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Upturn AI SWOT - About
ZG 
Zillow Group Inc (ZG)
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Upturn Advisory Summary
10/15/2025: ZG (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
29 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $89.2
1 Year Target Price $89.2
| 9 | Strong Buy |
| 5 | Buy |
| 14 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -16.67% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 17.36B USD | Price to earnings Ratio - | 1Y Target Price 89.2 |
Price to earnings Ratio - | 1Y Target Price 89.2 | ||
Volume (30-day avg) 29 | Beta 2.11 | 52 Weeks Range 55.08 - 90.22 | Updated Date 10/15/2025 |
52 Weeks Range 55.08 - 90.22 | 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 32.57 | Enterprise Value 17169496670 | Price to Sales(TTM) 7.27 |
Enterprise Value 17169496670 | Price to Sales(TTM) 7.27 | ||
Enterprise Value to Revenue 7.19 | Enterprise Value to EBITDA 74.33 | Shares Outstanding 50089971 | Shares Floating 223866747 |
Shares Outstanding 50089971 | Shares Floating 223866747 | ||
Percent Insiders 3.19 | Percent Institutions 85.52 |
Upturn AI SWOT
Zillow Group Inc
Company Overview
History and Background
Zillow Group Inc. was founded in 2006 by Rich Barton and Lloyd Frink. It initially launched as a real estate database and has since expanded into a comprehensive platform for buying, selling, renting, and financing homes. Significant milestones include the acquisition of Trulia in 2015 and the launch of Zillow Offers (later discontinued).
Core Business Areas
- Homes Segment: This segment encompasses Zillow's activities as a principal in the purchase and resale of homes (iBuying) before its discontinuation. Also now focuses on rentals and new construction.
- Internet, Media & Technology (IMT): This segment includes advertising revenue generated from agents and brokers, along with mortgage origination services and other related offerings.
- Mortgages Segment: Provides mortgage solutions to consumers, including mortgage origination services and technology solutions for lenders.
Leadership and Structure
The CEO of Zillow Group is Susan Daimler. The organizational structure includes various departments such as engineering, marketing, sales, and finance, with leadership teams reporting to the CEO.
Top Products and Market Share
Key Offerings
- Zillow Home Loans: Provides mortgage origination services. Market share is relatively small but growing. Competitors include Rocket Mortgage, United Wholesale Mortgage (UWM), and traditional banks.
- Zillow Premier Agent: A program for real estate agents to advertise on Zillow. Revenue is generated through advertising fees paid by agents. Competitors include Realtor.com's Advantage Program and Redfin's Partner Program.
- Zillow.com: Zillow.com is the primary online real estate marketplace. Market share is estimated to be around 25% of online real estate traffic. Competitors include Realtor.com and Redfin.
Market Dynamics
Industry Overview
The real estate industry is undergoing digital transformation, with increasing adoption of online platforms for property search, financing, and transaction management. Interest rates heavily influence activity.
Positioning
Zillow is a leading online real estate marketplace with a strong brand recognition. It aims to be a one-stop-shop for all real estate needs, with advantages in data analytics and user experience.
Total Addressable Market (TAM)
The TAM for the U.S. real estate market is estimated to be in the trillions of dollars, encompassing home sales, rentals, and related services. Zillow aims to capture a significant portion of this TAM through its various offerings.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Large user base
- Extensive real estate data
- Diversified revenue streams
Weaknesses
- Dependence on advertising revenue
- Sensitivity to housing market cycles
- Past losses related to Zillow Offers
- Reputation challenges related to Zestimates
Opportunities
- Expansion into new real estate services
- Increased adoption of online real estate transactions
- Partnerships with real estate agents and brokers
- Leveraging data analytics to improve user experience
Threats
- Competition from other online real estate platforms
- Changes in housing market conditions
- Regulatory challenges
- Economic downturn
Competitors and Market Share
Key Competitors
- RELY
- RDFN
- MTCH
Competitive Landscape
Zillow has a large user base and a strong brand but faces competition from other established players like Realtor.com and Redfin, as well as newer entrants. Zillow's scale and data advantage are key competitive strengths.
Major Acquisitions
Trulia
- Year: 2015
- Acquisition Price (USD millions): 2500
- Strategic Rationale: The acquisition of Trulia expanded Zillow's reach and market share in the online real estate space.
Bridge Interactive
- Year: 2016
- Acquisition Price (USD millions): 54
- Strategic Rationale: Bridge Interactive provides software solutions for the real estate industry and was acquired to enhance Zillow's technology platform.
Growth Trajectory and Initiatives
Historical Growth: Zillow experienced significant revenue growth in its early years, driven by the increasing adoption of online real estate platforms. Recent growth has been impacted by the housing market slowdown and discontinued iBuying operations.
Future Projections: Future projections depend on various factors, including housing market conditions, interest rates, and Zillow's ability to innovate and expand its services. Analyst estimates will be added once accessed. Revenue Growth Rate: [0.15, 0.14, 0.13, 0.12]
Recent Initiatives: Recent initiatives include focusing on core marketplace offerings, expanding mortgage services, and enhancing the user experience on Zillow.com.
Summary
Zillow remains a dominant player in online real estate with a massive user base, although its revenue is linked with the economic activity of the housing market. Its strength lies in brand recognition and user experience, but the firm has faced revenue problems with past high-risk products. Continued diversification of revenue streams is important for long-term success as well as adapting to a shifting economic landscape for housing.
Peer Comparison
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 are subject to change.
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
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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