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Company Analysis

Zillow Group, Inc. Z

A comprehensive view of key metrics, scores, and financial health for Zillow Group, Inc.

Overview of Zillow Group, Inc.

Z NMS
Communication Services Internet Content & Information Large Cap
Zillow Group, Inc. (Z), is a Large Cap company, in the Internet Content & Information industry, last closed at $42.90, about 42.0% overvalued vs fair value, -39.5% 1Y return, placing in the top 25% of its sector.
$42.90
4.00%
As of March 13, 2026
Previous close • Vol 90d: 52.3%
52-Week Range
Market Cap
$11.11B
Enterprise Value
$10.88B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.zillowgroup.com
HQ Seattle, WA
Employees 7,068
Fiscal year Dec 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$22
$25
$28
Current: $42.90 -42% vs base

Engine Room Money Flow™

Large Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$2.6B
15.5%%
Gross Profit
$1.9B
12.1%%
Operating Income
$-32.0M
83.2%%
Net Income
$23.0M
120.5%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
11.2x
Excellent

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$1.9B
733.9% of FCF

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
5
Active Leaks
2/5
Improving
1
High Impact
4
Critical
Locked Leak
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Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Zillow Group, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
62
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
60
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 93% Coverage
Trade-Off Triangle Visualization A ternary plot showing Z's balance between Growth (34.1%), Profitability (34.4%), and Safety (31.5%). Growth 34% Safety 31% Profitability 34%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

60th percentile vs peers
60
Key Signals
Rev Growth YoY 15.5% 71p Revenue CAGR 3Y 9.7% 55p EPS Growth YoY 29.3% 43p
Strengths
  • Current Ratio in top 20% of peers (3.13, 80th percentile)
  • Growth above peer median with strong metric coverage (80%)
  • Strong liquidity position vs peers
Risks

No significant risks identified for this axis.

Profitability

60th percentile vs peers
61
Key Signals
Strengths
Risks
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Safety

55th percentile vs peers
55
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Zillow Group, Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$24.88
- - -
-42.0% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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