Zillow Group Inc - Ordinary Shares - Class C
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+ FollowMarket Cap$8.16B
Close$
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.
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$5.16
84.7% downside
Current Fair Value
84.7% downsideOvervalued by 84.7% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $8.16 Billion |
|---|---|
| Enterprise Value | $8.21 Billion |
| Dividend Yield | $- (-) |
| Earnings per Share | $0.1 |
| Beta | 1.95 |
| Outstanding Shares | 227,896,000 |
Return
| Return on Equity | 1.28% |
|---|---|
| Return on Assets | 1.04% |
| Return on Invested Capital | 5.36% |
Valuation & Multiples
| P/E Ratio | 145.27 |
|---|---|
| PEG | -48.42 |
| Price to Sales | 2.81 |
| Price to Book Ratio | 1.88 |
| Enterprise Value to Revenue | 2.92 |
| Enterprise Value to EBIT | 34.78 |
| Enterprise Value to Net Income | 149 |
| Total Debt to Enterprise | 0.08 |
| Debt to Equity | 0.14 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
August 5, 2026
EPS Estimate
$0.45
Average shareholder expectationRevenue Estimate
$758.10 M
Average shareholder expectationNext Earnings Call
Expected Date
October 29, 2026
EPS Estimate
$0.64
Average shareholder expectationRevenue Estimate
$758.20 M
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 0.2918▼ 9.86% |
|---|---|
| Total Calls | 198,800▼ 96.30% |
| Total Puts | 58,000▼ 97.23% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 12.87%▼ 62.06% |
|---|---|
| Total Invested | $956.23M▼ 86.91% |
| Investors Holding | 180▼ 350.00% |
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...