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ZG

Zillow Group NasdaqGS:ZG Stock Report

Last Price

US$33.38

Market Cap

US$8.2b

7D

10.4%

1Y

-73.2%

Updated

28 Jun, 2022

Data

Company Financials +
ZG fundamental analysis
Snowflake Score
Valuation2/6
Future Growth3/6
Past Performance0/6
Financial Health4/6
Dividends0/6

ZG Stock Overview

Zillow Group, Inc., a digital real estate company, operates real estate brands on mobile applications and Websites in the United States.

Rewards

Earnings are forecast to grow 32.84% per year

Risk Analysis

No risks detected for ZG from our risk checks.

Zillow Group Competitors

Price History & Performance

Summary of all time highs, changes and price drops for Zillow Group
Historical stock prices
Current Share PriceUS$33.38
52 Week HighUS$124.90
52 Week LowUS$28.76
Beta1.48
1 Month Change-18.67%
3 Month Change-34.78%
1 Year Change-73.21%
3 Year Change-29.62%
5 Year Change-31.36%
Change since IPO179.95%

Recent News & Updates

May 30

Insider Weekends: Management Of Technology Companies Continue Selling

Insiders scaled back their buying after three weeks of elevated buying. Despite the huge declines in their stock, insiders continue to sell. Last week, we also saw 7 different insiders of DoorDash, including the CFO and General Counsel, sell stock.

May 02
Here's Why Zillow Group (NASDAQ:ZG) Can Afford Some Debt

Here's Why Zillow Group (NASDAQ:ZG) Can Afford Some Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

Shareholder Returns

ZGUS Real EstateUS Market
7D10.4%3.6%1.7%
1Y-73.2%-51.5%-20.4%

Return vs Industry: ZG underperformed the US Real Estate industry which returned -51.4% over the past year.

Return vs Market: ZG underperformed the US Market which returned -18.8% over the past year.

Price Volatility

Is ZG's price volatile compared to industry and market?
ZG volatility
ZG Average Weekly Movement11.3%
Real Estate Industry Average Movement8.4%
Market Average Movement8.0%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.2%

Stable Share Price: ZG is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 11% a week.

Volatility Over Time: ZG's weekly volatility (11%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
20046,549Rich Bartonhttps://www.zillowgroup.com

Zillow Group, Inc., a digital real estate company, operates real estate brands on mobile applications and Websites in the United States. The company operates through three segments: Homes; Internet, Media & Technology; and Mortgages. The Homes segment is involved in resale of homes; and title and escrow services to home buyers and sellers, including title search procedures for title insurance policies, escrow, and other closing services.

Zillow Group Fundamentals Summary

How do Zillow Group's earnings and revenue compare to its market cap?
ZG fundamental statistics
Market CapUS$8.18b
Earnings (TTM)-US$563.78m
Revenue (TTM)US$11.19b

0.7x

P/S Ratio

-14.6x

P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
ZG income statement (TTM)
RevenueUS$11.19b
Cost of RevenueUS$9.30b
Gross ProfitUS$1.89b
Other ExpensesUS$2.45b
Earnings-US$563.78m

Last Reported Earnings

Mar 31, 2022

Next Earnings Date

n/a

Earnings per share (EPS)-2.29
Gross Margin16.86%
Net Profit Margin-5.04%
Debt/Equity Ratio52.8%

How did ZG perform over the long term?

See historical performance and comparison
We’ve recently updated our valuation analysis.

Valuation

Is ZG undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Below Fair Value

  • Significantly Below Fair Value

  • PEG Ratio

Key Valuation Metric

Which metric is best to use when looking at relative valuation for ZG?

Other financial metrics that can be useful for relative valuation.

ZG key valuation metrics and ratios. From Price to Earnings, Price to Sales and Price to Book to Price to Earnings Growth Ratio, Enterprise Value and EBITDA.
Key Statistics
Enterprise Value/Revenue0.6x
Enterprise Value/EBITDA-54.4x
PEG Ration/a

Price to Sales Ratio vs Peers

How does ZG's PS Ratio compare to its peers?

ZG PS Ratio vs Peers
The above table shows the PS ratio for ZG vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyPSEstimated GrowthMarket Cap
Peer Average0.6x
JLL Jones Lang LaSalle
0.7x30.3%US$8.8b
EXPI eXp World Holdings
0.4x21.4%US$1.8b
CBRE CBRE Group
0.8x7.1%US$23.5b
CWK Cushman & Wakefield
0.3x5.3%US$3.4b
ZG Zillow Group
0.7x-18.7%US$8.2b

Price-To-Sales vs Peers: ZG is expensive based on its Price-To-Sales Ratio (0.7x) compared to the peer average (0.6x).


Price to Earnings Ratio vs Industry

How does ZG's PE Ratio compare vs other companies in the US Real Estate Industry?

Price-To-Sales vs Industry: ZG is good value based on its Price-To-Sales Ratio (0.7x) compared to the US Real Estate industry average (1.3x)


Price to Sales Ratio vs Fair Ratio

What is ZG's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

ZG PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio0.7x
Fair PS Ratio0.8x

Price-To-Sales vs Fair Ratio: ZG is good value based on its Price-To-Sales Ratio (0.7x) compared to the estimated Fair Price-To-Sales Ratio (0.8x).


Share Price vs Fair Value

What is the Fair Price of ZG when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: ZG ($33.38) is trading above our estimate of fair value ($21.66)

Significantly Below Fair Value: ZG is trading above our estimate of fair value.


Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate ZG's PEG Ratio to determine if it is good value.


Discover undervalued companies

Future Growth

How is Zillow Group forecast to perform in the next 1 to 3 years based on estimates from 21 analysts?

Future Growth Score

3/6

Future Growth Score 3/6

  • Earnings vs Savings Rate

  • Earnings vs Market

  • High Growth Earnings

  • Revenue vs Market

  • High Growth Revenue

  • Future ROE


32.8%

Forecasted annual earnings growth

Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: ZG is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (1.9%).

Earnings vs Market: ZG is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: ZG is expected to become profitable in the next 3 years.

Revenue vs Market: ZG's revenue is expected to decline over the next 3 years (-18.7% per year).

High Growth Revenue: ZG's revenue is forecast to decline over the next 3 years (-18.7% per year).


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: ZG's Return on Equity is forecast to be low in 3 years time (14.9%).


Discover growth companies

Past Performance

How has Zillow Group performed over the past 5 years?

Past Performance Score

0/6

Past Performance Score 0/6

  • Quality Earnings

  • Growing Profit Margin

  • Earnings Trend

  • Accelerating Growth

  • Earnings vs Industry

  • High ROE


-22.9%

Historical annual earnings growth

Earnings and Revenue History

Quality Earnings: ZG is currently unprofitable.

Growing Profit Margin: ZG is currently unprofitable.


Past Earnings Growth Analysis

Earnings Trend: ZG is unprofitable, and losses have increased over the past 5 years at a rate of 22.9% per year.

Accelerating Growth: Unable to compare ZG's earnings growth over the past year to its 5-year average as it is currently unprofitable

Earnings vs Industry: ZG is unprofitable, making it difficult to compare its past year earnings growth to the Real Estate industry (116.4%).


Return on Equity

High ROE: ZG has a negative Return on Equity (-11.74%), as it is currently unprofitable.


Discover strong past performing companies

Financial Health

How is Zillow Group's financial position?

Financial Health Score

4/6

Financial Health Score 4/6

  • Short Term Liabilities

  • Long Term Liabilities

  • Debt Level

  • Reducing Debt

  • Stable Cash Runway

  • Forecast Cash Runway

Financial Position Analysis

Short Term Liabilities: ZG's short term assets ($4.8B) exceed its short term liabilities ($1.2B).

Long Term Liabilities: ZG's short term assets ($4.8B) exceed its long term liabilities ($1.8B).


Debt to Equity History and Analysis

Debt Level: ZG has more cash than its total debt.

Reducing Debt: ZG's debt to equity ratio has increased from 14.5% to 52.8% over the past 5 years.


Balance Sheet


Cash Runway Analysis

For companies that have on average been loss making in the past we assess whether they have at least 1 year of cash runway.

Stable Cash Runway: ZG has sufficient cash runway for more than 3 years based on its current free cash flow.

Forecast Cash Runway: Insufficient data to determine if ZG has enough cash runway if its free cash flow continues to grow or shrink based on historical rates.


Discover healthy companies

Dividend

What is Zillow Group current dividend yield, its reliability and sustainability?

Dividend Score

0/6

Dividend Score 0/6

  • Notable Dividend

  • High Dividend

  • Stable Dividend

  • Growing Dividend

  • Earnings Coverage

  • Future Dividend Coverage

Dividend Yield vs Market

Notable Dividend: Unable to evaluate ZG's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate ZG's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Stability and Growth of Payments

Stable Dividend: Insufficient data to determine if ZG's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if ZG's dividend payments have been increasing.


Earnings Payout to Shareholders

Earnings Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.


Cash Payout to Shareholders

Cash Flow Coverage: Unable to calculate sustainability of dividends as ZG has not reported any payouts.


Discover strong dividend paying companies

Management

How experienced are the management team and are they aligned to shareholders interests?

3.7yrs

Average management tenure


CEO

Rich Barton (53 yo)

17.42yrs

Tenure

US$20,955,934

Compensation

Mr. Richard N. Barton, also known as Rich, served as Independent Director at Altimeter Growth Corp. and Grab. He serves as a Director of Altimeter Growth Corp. 2 since January 6, 2021, until March 25, 2022...


CEO Compensation Analysis

Compensation vs Market: Rich's total compensation ($USD20.96M) is above average for companies of similar size in the US market ($USD8.23M).

Compensation vs Earnings: Rich's compensation has increased whilst the company is unprofitable.


Leadership Team

Experienced Management: ZG's management team is considered experienced (3.7 years average tenure).


Board Members

Experienced Board: ZG's board of directors are seasoned and experienced ( 17.1 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Zillow Group, Inc.'s employee growth, exchange listings and data sources


Key Information

  • Name: Zillow Group, Inc.
  • Ticker: ZG
  • Exchange: NasdaqGS
  • Founded: 2004
  • Industry: Real Estate Services
  • Sector: Real Estate
  • Implied Market Cap: US$8.177b
  • Shares outstanding: 246.31m
  • Website: https://www.zillowgroup.com

Number of Employees


Location

  • Zillow Group, Inc.
  • 1301 Second Avenue
  • Floor 31
  • Seattle
  • Washington
  • 98101
  • United States

Listings


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2022/06/28 00:00
End of Day Share Price2022/06/28 00:00
Earnings2022/03/31
Annual Earnings2021/12/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.