Zillow Group Inc - Ordinary Shares - Class C

Zillow Group Inc - Ordinary Shares - Class C

Z

Get informed when a big investor buys or sells

+ Follow
Market Cap$8.5B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Zillow Group Inc - Ordinary Shares - Class CZillow Group Inc - Ordinary Shares - Class C136.6-1%3.20.1

Earnings Call Q2 2025

August 6, 2025 - AI Summary

Strong Q2 Revenue Growth: Zillow Group reported a total revenue increase of 15% year-over-year (YOY) to $655 million, exceeding expectations. For Sale revenue grew by 9% YOY while Rentals revenue accelerated to 36% growth, with multifamily revenue up 56%. This indicates a solid performance across different segments despite a flat housing market.
Positive EBITDA Margin and Net Income: The company achieved an EBITDA of $155 million, with an EBITDA margin of 24%. This marks the second consecutive quarter of positive GAAP net income. The robust margin reflects effective cost management as total fixed costs only grew 3% YOY, which is a positive sign for profitability.
Improved Outlook for 2025: Zillow expects mid-teens revenue growth and continued margin expansion for the full year 2025, revising earlier guidance upward. This is aided by strong traction in Rentals and the Enhanced Market strategy, which aims to increase connections with high-intent movers, boosting revenue potential.

Exclusive for Stockcircle Pro members

Sign upSign Up
$67.75

Target Price by Analysts

90.8% upsideZillow Group Target Price DetailsTarget Price
$5.08

Current Fair Value

85.7% downside

Overvalued by 85.7% based on the discounted cash flow analysis.

Share Statistics

Market cap$8.50 Billion
Enterprise Value$8.32 Billion
Dividend Yield$- (-)
Earnings per Share$0.1
Beta2.04
Outstanding Shares235,682,000

Return

Return on Equity1.38%ROE
Return on Assets1.17%
Return on Invested Capital5.33%

Valuation & Multiples

P/E Ratio136.62P/E Ratio
PEG28.76PEG
Price to Sales3.23Price to Sales
Price to Book Ratio1.97Price to Book Ratio
Enterprise Value to Revenue3.09
Enterprise Value to EBIT34.67
Enterprise Value to Net Income136
Total Debt to Enterprise0.06
Debt to Equity0.11Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 6, 2026
EPS Estimate
$0.43
Average shareholder expectation
Revenue Estimate
$705.10 M
Average shareholder expectation

Next Earnings Call

Expected Date
August 5, 2026
EPS Estimate
$0.44
Average shareholder expectation
Revenue Estimate
$757.73 M
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.3903 24.71%
Total Calls5,371,300 28.70%
Total Puts2,096,671 56.34%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %72.94% 2.08%
Total Invested$7.31B 41.07%
Investors Holding525 54.00%

ESG Score

No data

About Zillow Group Inc

CEO: Rich Barton

Zillow Group, Inc., or simply Zillow, is an American online real estate database company that was founded in 2006, and was created by Rich Barton and Lloyd Frink, former Microsoft executives and founders of Microsoft spin-off Expedia, Sp...

Relevant Senate Committees

Joint Committee on Taxation

This committee provides critical analysis and revenue estimates for all tax legislation, directly influencing corporate tax structures and the overall tax burden on industries. Its work directly informs decisions that would materially affect Zillow's financial performance.

Finance

This is the most powerful economic committee, controlling taxation and trade. Its decisions on corporate tax policy, capital gains, or property-related tax deductions would have a direct and material impact on Zillow's profitability, financial structure, and overall market valuation.

Judiciary

This committee's oversight of antitrust laws and intellectual property directly impacts a large tech company like Zillow. Potential investigations into monopolistic practices, mergers and acquisitions, or intellectual property disputes could have significant material effects on Zillow's business and stock.

Banking, Housing, and Urban Affairs

This committee directly regulates the financial system, housing markets (including HUD), and financial market stability, all of which are crucial to Zillow's business. Legislative or regulatory changes impacting mortgages, housing policy, or real estate finance would directly and materially affect Zillow's operations and stock valuation.

Commerce, Science, and Transportation

This committee has direct oversight over interstate commerce, the FTC (which regulates consumer protection and antitrust issues relevant to online platforms like Zillow), and privacy regulations. Decisions here, especially concerning data usage, competition, or internet infrastructure, would directly impact Zillow's operations and business model.