platforms and services for buying, selling, renting, and financing homes. The company's core business involves connecting consumers with real estate information, listings, and professionals through its portfolio of brands, including Zillow, Trulia, and StreetEasy. Zillow generates revenue through advertising, home sales, and mortgage services, positioning itself as a comprehensive solution for real estate needs.
What do analysts say about ZG stock?
Analyst consensus on ZG stock is mixed, reflecting the company's growth potential and the inherent risks of the real estate market. Key valuation metrics include the P/E ratio of 125.5, indicating a premium valuation, and a beta of 2.11, suggesting high volatility. Growth considerations center on the expansion of Zillow's IMT and mortgage segments, as well as its ability to navigate changing housing market conditions. Analysts closely monitor Zillow's revenue growth, profitability, and market share.
What are the main risks for ZG?
The main risks for Zillow Group, Inc. include fluctuations in housing market conditions and interest rates, which can impact transaction volumes and revenue. Competition from other online real estate portals and traditional real estate agencies poses a constant threat. Regulatory changes affecting the real estate industry and mortgage lending practices can also impact Zillow's business model. Furthermore, economic downturns can reduce consumer spending and advertising budgets, affecting Zillow's revenue streams. Data security and privacy concerns also represent potential risks.
What are the key factors to evaluate for ZG?
Zillow Group, Inc. (ZG) holds an AI score of 62/100 (moderate). P/E: 125.5x vs the S&P 500's ~20-25x. Analysts target $68.71 (+106%). Not financial advice.
How frequently does ZG data refresh on this page?
ZG prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven ZG's recent stock price performance?
Zillow Group, Inc. (ZG) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong brand recognition and market leadership in online real estate. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider ZG overvalued or undervalued right now?
Zillow Group, Inc. (ZG) trades at 125.5x earnings. Analysts target $68.71 (+106%) — upside seen. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying ZG?
Before investing in Zillow Group, Inc. (ZG), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Financial data is based on the most recent available information.
- CEO information is incomplete due to limited source data.