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Upturn AI SWOT - About
Z 
Zillow Group Inc Class C (Z)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
10/15/2025: Z (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
5 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $87.67
1 Year Target Price $87.67
| 0 | Strong Buy |
| 1 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -0.66% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 17.57B USD | Price to earnings Ratio - | 1Y Target Price 87.67 |
Price to earnings Ratio - | 1Y Target Price 87.67 | ||
Volume (30-day avg) 5 | Beta 2.11 | 52 Weeks Range 57.00 - 93.88 | Updated Date 10/15/2025 |
52 Weeks Range 57.00 - 93.88 | Updated Date 10/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.27 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -2.6% | Operating Margin (TTM) -1.68% |
Management Effectiveness
Return on Assets (TTM) -1.38% | Return on Equity (TTM) -1.34% |
Valuation
Trailing PE - | Forward PE 33.67 | Enterprise Value 17169496670 | Price to Sales(TTM) 7.36 |
Enterprise Value 17169496670 | Price to Sales(TTM) 7.36 | ||
Enterprise Value to Revenue 7.19 | Enterprise Value to EBITDA 74.33 | Shares Outstanding 185964745 | Shares Floating 223866747 |
Shares Outstanding 185964745 | Shares Floating 223866747 | ||
Percent Insiders 6.81 | Percent Institutions 95.89 |
Upturn AI SWOT
Zillow Group Inc Class C
Company Overview
History and Background
Zillow was founded in 2006 by former Microsoft executives Rich Barton and Lloyd Frink. It revolutionized real estate with online property databases and valuation tools. It went public in 2011 and has evolved to include rentals, mortgages, and other real estate services.
Core Business Areas
- Homes Segment: This segment facilitates buying and selling homes directly through Zillow Offers (discontinued in 2021 but data is being used). It now focuses on tech that will enhance the home buying and selling process.
- Internet, Media & Technology (IMT): This segment includes Zillow's core online real estate marketplace, connecting buyers, sellers, renters, and real estate professionals. It relies on listing information for property valuation and for its premier agent advertising program.
- Mortgages: Zillow Home Loans provides mortgage origination and refinancing services. It connects borrowers with lenders. This segment has seen volatility due to interest rate changes.
Leadership and Structure
Spencer Rascoff and Rich Barton were co-founders and CEOs. Barton is the current CEO. The company operates with a board of directors and a structured leadership team overseeing various departments (technology, marketing, finance, etc.).
Top Products and Market Share
Key Offerings
- Zillow Premier Agent: Advertising program for real estate agents to gain visibility on Zillow's platform. Generates substantial revenue. Competitors: Realtor.com, Redfin, Trulia.
- Zillow Rentals: Platform for finding and listing rental properties. Competitors: Apartments.com, Rent.com, Craigslist.
- Zestimates: Automated home valuation tool using algorithms. Not as accurate as a broker. Competitors: Realtor.com's AVM, Redfin Estimate.
- Zillow Home Loans: Mortgage origination and refinancing services. Competitors: Rocket Mortgage, Better.com, traditional banks.
Market Dynamics
Industry Overview
The real estate industry is undergoing digital transformation. Online platforms are increasingly important for property search, valuation, and transactions. The market is impacted by interest rates, economic conditions, and housing inventory.
Positioning
Zillow is a leading online real estate marketplace with a strong brand recognition. Its competitive advantage lies in its extensive property data, large user base, and brand. Competitors are Realtor.com, Redfin and Opendoor.
Total Addressable Market (TAM)
The total US real estate market is multi-trillion dollars. Zillow aims to capture a larger share of transaction fees, advertising revenue, and mortgage origination by increasing usage of its platform.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Large user base
- Extensive property data
- Advanced technology platform
- Premier Agent program provides recurring revenue
Weaknesses
- Reliance on advertising revenue
- Zestimate accuracy issues
- Exposure to housing market fluctuations
- Past operational losses from iBuying (Zillow Offers)
- Volatile Mortgage Segment
Opportunities
- Expansion of mortgage services
- Growth in rental market
- Partnerships with real estate agents and brokers
- Further development of Zestimate accuracy
- Adoption of new technologies (AI, VR)
Threats
- Competition from other online real estate platforms
- Changes in housing market regulations
- Economic downturn impacting housing demand
- Rising interest rates affecting mortgage demand
- Data security and privacy concerns
Competitors and Market Share
Key Competitors
- RELY (Realogy Holdings Corp)
- RDFN (Redfin Corp)
- NEWS (News Corp)
Competitive Landscape
Zillow has the largest market share, but competitors offer unique strengths. Realogy (RELY) has a large network of agents. Redfin (RDFN) combines online and agent services. News Corp (NEWS) owns Realtor.com, with strong brand recognition.
Major Acquisitions
ShowingTime
- Year: 2021
- Acquisition Price (USD millions): 500
- Strategic Rationale: ShowingTime is used by real estate agents to schedule property showings and generate buyer interest in new listings. Zillow acquired the company to enhance its suite of tools for agents and brokers to streamline the process of scheduling property visits for real estate agents.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by user acquisition, advertising sales, and expansion into new markets. Growth slowed with the iBuying program exit.
Future Projections: Future growth depends on the success of its core advertising business, expansion of mortgage services, and adoption of new technologies. Analyst estimates vary based on market outlook.
Recent Initiatives: Focus on core marketplace, premier agent program, and streamlining operations after iBuying exit. Investment in technology to enhance the platform and user experience.
Summary
Zillow is a leading player in the online real estate marketplace, boasting a strong brand and extensive user base. Its strengths lie in its property data and Premier Agent program, but it faces challenges in Zestimate accuracy and housing market volatility. Focus on core advertising and strategic investments are key to future growth and mitigating the impacts to housing market fluctuations. The company needs to watch out for competition and evolving regulations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions can change rapidly. Investment decisions should be based on individual research and consultation with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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 6944 | Website https://www.zillowgroup.com |
Full time employees 6944 | Website https://www.zillowgroup.com | ||
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.
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