Zillow Group, Inc. (ZG)
OvervaluedFundamental
52
मूल्य
$27.94
मार्केट कैप
$6.50B
भाग 1 · कंपनी का मूल्य कितना है
अवलोकन
Zillow runs the website and app most home shoppers in the United States use to browse listings, estimate what a home is worth, and find a real-estate agent. It does not buy or sell homes itself: it makes money by connecting the people looking at its site with agents, lenders and property managers who pay to reach them. The audience is the product; real estate transactions happen off Zillow's books.
यह पैसा कैसे कमाती है
Most revenue comes from real-estate agents and brokerages who pay for leads and advertising placement tied to Zillow's traffic, plus a growing slice from advertising sold to landlords and property managers listing rentals, and from fees earned originating mortgages. Because Zillow is paid for attention and leads rather than for closing a sale, its revenue rises and falls with how many people are actively browsing homes, not with home prices themselves.
सेगमेंट के अनुसार राजस्व
Advertising and software sold to real-estate agents and brokerages, plus new-construction listings — the core of the business.
Advertising and listing tools sold to landlords and property managers for rental units, the fastest-growing part of the business.
Revenue from originating home loans and from advertising sold to mortgage lenders on Zillow's site.
Mainly display advertising not tied to the other three lines.
प्रतिस्पर्धी बढ़त (Moat)
नेटवर्क इफेक्ट्स · संकीर्णMore home shoppers on Zillow's site makes it more attractive for agents to advertise there, and more agent listings make the site more useful to shoppers — a loop that has made Zillow the largest audience in U.S. real estate search. It is not unbreakable: a large share of listing traffic depends on data-sharing agreements with brokers and portals, and a competitor like Google inserting listings directly into search results could intercept that audience before it reaches Zillow at all.
मांग को क्या चलाता है
चक्रीयZillow's revenue tracks the health of the housing market: low inventory, fewer new listings, and volatile mortgage rates reduce the transactions that fund agent advertising budgets, even if browsing traffic stays high. Rentals and mortgages add some diversification, but the core business still rises and falls with how active the housing market is.
प्रमुख जोखिम
- Sensitivity to housing market conditions — Low housing inventory, fewer new for-sale listings, and volatile mortgage rates can reduce both the number of transactions consumers complete and demand for advertising from agents.
- Search platforms bypassing Zillow — Large search engines have begun showing home listings directly in their own results, which could divert the traffic Zillow depends on before it ever reaches Zillow's site.
- Legal and regulatory disputes — The company faces litigation, including antitrust claims tied to a rentals partnership with a competitor, from consumers, industry participants and government bodies, which could result in costs or forced changes to its business practices.
खरीदने के पक्ष में तर्क
Buyers argue that Zillow's audience lead in real-estate search is difficult to replicate, that rentals and mortgages are diversifying revenue away from pure for-sale transactions and growing faster than the core business, and that full-year revenue growth well ahead of the housing industry's own growth shows Zillow taking share regardless of the market cycle.
बेचने के पक्ष में तर्क
Sellers fear that a business built on advertising to agents remains hostage to housing transaction volumes it does not control, that large search platforms inserting listings directly into their own results could erode the traffic advantage Zillow relies on, and that ongoing litigation adds cost and uncertainty on top of an already cyclical business.
Written by the editors, published on 18 अगस्त 2026
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बैलेंस शीट और तरलता
राजस्व
$2.81B
पिछले 12 महीने (30/6/2026 तक)
शुद्ध आय
$55M
पिछले 12 महीने (30/6/2026 तक)
Free Cash Flow
$235M
कुल इक्विटी
$4.88B
कुल देनदारियाँ
$801M
Current Ratio
1.92
Interest Coverage
0.67
Debt/EBITDA
2.43
Earnings Per Share
राजस्व और शुद्ध आय
Free Cash Flow
आय विवरण
ऐतिहासिक विवरण
समय के साथ मार्जिन
समय के साथ ऋण
ऋण कितना भारी है
वृद्धि तालिका
वृद्धि — राजस्व
Fair Value अनुमान
Fair Value
$22.30
वर्तमान मूल्य
$27.94
Margin of Safety
-25.3%
Fair Value सीमा
$14.50 - $30.11
इस्तेमाल किए गए valuation methods के बीच का फैलाव, कोई सांख्यिकीय रूप से calibrated confidence interval नहीं।
अनुमान विधियाँ
मूल्यांकन मेट्रिक्स
P/E Ratio
125.91
ROE
0.5%
P/B Ratio
0.27
P/FCF
4.45
Gross Margin
72.9%
ROIC
0.2%
लाभप्रदता Radar
मूल्य सृजन (प्रतिस्पर्धी बढ़त)
ROIC
0.2%
WACC
14.6%
ROIC − WACC
-14.4 pp
ROIC पूंजी की लागत से कम है — कंपनी निवेशित हर डॉलर पर मूल्य नष्ट कर रही है।
Fundamental विश्लेषण मानदंड
पास (13)
- EPS shows upward trend
- Gross Margin 72.9%
- P/FCF 4.45
- P/B Ratio 0.27
- Debt/Equity ratio
- Positive Free Cash Flow
- Current Ratio
- Debt/EBITDA
- Analyst Consensus 57% Buy
- Earnings Surprise avg 5.8%
- Earnings Quality (OCF/NI) 7.05
- Net Margin Trend 2.0% vs -2.6%
- Piotroski F-Score 7/9
फेल (12)
- Price CAGR -2.14%
- ROIC 0.2%
- Operating Margin 0.4%
- CapEx intensity
- Interest Coverage
- Return on Tangible Assets
- Low reliance on intangibles
- Price below Graham Number
- DCF valuation (Unknown)
- ROE 1.2%
- Revenue Growth 5Y -5.0%
- Share Dilution 9.5%
अनुपलब्ध (2)
- Dividend Payout NaN%
- PEG Ratio (need PE > 0 and growth > 0)
Piotroski F-Score
मजबूत वित्तीय स्वास्थ्य
Earnings गुणवत्ता
उच्च गुणवत्ता: earnings नकदी द्वारा समर्थित
शेयर Dilution
नए शेयर जारी कर रही है, स्वामित्व को कम कर रही है
संस्थागत होल्डिंग
प्रशासन
कार्यकारी टीम
| नाम | पद | आयु |
|---|---|---|
| Mr. Richard N. Barton | Co-Founder & Co-Executive Chair | 57 |
| Mr. Lloyd D. Frink | Co-Founder, Co-Executive Chairman & President | 60 |
| Mr. Jeremy Wacksman | CEO & Director | 48 |
| Mr. Jeremy Hofmann | COO & CFO | 39 |
| Mr. David A. Beitel | Chief Technology Officer | 55 |
| Mr. Bradley Allen Berning | Vice President of Investor Relations | - |
| Ms. Cassandra Knight | Chief Legal & Policy Officer | 55 |
| Mr. Dan Spaulding | Chief People Officer | 48 |
| Mr. Errol G. Samuelson | Chief Industry Development Officer | 59 |
भाग 2 · कीमत और खरीदने का समय
यह हिस्सा यह नहीं बताता कि कंपनी अच्छी है या नहीं: यह तय करने में मदद करता है कि उसे कब खरीदें, जब फंडामेंटल आपको आश्वस्त कर चुके हों। इसमें: तकनीकी विश्लेषण, संभावना, ऐतिहासिक गिरावट, गामा एक्सपोज़र।
दस्तावेज़
- दस्तावेज़ देखें
वार्षिक रिपोर्ट (10-K)
कंपनी के कारोबार, वित्तीय नतीजों और जोखिमों का वार्षिक सिंहावलोकन।
दाखिल तिथि: 2026-02-11
- दस्तावेज़ देखें
तिमाही रिपोर्ट (10-Q)
पिछले तीन महीनों के वित्तीय प्रदर्शन का अपडेट।
दाखिल तिथि: 2026-08-05
- दस्तावेज़ देखें
विशेष रिपोर्ट (8-K)
किसी बड़ी घटना, जैसे नेतृत्व में बदलाव या बड़ी घोषणा, की सूचना।
दाखिल तिथि: 2026-09-17
via SEC EDGAR
आय का इतिहास
via SEC EDGAR
Latest News
Recent headlines for ZG, sourced from Markets Gazette.
- 2/27/2026POSITIVEZillow predicts major mortgage rate change, homebuying shift
Real estate platform Zillow anticipates a significant turning point in the U.S. housing market, with mortgage rates expected to decline. This prediction suggests that affordability, long a distant dream for many homebuyers, could finally become a tangible reality. A drop in rates would make homeownership more accessible, stimulating demand and potentially revitalizing the sector. For investors, this outlook points to a potential strengthening of the real estate market, benefiting companies directly tied to the industry, such as Zillow itself, which would see increased transactions on its platform.
via Markets Gazette