Z

Zillow Group Inc

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79.650

-1.27(-1.569%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

81.560

Open

80.795

VWAP

80.43

Vol

471.77K

Mkt Cap

19.60B

Low

79.510

Amount

37.94M

EV/EBITDA(TTM)

121.61

Total Shares

236.19M

18.48B

EV/OCF(TTM)

38.19

P/S(TTM)

8.27

Zillow Group, Inc. helps people find and get the home they want by connecting them with digital solutions, dedicated partners and agents, and buying, selling, financing, and renting experiences. The Company’s affiliates, subsidiaries, and brands include Zillow, Zillow Premier Agent, Zillow Home Loans, Zillow Rentals, Trulia, Out East, StreetEasy, HotPads, ShowingTime+, Spruce, and Follow Up Boss. It helps renters, buyers, sellers, and real estate professionals across all their residential real estate needs through its housing super app, which serves as an ecosystem of connected solutions for the tasks and services related to moving. It provides integrated transaction experience for movers through Zillow, its network of partners, its affiliated brands, and through a comprehensive suite of marketing software and technology solutions for the real estate industry, including ShowingTime+, Follow Up Boss and Spruce. It offers multifamily property managers a variety of advertising products.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2026Q1

FY2025Q4

FY2025Q3

681.61M

+13.98%

0.490

+19.51%

644.41M

+16.32%

0.395

+46.44%

669.76M

+15.28%

0.440

+25.64%

Estimates Revision

The market is revising Upward the revenue expectations for Zillow Group, Inc. (Z) for FY2025, with the revenue forecasts being adjusted by 0.46% over the past three months. During the same period, the stock price has changed by 11.85%.

Revenue Estimates for FY2025

Revise Upward

+0.46%

In Past 3 Month

EPS Estimates for FY2025

Revise Downward

-1.15%

In Past 3 Month

Stock Price

Go Up

+11.85%

In Past 3 Month

10 Analyst Rating

1.87% Upside

Wall Street analysts forecast Z stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for Z is 81.14 USD with a low forecast of 74.00 USD and a high forecast of 100.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

3 Buy

7 Hold

0 Sell

Moderate Buy

1.87% Upside

Current: 79.650

Low

74.00

Averages

81.14

High

100.00

1.87% Upside

Current: 79.650

Low

74.00

Averages

81.14

High

100.00

KeyBanc

Overweight

maintain

$90 -> $92

2025-08-07

New

Reason

KeyBanc

Price Target

$90 -> $92

2025-08-07

New

maintain

Overweight

Reason

KeyBanc raised the firm's price target on Zillow Group to $92 from $90 and keeps an Overweight rating on the shares. The firm notes Zillow's Q2 results were ahead of its/Street's expectations as Residential revenue returned to growth above the broader real estate market. While mix dynamics may have played a role, KeyBanc believes the primary driver of outperformance was continued momentum within enhanced markets and ongoing adoption of Zillow's software tools.

Keefe Bruyette

Ryan Tomasello

Market Perform

downgrade

$76 -> $74

2025-05-08

Reason

Keefe Bruyette

Ryan Tomasello

Price Target

$76 -> $74

2025-05-08

downgrade

Market Perform

Reason

Keefe Bruyette analyst Ryan Tomasello lowered the firm's price target on Zillow to $74 from $76 and keeps a Market Perform rating on the shares. Zillow's updates around enhanced markets were positive, but management's commentary came off as more subdued than in prior quarters, the analyst tells investors in a research note.

JPMorgan

Overweight

downgrade

$93 -> $79

2025-05-08

Reason

JPMorgan

Price Target

$93 -> $79

2025-05-08

downgrade

Overweight

Reason

JPMorgan lowered the firm's price target on Zillow to $79 from $93 and keeps an Overweight rating on the shares. The shares traded down post the Q1 report on less upside to revenue than anticipated, the analyst tells investors in a research note. However, the firm says Zillow will grow its revenue by mid-teens in 2025 against the housing market "bouncing along the bottom" and drive margin expansion while investing in growth opportunities. Zillow remains its favorite online real estate name.

Piper Sandler

Overweight

maintain

$80 -> $82

2025-05-08

Reason

Piper Sandler

Price Target

$80 -> $82

2025-05-08

maintain

Overweight

Reason

Piper Sandler raised the firm's price target on Zillow Group to $82 from $80 and keeps an Overweight rating on the shares. The firm notes Q1 results met expectations with Q1 revenues 2% ahead of forecast and EBITDA +8%. The housing market remains subdued, but Zillow is executing on its product initiatives, cutting debt, buying back stock and should be GAAP net income profitable by year-end, Piper adds. Rentals is a bright spot and normalized housing still looms on the horizon.

Benchmark

Buy

downgrade

$110 -> $95

2025-05-08

Reason

Benchmark

Price Target

$110 -> $95

2025-05-08

downgrade

Buy

Reason

Benchmark lowered the firm's price target on Zillow Group to $95 from $110 and keeps a Buy rating on the shares. Shares looked bid down about 5% after-hours following a "strong" Q1 report, but "light" Q2 guidance, says the analyst, who adds that "the real debate will likely be less about the 2Q outlook" and more about the reiterated full-year guidance. The firm adds that it thinks "today's snapshot tells a very different picture from the narrative 12 months from now, with a strong buyback helping keep a floor until growth really reaccelerates and margins explode upwards."

Wedbush

Outperform

NULL

downgrade

$100 -> $90

2025-05-08

Reason

Wedbush

Price Target

$100 -> $90

2025-05-08

downgrade

Outperform

NULL

Reason

Wedbush lowered the firm's price target on Zillow to $90 from $100 and keeps an Outperform rating on the shares. The firm says that as it expected, Q1 AEBITDA and sales exceeded the Refinitiv consensus estimates. Zillow reiterated the FY25 guidance but offered up Q2 guidance that was below Wedbush's forecast and consensus. The firm believes a portion of this miss is related to $25M in lead costs related to the Redfin (RDFN) apartment deal that went live earlier this month. The firm also anticipates the mortgage rate volatility in April may have played a role as Zillow had little positive to say about current real estate conditions.

See All Ratings

Valuation Metrics

The current forward P/E ratio for Zillow Group Inc (Z.O) is 41.35, compared to its 5-year average forward P/E of 172.68. For a more detailed relative valuation and DCF analysis to assess Zillow Group Inc 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

N/A

5Y Average PE

172.68

Current PE

41.35

Overvalued PE

962.71

Undervalued PE

-617.34

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

N/A

5Y Average EV/EBITDA

-79.45

Current EV/EBITDA

26.53

Overvalued EV/EBITDA

437.06

Undervalued EV/EBITDA

-595.96

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Overvalued

5Y Average PS

5.00

Current PS

7.07

Overvalued PS

6.47

Undervalued PS

3.53