- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
Zillow Group Inc Class C (Z)

- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
11/28/2025: Z (2-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $86.86
1 Year Target Price $86.86
| 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 | Stock Returns Performance |
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 |
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 by offering free home valuations and property information online. Over time, Zillow expanded its services to include rentals, mortgages, and agent services.
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 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
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
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 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.
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 7031 | Website https://www.zillowgroup.com |
Full time employees 7031 | 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.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
Home 

