Obermatt

Flags

Earnings warning

Zillow

NSQ:Z · US98954M2008
Real Estate Management & DevelopmentLarge

360

79
EV / EBIT9
Price / Owner Earnings1
Owner Earnings Yield10
Dividend Yield1
Price/Sales31
EV / Gross Profit92
Price/Book65
Return on Capital7
Cash Return on Capital17
Return on Equity11
EBIT Margin7
Gross Profitability97
Cash Conversion96
Accruals97
Owner Earnings Margin14
Sales growth70
Profit Growth68
Long-Term EPS Growth90
Reinvestment65
Price momentum10
Debt load78
Refinancing84
Debt Payback100
Liquidity25
Analyst ratings38
Opinion Changes50
Price Target Upside96
Market mood43
Value Creation12/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Zillow clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryReal Estate Management & Development
SizeLarge
TypePublic Company
ExchangeNASDAQGS
Founded2014
Employees133
ISINUS98954M2008
Last UpdateApr 2, 2026
Themes
Customer Relationship ManagementMarketing AutomationReal Estate TechnologyInternetMobileReal Estate

Description

Zillow Group, Inc. (Zillow) operates a real estate app and website in the United States. Zillow connects hundreds of millions of consumers with innovative technology, trusted agents and loan officers, and seamless digital solutions. With industry-le…

Analysis

Middle-of-the-road

Zillow Group, Inc. sits in the middle of our grid: average quality, average price, no obvious signal in either direction.

On valuation, the picture is expensive. The owner-earnings multiple stands at 249.3×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 41% a year, against analyst forecasts of 28%. The market is pricing in far more than analysts expect: heroic expectations.

Growth is moderate; the safety picture is sturdy. The company scores 12/20 on our value-creation score: creating some value. Analysts lean positive.

Flags to be aware of: A large part of the company's book value is the price paid for past acquisitions. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
85
2023202420252026

All-time high

85

Jun 2026

All-time low

11

Jan 2023

Average rank

51

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
31
25
28
66
Price/Earnings
44
20
32
33
Price/Book
65
20
34
51
Dividend Yield
1
1
1
1
Value (overall)
45
4
17
35

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

Similar Stocks

The companies this stock is ranked against.

Compare Zillow with its peers
Navan
NSQ:NAVN
47
CountryUSA
IndustryHotels, Restaurants & Leisure
SizeMedium
Full Stock Analysis →
CoStar
NSQ:CSGP
50
CountryUSA
IndustryInternet Software & Services
SizeX-Large
Full Stock Analysis →
Payoneer
NMQ:PAYO
67
CountryUSA
IndustryDiversified Financial Services
SizeMedium
Full Stock Analysis →
Magnite
NSQ:MGNI
74
CountryUSA
IndustryMedia
SizeMedium
Full Stock Analysis →
Xometry
NSQ:XMTR
37
CountryUSA
IndustryTrading Companies & Distributors
SizeMedium
Full Stock Analysis →
eBay
NSQ:EBAY
66
CountryUSA
IndustryInternet & Direct Marketing Retail
SizeX-Large
Full Stock Analysis →

Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →