Zillow Group Inc - Ordinary Shares - Class A
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+ FollowMarket Cap$7.17B
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Earnings Call Q2 2025
August 6, 2025 - AI Summary
Strong Revenue Growth: Zillow Group reported a 15% year-over-year revenue increase in Q2, reaching $655 million, exceeding expectations. The For Sale revenue rose 9% while Rentals revenue accelerated to 36%. Moreover, the company anticipates mid-teens revenue growth for the full year 2025, reflecting a positive outlook on growth trends.
Positive Net Income: Zillow achieved its second consecutive quarter of positive GAAP net income, supported by effective cost management that allowed for a 24% EBITDA margin, highlighting the firm's ability to control expenses while growing revenue.
Enhanced Market Strategy: The Enhanced Markets initiative is successfully connecting high-intent movers with real estate professionals, now accounting for 27% of connections, with a goal to reach 75%. This strategy, along with innovations like BuyAbility and Offer Insights, is enhancing the consumer experience and driving sales for agents.
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$5.49
84.1% downside
Current Fair Value
84.1% downsideOvervalued by 84.1% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $7.17 Billion |
|---|---|
| Enterprise Value | $7.22 Billion |
| Earnings per Share | $0.1 |
| Beta | 2.02 |
| 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 | 136.46 |
|---|---|
| PEG | -45.49 |
| Price to Sales | 2.87 |
| Price to Book Ratio | 1.91 |
| Enterprise Value to Revenue | 2.57 |
| Enterprise Value to EBIT | 30.6 |
| Enterprise Value to Net Income | 131 |
| Total Debt to Enterprise | 0.09 |
| Debt to Equity | 0.14 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 4, 2026
EPS Estimate
$0.60
Consensus analyst estimateRevenue Estimate
$753.66 M
Consensus analyst estimateNext Earnings Call
Expected Date
February 9, 2027
EPS Estimate
$0.60
Consensus analyst estimateRevenue Estimate
$709.52 M
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 286.84% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 0.30%▼ 17.43% |
|---|---|
| Total Invested | $18.69M▼ 98.57% |
| Investors Holding | 59▼ 215.00% |
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...