Z official logo Z
Z 2-star rating from Upturn Advisory
Zillow Group Inc Class C (Z) company logo

Zillow Group Inc Class C (Z)

Zillow Group Inc Class C (Z) 2-star rating from Upturn Advisory
$74.38
Last Close (24-hour delay)
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PASS
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock price based on last close icon Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • 1Y
  • 1M
  • 1W

Upturn Advisory Summary

11/28/2025: Z (2-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 2 star rating for performance

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Number of Analysts

2 star rating from financial analysts

5 Analysts rated it

Limited analyst coverage, niche firm, research info may be scarce.

1 Year Target Price $86.86

1 Year Target Price $86.86

Analysts Price Target For last 52 week
$86.86 Target price
52w Low $57.51
Current$74.38
52w High $93.88

Analysis of Past Performance

Type Stock
Historic Profit -0.66%
Avg. Invested days 43
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 4.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/28/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 18.00B USD
Price to earnings Ratio -
1Y Target Price 86.86
Price to earnings Ratio -
1Y Target Price 86.86
Volume (30-day avg) 5
Beta 2.07
52 Weeks Range 57.51 - 93.88
Updated Date 11/30/2025
52 Weeks Range 57.51 - 93.88
Updated Date 11/30/2025
Dividends yield (FY) -
Basic EPS (TTM) -0.14

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Earnings Date

Report Date 2025-11-05
When After Market
Estimate 0.44
Actual 0.44

Profitability

Profit Margin -1.29%
Operating Margin (TTM) -0.15%

Management Effectiveness

Return on Assets (TTM) -0.95%
Return on Equity (TTM) -0.66%

Valuation

Trailing PE -
Forward PE 36.36
Enterprise Value 16868349386
Price to Sales(TTM) 7.25
Enterprise Value 16868349386
Price to Sales(TTM) 7.25
Enterprise Value to Revenue 6.79
Enterprise Value to EBITDA 64.63
Shares Outstanding 186200151
Shares Floating 223715295
Shares Outstanding 186200151
Shares Floating 223715295
Percent Insiders 6.79
Percent Institutions 99.46

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Zillow Group Inc Class C

Zillow Group Inc Class C(Z) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo History and Background

Zillow was founded in 2006 by former Microsoft executives Rich Barton and Lloyd Frink. It revolutionized real estate by offering free home valuations and property information online. Over time, Zillow expanded its services to include rentals, mortgages, and agent services.

Company business area logo Core Business Areas

  • Homes Segment: Focuses on buying and selling homes directly through Zillow Offers (discontinued in 2021, winding down operations)
  • Internet, Media & Technology (IMT) Segment: Generates revenue through advertising sales to real estate agents and related businesses, as well as fees from other services like rentals and mortgages.
  • Mortgages Segment: Offers mortgage origination services, primarily through Zillow Home Loans.

leadership logo Leadership and Structure

Zillow Group is led by CEO Richard N. Barton. The company has a typical corporate structure with various departments headed by senior executives.

Top Products and Market Share

Product Key Offerings logo Key Offerings

  • Zillow.com: The core real estate marketplace website and app, offering property listings, valuation tools (Zestimate), and agent directories. Zillow has significant brand recognition and website traffic. Competitors include Realtor.com (owned by Move, Inc., a subsidiary of News Corp), Redfin (RDFN) and Trulia (also owned by Zillow Group). Market share data is complex due to varying metrics, but Zillow maintains high web traffic vs. competitors.
  • Zestimate: An automated home valuation tool. Although controversial for accuracy, it's a key driver of user engagement. Competitors include Realtor.com's valuation tools and Redfin's estimate of property value. While Zillow does not share Zestimate revenue, it contributes significantly to user acquisition.
  • Rentals: A platform for landlords to list rental properties and for renters to find housing. Competitors include Apartments.com (owned by CoStar Group), Craigslist, and other local listing sites. Zillow generates rental revenue from listing fees and advertising.

Market Dynamics

industry overview logo Industry Overview

The real estate industry is undergoing digital transformation, with increasing online activity. Key trends include rising home prices (although recent corrections are occurring), low inventory, and increasing interest rates.

Positioning

Zillow aims to be the leading digital real estate platform by connecting buyers, sellers, renters, and real estate professionals. It competes based on brand recognition, website traffic, and a broad suite of services.

Total Addressable Market (TAM)

The TAM for real estate-related services is massive, encompassing trillions of dollars. Zillow is positioned to capture a portion of this market through its advertising, lead generation, and mortgage services.

Upturn SWOT Analysis

Strengths

  • Strong brand recognition
  • Large user base and website traffic
  • Extensive property data
  • Established platform for agents and advertisers
  • Innovative products like Zestimate

Weaknesses

  • Accuracy of Zestimate
  • Dependence on advertising revenue
  • Past losses from Zillow Offers (iBuying)
  • Sensitivity to housing market cycles
  • Legal and regulatory risks

Opportunities

  • Expansion of mortgage services
  • Growth in rental market
  • Development of new real estate technology
  • Increasing online real estate activity
  • Partnerships with other real estate companies

Threats

  • Competition from other online real estate platforms
  • Changes in housing market conditions
  • Economic downturn
  • Regulatory changes
  • Data security and privacy concerns

Competitors and Market Share

Key competitor logo Key Competitors

  • REALTOR.COM (NWSA)
  • REDFIN CORP (RDFN)
  • OPENDOOR TECHNOLOGIES INC (OPEN)

Competitive Landscape

Zillow's key advantage is its brand recognition and extensive user base. Competitors focus on specific niches or offer alternative business models.

Major Acquisitions

ShowingTime

  • Year: 2021
  • Acquisition Price (USD millions): 500
  • Strategic Rationale: Integrate ShowingTime's scheduling technology to improve the agent and consumer experience.

Growth Trajectory and Initiatives

Historical Growth: Historical growth has been driven by the growth of online real estate and Zillow's expanding service offerings. Growth has fluctuated greatly during the last 3 years

Future Projections: Future growth is dependent on the economy. Analyst estimates vary depending on housing market expectations.

Recent Initiatives: Recent strategic initiatives include focusing on core IMT business, enhancing rental and mortgage services, and investing in technology.

Summary

Zillow is a leading online real estate marketplace with strong brand recognition. The company has navigated the challenging real estate market. Zillow should focus on strengthing its IMT segment and manage market conditions, also legal and regulatory risks.

Similar Stocks

Sources and Disclaimers

Data Sources:

  • Zillow Group Inc. Investor Relations
  • SEC Filings
  • Industry reports
  • Analyst estimates

Disclaimers:

This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly, impacting the accuracy of this information.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Zillow Group Inc Class C

Exchange NASDAQ
Headquaters Seattle, WA, United States
IPO Launch date 2011-07-20
CEO & Director Mr. Jeremy Wacksman
Sector Communication Services
Industry Internet Content & Information
Full time employees 7031
Full time employees 7031

Zillow Group, Inc. operates real estate brands in mobile applications and Websites in the United States. The company offers premier agent and rentals marketplaces, new construction marketplaces, advertising, display advertising, and business technology solutions, as well as dotloop, a real estate transaction management SaaS solution. It also provides mortgage originations and the sale of mortgages, and advertising to mortgage lenders and other mortgage professionals; and title and escrow services. In addition, the company's brand portfolio includes Zillow Premier Agent, Zillow Home Loans, Zillow Rentals, Trulia, StreetEasy, HotPads, and Out East; and a suite of marketing software and technology solutions for the real estate industry, including ShowingTime+, Spruce, and Follow Up Boss. Zillow Group, Inc. was incorporated in 2004 and is headquartered in Seattle, Washington.