Zillow Group, Inc.

NasdaqGS:ZG 株式レポート

時価総額：US$7.6b

Zillow Group 将来の成長

Future 基準チェック /36

Zillow Group利益と収益がそれぞれ年間41.1%と10.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に13.1% 41.7%なると予測されています。

主要情報

41.1%

収益成長率

41.74%

EPS成長率

Real Estate 収益成長25.9%
収益成長率10.8%
将来の株主資本利益率13.07%
アナリストカバレッジ

Good

最終更新日07 Aug 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
Seeking Alpha • May 07

Zillow Group: AI Fears Are Misplaced

Summary Zillow Group is rated a buy, with the market underestimating its vertical integration and resilience to AI disruption. ZG outperformed the real estate industry in Q4, growing revenue 18% YoY and expanding comparable adjusted EBITDA margin to 27%. ZG’s revenue model is shifting from search to deep workflow integration, supporting a credible path to $5B revenue at 45% margins. Strong cost discipline, robust free cash flow, and significant share repurchases provide downside support and re-rating potential. Read the full article on Seeking Alpha
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
新しいナラティブ • 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?
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
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新しいナラティブ • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking Alpha • May 18

Zillow Group: Multiple Growth Catalysts, But Slowdown In Residential Is A Concern

Summary Zillow Group's 1Q24 earnings beat estimates, with revenue growing 13% to $529 million. The company has three major growth catalysts: agent solutions, expansion into new markets, and a strong Rentals segment. The potential slowdown in the Residential segment is a concern, but Zillow Group still has attractive upside potential. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:ZG - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20283,70047474095016
12/31/20273,30732265178629
12/31/20262,95113549859127
6/30/20262,81055220388N/A
3/31/20262,69361297464N/A
12/31/20252,58323101368N/A
9/30/20252,483-32149418N/A
6/30/20252,388-62215484N/A
3/31/20252,305-81183452N/A
12/31/20242,236-112257428N/A
9/30/20242,156-133222392N/A
6/30/20242,071-141125296N/A
3/31/20242,005-159170341N/A
12/31/20231,945-158189354N/A
9/30/20231,906-157191352N/A
6/30/20231,893-180289442N/A
3/31/20231,891-1351,0631,205N/A
12/31/20221,958-884,3644,504N/A
9/30/20222,058-104,0654,205N/A
6/30/20222,125591,0951,236N/A
3/31/20221,45075-153-26N/A
12/31/20212,132102-3,282-3,177N/A
9/30/20212,386142-3,376-3,288N/A
6/30/20212,493164-504-426N/A
3/31/20213,43253276363N/A
12/31/20201,6245314423N/A
9/30/20203,495-309692808N/A
6/30/20203,583-414340454N/A
3/31/20203,415-401N/A-165N/A
12/31/20192,743-305N/A-612N/A
9/30/20192,164-302N/A-769N/A
6/30/20191,762-238N/A-443N/A
3/31/20191,488-169N/A-166N/A
12/31/20181,334-120N/A4N/A
9/30/20181,251-99N/A184N/A
6/30/20181,189-90N/A246N/A
3/31/20181,131-108N/A216N/A
12/31/20171,077-94N/A258N/A
9/30/20171,022-41N/A216N/A
6/30/2017965-43N/A154N/A
3/31/2017906-177N/A57N/A
12/31/2016847-220N/A9N/A
9/30/2016788-223N/A-46N/A
6/30/2016741-256N/A-54N/A
3/31/2016703-138N/A40N/A
12/31/2015645-149N/A23N/A
9/30/2015568-134N/A51N/A

アナリストによる今後の成長予測

収入対貯蓄率: ZGの予測収益成長率 (年間41.1% ) は 貯蓄率 ( 3.7% ) を上回っています。

収益対市場: ZGの収益 ( 41.1% ) はUS市場 ( 17.1% ) よりも速いペースで成長すると予測されています。

高成長収益: ZGの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: ZGの収益 ( 10.8% ) US市場 ( 13% ) よりも低い成長が予測されています。

高い収益成長: ZGの収益 ( 10.8% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: ZGの 自己資本利益率 は、3年後には低くなると予測されています ( 13.1 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/08/09 09:48
終値2026/08/07 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Zillow Group, Inc. 29 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。48

アナリスト機関
Jeffrey MeulerBaird
Trevor YoungBarclays
Mark MayBarclays