Z
Z
Zillow Group, Inc.
$32.24
+4.81% 2026-10-20
Communication Services
ZSPY
1W
+15.3%
1M
+8.2%
3M
+1.2%
6M
-30.2%
YTD
-52.7%
1Y
-56.8%
Live chart
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Grades vs sector
MomentumNot enough data yet–
Momentum
Not enough data yet
Percentile within its GICS sector across the S&P 1500.
GrowthNot enough data yet–
Growth
Not enough data yet
Percentile within its GICS sector across the S&P 1500.
ValueNot enough data yet–
Value
Not enough data yet
Percentile within its GICS sector across the S&P 1500.
ProfitabilityNot enough data yet–
Profitability
Not enough data yet
Percentile within its GICS sector across the S&P 1500.
RevisionsNot enough data yet–
Revisions
Not enough data yet
30-day change in analysts' current-year EPS estimate; graded across covered stocks.
Our models
Not held by any of our 5 live models right now.
Quality Growth
not ranked (outside this model's universe or screens)
Momentum Top 15not ranked (outside this model's universe or screens)
Momentum Blendnot in the current book
New Highs Growthnot ranked (outside this model's universe or screens)
Conviction 20not in the current book
News
More newsOpendoor Is Now Down 64% This Year: Is OPEN Stock a Falling Knife or Poised for a Comeback?
24/7 Wall St. · 14h ago
10 Cities Where Buying Beats Renting the Fastest in 2026
MoneyLion · Oct 19
Zillow brings specialized housing intelligence to Claude, with a path to tours, agents and financing
PR Newswire · Oct 19
What Does Zillow Group (ZG) Stand To Gain From The Rental Demand Surge?
Simply Wall St. · Oct 18
Stock Market Today, Oct. 16: Opendoor Slides on Fresh 52-Week Lows Amid Higher Debt Costs
Motley Fool · Oct 16
Key stats
Market cap$7.2B
P/E (trailing)140.2
P/E (forward)11.6
52-week range26.67 – 79.40
Revenue growth (YoY, latest qtr)+17.9%
Dividend yield0.00%
Analyst consensusHold (6)
Mean price target$41.50 (+29%)
Valuation and fundamentals
Valuation & fundamentals
Bottom line
Leans expensive
Model read-out from the numbers below, not advice. Score -1 (DCF counts double).
▼DCF (base case)below the price by 47%
•Piotroski F-score6/9
▲Altman Z4.6 (safe)
•Net debt / EBITDA2.3x
▲Analyst target+29% (6 analysts)
Discounted cash flow
Bear
$10
-67%
growth 8% · disc. 14.0% · term. 2.0%
Base
$17
-47%
growth 14% · disc. 13.0% · term. 2.5%
Bull
$25
-23%
growth 17% · disc. 12.0% · term. 3.0%
A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.
Reverse DCFfor context, not a signal
A normal DCF guesses future cash flows and works out a price. A reverse DCF runs it backwards: it starts from today's price and asks how fast free cash flow would have to grow to justify it. It tells you what the market is assuming, not whether the stock is cheap or expensive, and it is not a buy or sell signal. Glossary
Today's price assumes free cash flow grows about 19% a year for 10 years.
Implied
+19%/yr
FCF, last 3 yrs
-62%/yr
FCF, last 5 yrs
-7%/yr
Revenue, last 3 yrs
+10%/yr
Revenue, last 5 yrs
+10%/yr
Same inputs as the DCF above: trailing free cash flow 0.3B, 13.0% discount rate, 2.5% growth after year 10, net debt and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2025; "n/a" means too little history or a negative starting year.
Edit assumptions · recalculates instantly
Your value per share–
Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-06-30). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 2.02 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.
Multiples vs sector
Forward EPS $2.77 vs trailing $0.23 (+1105% expected growth). Forward P/E uses analysts' next-12-month estimate.
Quality & financial health
Gross margin
72.9%
Operating margin
0.4%
FCF margin
9.2%
Net margin
2.0%
Return on equity
1.3%
Return on invested capital
0.2%
Net debt / EBITDA
2.3×
Current ratio
1.9×
Interest cover
0.7×
Cash conversion (OCF/NI)
7.1×
Piotroski F-score 6/9 · last two fiscal years
✓ Positive net income✓ Positive operating cash flow✓ Return on assets improved✓ Cash flow above net income✗ Long-term debt / assets fell✓ Current ratio improved✗ No share dilution✗ Gross margin improved✓ Asset turnover improved
Altman Z-score 4.6 (safe zone; above 3.0 = safe, below 1.8 = distress). Not meaningful for banks and insurers.
Analysts
Mean target
$42
+29%
Analysts
6
Hold
Range
$34–$62
low – high
● price · ◆ mean target
Annual history
| FY | Revenue | Net income | Free cash flow |
|---|---|---|---|
| 2025 | $2.6B | $23.0M | $235.0M |
| 2024 | $2.2B | $-112.0M | $285.0M |
| 2023 | $1.9B | $-158.0M | $219.0M |
| 2022 | $2.0B | $-101.0M | $4.4B |
| 2021 | $2.1B | $-528.0M | $-3.3B |
| 2020 | $1.6B | $-162.0M | $338.0M |
From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +9.7%.
Earnings
Next report: 2026-11-04 · during market · EPS est 0.60
EstimateActual (beat)Actual (miss)
| Report | EPS est | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | 0.45 | 0.52 | +14.8% |
| 2026-05-06 | 0.46 | 0.53 | +15.5% |
| 2026-02-10 | 0.41 | 0.39 | -5.6% |
| 2025-10-30 | 0.44 | 0.44 | -0.3% |
| 2025-08-06 | 0.43 | 0.40 | -6.9% |
| 2025-05-07 | 0.37 | 0.41 | +10.8% |
| 2025-02-11 | 0.28 | 0.27 | -4.3% |
| 2024-11-06 | 0.29 | 0.35 | +21.4% |
Quarterly revenue
| Quarter | Revenue | YoY |
|---|---|---|
| 2026-06-30 | $772.0M | +17.9% |
| 2026-03-31 | $708.0M | – |
| 2025-12-31 | $654.0M | – |
| 2025-09-30 | $676.0M | – |
| 2025-06-30 | $655.0M | – |
Analyst actions
Needham
2026-10-16 · reit
Hold → HoldMorgan Stanley
PT $35
2026-10-13 · main
Equal-Weight → Equal-WeightPT $35
JP Morgan
PT $62
2026-08-11 · main
Overweight → OverweightPT $62
Keefe, Bruyette & Woods
PT $34
2026-08-07 · main
Market Perform → Market PerformPT $34
Jefferies
PT $60
2026-07-14 · main
Buy → BuyPT $60
Keefe, Bruyette & Woods
PT $37
2026-07-13 · main
Market Perform → Market PerformPT $37
Insider trades
Blachford Erik C
$28.3K
Director · 2026-09-03
SELL$28.3K
Cormier Thielke Claire
$42.4K
Director · 2026-09-03
SELL$42.4K
Hofmann Jeremy
$193.5K
COO & CFO · 2026-08-17
SELL$193.5K
Wacksman Jeremy
$319.2K
Director, Chief Executive Officer · 2026-08-17
SELL$319.2K
Spaulding Dan
$112.1K
Chief People Officer · 2026-08-14
SELL$112.1K
Beitel David A.
$61.6K
Chief Technology Officer · 2026-08-13
SELL$61.6K
Rock Jennifer
$33.9K
Chief Accounting Officer · 2026-08-13
SELL$33.9K
Samuelson Errol G
$108.0K
Chief Industry Dev. Officer · 2026-08-13
SELL$108.0K
Spaulding Dan
$67.3K
Chief People Officer · 2026-08-13
SELL$67.3K
Hofmann Jeremy
$120.2K
COO & CFO · 2026-08-13
SELL$120.2K
Wacksman Jeremy
$198.1K
Director, Chief Executive Officer · 2026-08-13
SELL$198.1K
Cormier Thielke Claire
$39.3K
Director · 2026-08-11
SELL$39.3K
Stats refreshed 2026-10-20 17:52:22 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now
coteau
Coteau Systematic Strategies publishes stock research and model portfolios. It doesn't manage money or give investment advice. Results are hypothetical unless marked Live. Data: Yahoo Finance (delayed) and SEC EDGAR.