Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$7.5B
225M shares
52-week range
$29.23 – $93.88
5% from low
Sector
SERVICES-BUSINESS SERVICES, NEC
Exchange
NASDAQ
CS
P/S (TTM)
2.6
EV / FCF (TTM)
29.6
Zillow Group Inc is a real estate technology company offering a digital platform that connects real estate customers with sellers, agents, loan officers, and other real estate-related professionals. With its tools and resources, Zillow helps real estate professionals grow their businesses, and for renters and housing providers, it offers a marketplace along with a set of end-to-end products and services to streamline applications, leases, payments, and more. The group operates various brands such as Zillow, Zillow Home Loans, Zillow Rentals, Zillow New Construction, Trulia, StreetEasy, Out East, HotPads, Follow Up Boss, ShowingTime, dotloop, and Zillow Closing. Its ecosystem spans the entire home journey from shopping to renting, buying, selling, and financing real estate.
www.zillowgroup.comNo one on the platform currently holds Z.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2025-12-31 | 222,819 | $15.2M |
| Renaissance Technologiesas of 2025-06-30 | 15,914 | $1.1M |
No one on the platform has traded Z yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | -0.6% | — | — | — | ||
| Rev. Growth % | 15.5% | 9.7% | ||||
| Profit Margin % | 0.9% | -8.4% | -10.7% | |||
| Free Cash Flow Margin % | 9.1% | 20.1% | 9.8% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +13.9% on the P/E track.
At today's price, your expected annual return is +19.7% on the P/E track.
At today's price, your expected annual return is +24.7% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $2.9B | +14.4% | $2.24 | $1.98–$2.42 | 14.5× | 5 |
| 2027 | $3.3B | +11.7% | $2.89 | $2.58–$3.20 | 11.3× | 5 |
| 2028 | $3.7B | +11.2% | $3.72 | $3.63–$3.81 | 8.8× | 2 |
| 2029 | $4.1B | +12.8% | $4.67 | $4.56–$4.80 | 7.0× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $0.45 | $0.52 | +16.6% |
| 2026-05-06 | $0.43 | $0.53 | +23.3% |
| 2026-02-10 | $0.42 | $0.39 | -7.1% |
| 2025-10-30 | $0.43 | $0.44 | +2.8% |
| 2025-08-06 | $0.42 | $0.40 | -5.6% |
| 2025-05-07 | $0.37 | $0.41 | +10.9% |
| 2025-02-11 | $0.26 | $0.27 | +3.8% |
| 2024-11-06 | $0.29 |
| $0.35 |
| +22.5% |
| $19.4B |
| — |
| ROKURoku, Inc. | $156.62 | -0.53% | $23.2B | — |
| SNAPSnap Inc. | $5.84 | +0.00% | $9.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$OPEN -48.89% since my post back n March. ⬇️ Hope is not a strategy. Just because it's lower doesn't mean it's "cheap". Genuinely asking the bulls, not being sarcastic. Still GAAP-unprofitable, margins guided down next quarter, your ceo posting negative sentiments and verbiage, and this is the 3rd rebrand of the "get agents to bring us a deal" idea in under 2 years with no published adoption numbers. Even $Z shut this exact/similar model down in 2021. So what's the actual thesis here? How does OPEN get this to work and how does it become an $82 stock? Did drake ever invest? I still see this under 2 bucks before EOY.
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$Z Hmmm. Obama had near zero rates for his entire 2 terms and they only raised rates AFTER Trump had won the election. It was the longest sugar high in US history by a large margin. The FED raised rates on Trump1 multiple times while CPI inflation was UNDER the FED target of 2% including before an election which used to be off limits. The FED refused to hike rates on Biden until mid-2022 and CPI had already passed 8% while repeating the Biden admin's "transitory" term which obviously was not true. The FED cut rates 3X for the Biden admin at the 2024 elections including a jumbo 50 basis points in SEP to juice the economy and markets for the incumbents. Notably, core CPI was 2.4% in that SEP 2024 jumbo cut EXACTLY where it is today. Should the FED raise this week, it confirms the evidence that they are an arm of the Democrat party.
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$OPEN $RKT $SPY $XLRE $Z An entire generation of young people are getting fucked 🤦♂️
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$Z Higher rates, Low inventory. Lower rates locked in for current home owners, high home prices... top 20% are living large... the rest are protesting for socialism.
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The average rate on the popular 30-year fixed mortgage crossed over 7% on Thursday for the first time since May 2025, hitting 7.07%, according to Mortgage News Daily. That is an increase of 10 basis points from Wednesday. A basis point equals 0.01%. Mortgage rates loosely follow the yield on the U.S. 10-year Treasury. It rose again Thursday as oil prices surged higher. That overshadowed a wholesale inflation reading that showed prices rose 0.4% in August, which was in line with Dow Jones consensus estimates. “It’s been a rough couple of days for the bond market,” said Matthew Graham, chief operating officer at Mortgage News Daily. “Yesterday, it was [Treasury Secretary] Bessent and the reaction to the Treasury buyback announcement. Today it is an overnight surge in oil prices and a lackluster reaction to the Producer Price Index (PPI).” $Z $ZG
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.