Zillow Group Crecimiento futuro
Future controles de criterios 3/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Zillow Group de 41.2% y 10.8% por año respectivamente. Se prevé que el BPA crezca en un 41.8% al año. Se espera que la rentabilidad financiera sea de 13.1% en 3 años.
Información clave
41.2%
Tasa de crecimiento de los beneficios
41.67%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Real Estate | 25.6% |
| Tasa de crecimiento de los ingresos | 10.8% |
| Rentabilidad financiera futura | 12.65% |
| Cobertura de analistas | Good |
| Última actualización | 11 Aug 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Seeking Alpha • 40m
Zillow: The Market Is Mistaking A Revenue Delay For A Growth Problem
Summary Zillow Group delivered strong Q2 results, with 18% revenue growth and 30% adjusted EPS growth, outperforming a weak housing market. Z's transition to the Preferred model delays revenue recognition but increases revenue per connection, temporarily obscuring underlying business progress. Rentals and Mortgages segments are accelerating, with Rentals up 31% and Mortgages up 75%, supporting a broader monetization strategy. Despite soft near-term guidance and GAAP/FCF caveats, Z trades at 15x forward earnings and is rated Buy due to transition-driven upside. Read the full article on Seeking Alpha
Actualización de narrativa • Aug 04
ZG: Portal Scale Will Confront Google And Legal Pressures Over Time
Zillow Group's analyst fair value estimate has been revised from $40.00 to $34.00 as analysts balance higher modeled revenue growth and slightly stronger profit margins with lower future P/E assumptions, as well as ongoing concerns around Google related competition, legal expenses, and portal rivalry, despite some easing of legal overhangs. Analyst Commentary Recent Street research on Zillow Group shows a split view.
Actualización de narrativa • Jul 21
ZG: Direct Traffic Strength And New Tools Will Support Portal Leadership
Analysts have trimmed their price expectations for Zillow Group, with the fair value estimate moving from about $105.00 to roughly $95.67 as they factor in a lower assumed future P/E, slightly softer revenue growth assumptions, and ongoing competitive and regulatory pressures highlighted in recent research notes. Analyst Commentary Recent research on Zillow Group reflects a mixed backdrop, but there are clear pockets of optimism that focus on traffic quality, product depth, and the company’s role in the broader real estate portal space.Actualización de narrativa • Jul 06
ZG: Portal Scale Will Counter Rising Google Competition Over Time
Analysts have reduced the Zillow Group fair value estimate from $66.00 to $40.00, citing increased competitive pressure from Google's expanding real estate ad products and evolving portal competition. They continue to highlight Zillow's traffic scale, integrated tools, and user engagement as key supports for the long-term portal thesis.
Actualización de narrativa • Jun 22
ZG: Direct Traffic Strength Will Offset Growing Search And Portal Threats
Zillow Group's analyst-derived fair value estimate has been trimmed by about $2 to $62.86, as analysts factor in higher perceived risk from Google's expanding real estate ad products and tougher portal competition, while still acknowledging Zillow's traffic advantages and established tools for agents and consumers. Analyst Commentary Recent research on Zillow Group highlights a split view, with some bullish analysts emphasizing the company’s traffic strength and product depth, while more cautious voices point to Google’s expanding real estate ad products and rising competitive pressure as key risks for valuation and execution.Artículo de análisis • Jun 20
Zillow Group (ZG) Stock Could Be 50% Undervalued As Lawsuits Test Valuation
Multiple class action lawsuits accusing Zillow Group (ZG) of misrepresenting its agreement with Redfin, and the related antitrust scrutiny, have pushed legal risk and disclosure practices to the forefront for existing and prospective shareholders. See our latest analysis for Zillow Group. At a share price of US$32.49, Zillow Group has experienced short term share price pressure, with the 30 day share price return down 12.78% and the 90 day share price return down 25.36%, while the 1 year...Actualización de narrativa • Jun 07
ZG: AI Data Flywheel Will Counter Google Listing And Access Threats
Analysts have significantly reduced Zillow Group's average price target, with cuts ranging from about $4 to $15 per share. They cite rising competitive pressure from Google tests in for sale home listings and concerns that changes to listing access could weaken Zillow's traditional lead generation model.Actualización de narrativa • May 21
ZG: AI And Listing Rule Changes Will Support Long Term Moat
Analysts have trimmed their price targets on Zillow Group, with the updated fair value estimate moving from about $73.48 to $64.78 as they factor in slightly softer revenue growth assumptions, a lower future P/E of about 30x versus 44x, a modestly lower discount rate, and incremental competitive and AI related risks highlighted in recent research. Analyst Commentary Recent Street research on Zillow Group clusters around two themes: how competitive and AI related risks might affect execution, and whether the current valuation already reflects those pressures.Artículo de análisis • May 13
Solid Earnings Reflect Zillow Group's (NASDAQ:ZG) Strength As A Business
Investors were underwhelmed by the solid earnings posted by Zillow Group, Inc. ( NASDAQ:ZG ) recently. Our analysis...Actualización de narrativa • Apr 27
ZG: AI Integration And Listing Rule Changes Will Support Long Term Moat
Analysts have trimmed their price target on Zillow Group by about $0.35 to roughly $73.48, reflecting slightly higher perceived risk, modest tweaks to growth and margin assumptions, and a still elevated future P/E near 44x amid mixed research calls that balance recent target cuts with views that the recent selloff and upcoming AI summit could highlight the resilience of Zillow's business model. Analyst Commentary Recent research calls around Zillow Group cluster around two themes: how much risk to assign to competitive and regulatory changes, and what investors should pay for the company given those risks and the current P/E level.Actualización de narrativa • Apr 12
ZG: AI Execution And Listing Rule Shift Will Support Long Term Moat
Analysts have reduced Zillow Group's average price target by a double-digit dollar amount, reflecting concerns about AI disruption, litigation, regulatory scrutiny, and changes in listing distribution models, even as some view the recent selloff and competitive developments as creating an opportunity. Analyst Commentary Recent research shows a split view on Zillow Group, with several firms cutting price targets while a few upgrades and positive comments highlight areas where some see upside potential.Actualización de narrativa • Mar 29
ZG: AI And Listing Rule Easing Will Support Long Term Moat
Analysts trimmed their fair value estimate for Zillow Group by just under $1 to $73.83, reflecting slightly higher perceived risk and a modestly lower future P/E multiple, even as their assumptions for revenue growth and profit margins edged up. Analyst Commentary Recent Street research on Zillow Group reflects an active debate around the stock, with many analysts recalibrating price targets and ratings in light of legal, competitive, and technology questions.Actualización de narrativa • Mar 13
ZG: AI Adoption Will Offset Listing Rule Uncertainty Over Time
Zillow Group's updated analyst price targets have generally moved lower, with several firms trimming their views by $1 to $30 as analysts factor in higher uncertainty around listing distribution, ongoing litigation, competitive pressures, and the outlook for key products like Flex. Analyst Commentary Recent Street research on Zillow Group reflects a split view, with some firms trimming price targets and others upgrading ratings or initiating with positive stances.Actualización de narrativa • Feb 26
ZG: AI And Listing Rules Will Shape Future Upside Potential
Our updated fair value estimate for Zillow Group has been reduced by about $11 to $74.78 per share. This reflects a wave of recent target cuts from multiple firms as analysts factor in slightly softer revenue growth assumptions, a lower future P/E multiple, and ongoing questions around listings market structure and litigation, even as margin expectations in our model move modestly higher.Actualización de narrativa • Feb 11
ZG: Listing Structure Rules And Legal Outcomes Will Shape Future Upside
Analysts have trimmed their average price targets on Zillow Group by a few dollars per share, reflecting updated views on discount rates, long term growth assumptions, and P/E multiples after a series of target cuts and one upgrade across major firms. Analyst Commentary Recent research on Zillow Group has centered on how ongoing litigation, changes in the real estate listings market, and competitive pressures could affect the company’s execution and valuation, with price targets adjusted accordingly.Actualización de narrativa • Jan 28
ZG: Listing Structure Risks Will Shape Future Upside Potential
Analysts have made a modest trim to their average price target on Zillow Group, with small adjustments to fair value, discount rate, growth and margin inputs, alongside a higher assumed future P/E reflecting fresh views on competition, regulatory risk and listing market structure. Analyst Commentary Street research on Zillow Group over the past few months has centered on how changing listing structures, legal overhangs and competition could affect the company’s ability to grow into its current valuation.Nueva narrativa • Jan 26
Integrated Transaction And Rentals Expansion Will Shape A Balanced Long Term Outlook
Catalysts About Zillow Group Zillow Group operates digital real estate marketplaces and related software and services that connect home buyers, sellers, renters, agents and lenders across the housing journey. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Jan 10
ZG: Legal And Listing Structure Risks Will Shape Future Upside
Narrative Update on Zillow Group Analysts have trimmed their fair value estimate for Zillow Group from about US$88.46 to US$86.65, reflecting lower price targets, a higher discount rate of 8.73% and a reduced future P/E of roughly 58x as they weigh legal uncertainties, listing market structure questions, and updated growth and margin assumptions. Analyst Commentary Recent research on Zillow Group highlights a mix of optimism around the long term product and monetization plans, set against concerns around legal risk, listing market structure, and the resilience of key programs like Flex.Actualización de narrativa • Sep 18
Digital Transformation And AI Will Expand Real Estate Markets
Zillow Group’s analyst price target has increased to $88.46, reflecting confidence in sustained mid-teens revenue growth, robust expansion in Rentals and Showcase, strong EBITDA compounding, and anticipated benefits from a lower rate environment. Analyst Commentary Execution of mid-teens revenue growth, with Rentals and Showcase segments emerging as primary growth drivers.Actualización de narrativa • Aug 08
Digital Transformation And AI Will Expand Real Estate Markets
Zillow Group’s fair value estimate has seen only a marginal increase, with key metrics such as net profit margin and future P/E remaining essentially flat, resulting in the consensus analyst price target rising slightly from $85.57 to $86.52. What's in the News Compass has filed an antitrust lawsuit against Zillow in the Southern District of New York, alleging that Zillow uses exclusionary policies and conspires with competitors to stifle innovation, maintain its market dominance, and block competitors like Compass from implementing new pre-marketing strategies.
Nueva narrativa • May 02
Enhanced Markets, Home Loans, And Redfin Will Strengthen Future Position
Expansion of the Enhanced Markets strategy and mortgage revenue growth position Zillow for increased customer transactions and earnings acceleration.Seeking Alpha • Mar 11
Zillow Group: Market-Leading Position Is A Double-Edged Sword
Summary Zillow Group experienced significant volatility, entering and exiting the iBuying market between 2019 and 2021, resulting in substantial write-downs. The company now focuses on a simpler business model, similar to Booking.com, acting as a comparison tool that offers other services that make them money. Zillow benefits from their industry-leading monthly active users as they offer ad features to real estate agents, as well as offering home loans. Their market leading position could serve them well if they can hold on to it, but also leaves them vulnerable since they compete in a low moat business. Read the full article on Seeking AlphaSeeking Alpha • Dec 19
Zillow: Impressive Internal Growth, But Its Stock Is Trading Rich
Summary Zillow Group, Inc. has experienced a 40% year-over-year gain, driven by its growing market presence and systematic support from the stock market. The stock's strong performance in 2024 prompts questions about its prospects for 2025, leading us to initiate coverage and analyze its interim outlook. Fundamental analysis reveals operational strengths and solid financials, while valuation metrics indicate potential for continued growth. Our final word suggests cautious optimism for Zillow in 2025, considering market conditions and the company's strategic positioning. Read the full article on Seeking AlphaSeeking Alpha • Dec 13
Zillow Group: Meeting Long-Term EBITDA Target Is Doable
Summary I reiterate a buy rating for Zillow Group, confident it will achieve its FY29 EBITDA target amid an improving macro environment. ZG is capturing market share through better conversion rates, positioning it well for future demand growth as housing affordability and inventory improve. Zillow's internal initiatives, like enhanced markets, are gaining traction, and the strong rental business offsets current demand weakness. Read the full article on Seeking AlphaSeeking Alpha • Aug 18
Zillow Group: Growth To Improve Against An Improving Macro Backdrop
Summary Zillow Group stock remains buy-rated with a brighter growth outlook due to improving macro backdrop and solid execution in enhanced markets and top-of-funnel awareness. 2Q24 results exceeded expectations with revenue of $572 million and total adj EBITDA of $134 million, driven by strong performance in the residential, mortgage, and rental segments. ZG's growth catalysts of penetrating enhanced markets and expanding rentals continue to play out well, with solid revenue growth and market leadership position. Read the full article on Seeking AlphaSeeking Alpha • Aug 05
Zillow: A Great Website (That Needs To Be Monetized)
Summary Zillow Group operates a very popular website with hundreds of millions of visitors monthly. The company has a net cash position of $1.2 billion and has been reducing its outstanding shares with its share buyback program. However, while Q1 results show that revenue grew 13% yoy, the company continues to operate at a GAAP-based net loss (-$0.10/share in Q1). Zillow is due to report its Q2 results on Wednesday, August 7th. Investors should watch for increased GAAP-based profitability metrics, and commentary on the "Super Housing App". Read the full article on Seeking AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 3,691 | 467 | 716 | 924 | 16 |
| 12/31/2027 | 3,301 | 315 | 637 | 768 | 29 |
| 12/31/2026 | 2,949 | 133 | 482 | 572 | 28 |
| 6/30/2026 | 2,810 | 55 | 220 | 388 | N/A |
| 3/31/2026 | 2,693 | 61 | 297 | 464 | N/A |
| 12/31/2025 | 2,583 | 23 | 101 | 368 | N/A |
| 9/30/2025 | 2,483 | -32 | 149 | 418 | N/A |
| 6/30/2025 | 2,388 | -62 | 215 | 484 | N/A |
| 3/31/2025 | 2,305 | -81 | 183 | 452 | N/A |
| 12/31/2024 | 2,236 | -112 | 257 | 428 | N/A |
| 9/30/2024 | 2,156 | -133 | 222 | 392 | N/A |
| 6/30/2024 | 2,071 | -141 | 125 | 296 | N/A |
| 3/31/2024 | 2,005 | -159 | 170 | 341 | N/A |
| 12/31/2023 | 1,945 | -158 | 189 | 354 | N/A |
| 9/30/2023 | 1,906 | -157 | 191 | 352 | N/A |
| 6/30/2023 | 1,893 | -180 | 289 | 442 | N/A |
| 3/31/2023 | 1,891 | -135 | 1,063 | 1,205 | N/A |
| 12/31/2022 | 1,958 | -88 | 4,364 | 4,504 | N/A |
| 9/30/2022 | 2,058 | -10 | 4,065 | 4,205 | N/A |
| 6/30/2022 | 2,125 | 59 | 1,095 | 1,236 | N/A |
| 3/31/2022 | 1,450 | 75 | -153 | -26 | N/A |
| 12/31/2021 | 2,132 | 102 | -3,282 | -3,177 | N/A |
| 9/30/2021 | 2,386 | 142 | -3,376 | -3,288 | N/A |
| 6/30/2021 | 2,493 | 164 | -504 | -426 | N/A |
| 3/31/2021 | 3,432 | 53 | 276 | 363 | N/A |
| 12/31/2020 | 1,624 | 5 | 314 | 423 | N/A |
| 9/30/2020 | 3,495 | -309 | 692 | 808 | N/A |
| 6/30/2020 | 3,583 | -414 | 340 | 454 | N/A |
| 3/31/2020 | 3,415 | -401 | N/A | -165 | N/A |
| 12/31/2019 | 2,743 | -305 | N/A | -612 | N/A |
| 9/30/2019 | 2,164 | -302 | N/A | -769 | N/A |
| 6/30/2019 | 1,762 | -238 | N/A | -443 | N/A |
| 3/31/2019 | 1,488 | -169 | N/A | -166 | N/A |
| 12/31/2018 | 1,334 | -120 | N/A | 4 | N/A |
| 9/30/2018 | 1,251 | -99 | N/A | 184 | N/A |
| 6/30/2018 | 1,189 | -90 | N/A | 246 | N/A |
| 3/31/2018 | 1,131 | -108 | N/A | 216 | N/A |
| 12/31/2017 | 1,077 | -94 | N/A | 258 | N/A |
| 9/30/2017 | 1,022 | -41 | N/A | 216 | N/A |
| 6/30/2017 | 965 | -43 | N/A | 154 | N/A |
| 3/31/2017 | 906 | -177 | N/A | 57 | N/A |
| 12/31/2016 | 847 | -220 | N/A | 9 | N/A |
| 9/30/2016 | 788 | -223 | N/A | -46 | N/A |
| 6/30/2016 | 741 | -256 | N/A | -54 | N/A |
| 3/31/2016 | 703 | -138 | N/A | 40 | N/A |
| 12/31/2015 | 645 | -149 | N/A | 23 | N/A |
| 9/30/2015 | 568 | -134 | N/A | 51 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (41.2% al año) de ZG es superior a la tasa de ahorro (3.7%).
Beneficios vs. Mercado: Se prevé que los beneficios (41.2% al año) de ZG crezcan más rápidamente que el mercado US (16.8% al año).
Beneficios de alto crecimiento: Se espera que los beneficios de ZG crezcan significativamente en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (10.8% al año) de ZG crezcan más despacio que el mercado de US (12.9% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 10.8% al año) de ZG crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de ZG sea baja dentro de 3 años (13.1%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/11 21:21 |
| Precio de las acciones al final del día | 2026/08/11 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Zillow Group, Inc. está cubierta por 48 analistas. 29 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Jeffrey Meuler | Baird |
| Trevor Young | Barclays |
| Mark May | Barclays |