Zillow Group (ZG) 주식 개요
Zillow Group은 미국에서 소비자와 기술, 중개인 및 대출 담당자, 디지털 솔루션을 연결하는 부동산 애플리케이션 및 웹사이트를 운영합니다. 자세히 보기
강점
위험 분석
우리의 위험 점검에서 ZG에 대한 위험이 감지되지 않았습니다.
ZG Community Fair Values
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Analyst Price Targets
Zillow Group, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$36.88 |
| 52주 최고가 | US$90.22 |
| 52주 최저가 | US$35.11 |
| 베타 | 2.04 |
| 1개월 변동 | -19.93% |
| 3개월 변동 | -18.80% |
| 1년 변동 | -43.50% |
| 3년 변동 | -16.35% |
| 5년 변동 | -68.82% |
| IPO 이후 변동 | 209.31% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.분석 기사 • 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 AlphaRecent updates
내러티브 업데이트 • 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.분석 기사 • 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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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?내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • May 30
There's Reason For Concern Over Zillow Group, Inc.'s (NASDAQ:ZG) Price
When close to half the companies in the Real Estate industry in the United States have price-to-sales ratios (or "P/S...
새로운 내러티브 • 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 AlphaSeeking 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 AlphaSeeking Alpha • May 03
Zillow Group: Strong Rental Growth May Offset Possible Slowdown In Residential
Summary Zillow Group's stock has declined almost -20% since my first coverage, confirming my sell rating at the time. Share performance has been volatile, reaching an all-time high in 2021 but declining since then as high interest rate environment continued to present headwinds. Strong rental performance may continue to accelerate growth. I upgrade Zillow Group to a buy rating with a 1-year price target of $45. Read the full article on Seeking AlphaSeeking Alpha • Feb 22
Zillow Group Earnings: Firing On All Cylinders In Q4
Summary Zillow Group continues to perform strongly, beating revenue expectations in 4Q23 and showing strong performance across all segments. I still see potential for significant upside in the stock price. Zillow's market share gains and strategic initiatives, such as CRM integration and Listing Showcase enhancements, contribute to its industry leadership and positive outlook. Read the full article on Seeking Alpha주주 수익률
| ZG | US Real Estate | US 시장 | |
|---|---|---|---|
| 7D | -3.1% | -0.2% | 1.0% |
| 1Y | -43.5% | -8.0% | 28.7% |
수익률 대 산업: ZG은 지난 1년 동안 -8%의 수익을 기록한 US Real Estate 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: ZG은 지난 1년 동안 28.7%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| ZG volatility | |
|---|---|
| ZG Average Weekly Movement | 6.6% |
| Real Estate Industry Average Movement | 6.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: ZG는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: ZG의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2004 | 7,058 | Jeremy Wacksman | www.zillow.com |
Zillow Group은 미국에서 소비자와 기술, 중개인 및 대출 기관, 디지털 솔루션을 연결하는 부동산 애플리케이션 및 웹사이트를 운영합니다. 이 회사는 네 가지 카테고리로 운영됩니다: 주거, 모기지, 임대 및 기타. 주거 부문에는 에이전트 및 소프트웨어뿐만 아니라 신규 건설 마케팅 솔루션과 판매용 제품인 StreetEasy가 포함됩니다.
Zillow Group, Inc. 기초 지표 요약
| ZG 기초 통계 | |
|---|---|
| 시가총액 | US$8.43b |
| 순이익 (TTM) | US$61.00m |
| 매출 (TTM) | US$2.69b |
138.3x
주가수익비율(P/E)3.1x
주가매출비율(P/S)ZG는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| ZG 손익계산서 (TTM) | |
|---|---|
| 매출 | US$2.69b |
| 매출원가 | US$718.00m |
| 총이익 | US$1.98b |
| 기타 비용 | US$1.91b |
| 순이익 | US$61.00m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 0.27 |
| 총이익률 | 73.34% |
| 순이익률 | 2.27% |
| 부채/자본 비율 | 7.6% |
ZG의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 09:44 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Zillow Group, Inc.는 49명의 분석가가 다루고 있습니다. 이 중 29명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jeffrey Meuler | Baird |
| Trevor Young | Barclays |
| Mark May | Barclays |