Zillow Group Inc - Ordinary Shares - Class A
ZG
Market Cap$16.34B
Close$
Earnings Call Q4 2024
February 11, 2025 - AI Summary
Strong Financial Performance: Zillow Group reported Q4 2024 revenue of $554 million, up 17% year-over-year (YOY) and exceeding guidance. Full-year revenue grew 15% to $2.2 billion, outpacing the broader residential real estate market, which grew only 6%. This strong performance was driven by 15% growth in their For Sale category and a significant 25% increase in Rentals revenue.
Enhanced Market Strategy: The company is increasing its focus on Enhanced Markets, aiming to grow connections from 21% at the end of 2024 to 35% by the end of 2025 and ultimately to 75%. This strategy integrates their various services better, aiming to improve user experience and conversion rates, especially targeting high intent buyers and sellers.
Profitability Outlook: Zillow expects to achieve positive GAAP net income in 2025 for the first time and projects EBITDA margins to expand further. This expectation is based on disciplined cost management, with fixed costs remaining stable while revenue growth is pursued.
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$20.04
70% downside
Current Fair Value
70% downsideOvervalued by 70% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $16.34 Billion |
|---|---|
| Enterprise Value | $15.98 Billion |
| Dividend Yield | $0 (0%) |
| Earnings per Share | $-0.48 |
| Beta | 2.22 |
| Outstanding Shares | 236,329,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | -143.34 |
|---|---|
| PEG | 498.27 |
| Price to Sales | 7.42 |
| Price to Book Ratio | 3.34 |
| Enterprise Value to Revenue | 7.15 |
| Enterprise Value to EBIT | -79.91 |
| Enterprise Value to Net Income | -143 |
| Total Debt to Enterprise | 0.05 |
| Debt to Equity | 0.15 |
Revenue Sources
No data
Insider Trades
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...