Zillow Group (ZG) Aperçu de l'action
Zillow Group, Inc. exploite une application et un site web immobiliers qui mettent en relation les consommateurs avec des technologies, des agents immobiliers, des conseillers en crédit et des solutions numériques aux États-Unis. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 3/6 |
| Performances passées | 2/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
ZG Community Fair Values
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Analyst Price Targets
Zillow Group, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$30.25 |
| Plus haut sur 52 semaines | US$81.53 |
| Plus bas sur 52 semaines | US$29.03 |
| Bêta | 1.98 |
| Variation sur 1 mois | -17.75% |
| Variation sur 3 mois | -1.01% |
| Variation sur 1 an | -61.31% |
| Variation sur 3 ans | -31.72% |
| Variation sur 5 ans | -66.79% |
| Évolution depuis l'introduction en bourse | 153.70% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Sep 17
ZG: Rentals Syndication Resolution Will Offset Housing And Listing Access Headwinds
Zillow Group's updated analyst fair value moves from $62.86 to $47.23 as analysts factor in lower revenue growth expectations, a reduced future P/E assumption, and mixed legal and regulatory developments that include both easing FTC overhangs and fresh risks around Multiple Listing Service data access. Analyst Commentary Recent research on Zillow Group highlights a mix of constructive and cautious views.
Mise à jour du récit • Sep 03
ZG: Regulatory Clarity In Rentals Will Support Portal Leadership And Margins
Zillow Group's analyst fair value estimate has been reduced from about $95.67 to roughly $69.23, as analysts weigh slower expected revenue growth, a lower assumed future P/E, and ongoing questions around competition and the Preferred agent model against reduced regulatory overhang from the FTC settlement and improving profit margin assumptions. Analyst Commentary Recent Street research on Zillow Group shows a split view.Recent updates
Mise à jour du récit • Sep 17
ZG: Rentals Syndication Resolution Will Offset Housing And Listing Access Headwinds
Zillow Group's updated analyst fair value moves from $62.86 to $47.23 as analysts factor in lower revenue growth expectations, a reduced future P/E assumption, and mixed legal and regulatory developments that include both easing FTC overhangs and fresh risks around Multiple Listing Service data access. Analyst Commentary Recent research on Zillow Group highlights a mix of constructive and cautious views.Mise à jour du récit • Sep 03
ZG: Regulatory Clarity In Rentals Will Support Portal Leadership And Margins
Zillow Group's analyst fair value estimate has been reduced from about $95.67 to roughly $69.23, as analysts weigh slower expected revenue growth, a lower assumed future P/E, and ongoing questions around competition and the Preferred agent model against reduced regulatory overhang from the FTC settlement and improving profit margin assumptions. Analyst Commentary Recent Street research on Zillow Group shows a split view.
Mise à jour du récit • Aug 18
ZG: Portal Scale Will Face Google Competition And Mounting Legal Scrutiny
The fair value estimate for Zillow Group has been revised to $32.00 from $34.00 as analysts trim price targets and factor in softer growth assumptions, higher discount rates, and execution risks around the Preferred agent model, despite recent Q2 upside surprises. Analyst Commentary Recent research on Zillow Group points to a more cautious tone, even after Q2 results that came in above expectations.Seeking Alpha • Aug 11
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 AlphaMise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Nouveau récit • 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?Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Nouveau récit • 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 AlphaRendement pour les actionnaires
| ZG | US Real Estate | US Marché | |
|---|---|---|---|
| 7D | -10.6% | -3.4% | -0.1% |
| 1Y | -61.3% | -27.2% | 11.9% |
Rendement vs Industrie: ZG a sous-performé le secteur US Real Estate qui a rapporté -27.2 % au cours de l'année écoulée.
Rendement vs marché: ZG a sous-performé le marché US qui a rapporté 11.9 % au cours de l'année écoulée.
Volatilité des prix
| ZG volatility | |
|---|---|
| ZG Average Weekly Movement | 7.6% |
| Real Estate Industry Average Movement | 7.1% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.1% |
| 10% least volatile stocks in US Market | 2.9% |
Cours de l'action stable: ZG n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de ZG ( 8% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2004 | 7,232 | Jeremy Wacksman | www.zillow.com |
Zillow Group, Inc. exploite une application et un site web immobiliers qui mettent en relation les consommateurs avec des technologies, des agents immobiliers et des conseillers en crédit, ainsi que des solutions numériques aux États-Unis. L'entreprise exerce ses activités dans quatre segments : Résidentiel, Crédits immobiliers, Locations et Autres. Le segment Résidentiel comprend des services destinés aux agents immobiliers et des logiciels, ainsi que des solutions de commercialisation de constructions neuves et les produits StreetEasy destinés à la vente.
Zillow Group, Inc. Résumé des fondamentaux
| ZG statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$6.72b |
| Bénéfices(TTM) | US$55.00m |
| Recettes(TTM) | US$2.81b |
123.7x
Ratio P/E2.4x
Ratio P/SLe site ZG est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| ZG compte de résultat (TTM) | |
|---|---|
| Recettes | US$2.81b |
| Coût des recettes | US$762.00m |
| Marge brute | US$2.05b |
| Autres dépenses | US$1.99b |
| Les revenus | US$55.00m |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 0.24 |
| Marge brute | 72.88% |
| Marge bénéficiaire nette | 1.96% |
| Ratio dettes/capitaux propres | 10.8% |
Quelles ont été les performances à long terme de ZG?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/21 14:55 |
| Cours de l'action en fin de journée | 2026/09/18 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Zillow Group, Inc. est couverte par 48 analystes. 29 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Jeffrey Meuler | Baird |
| Trevor Young | Barclays |
| Mark May | Barclays |