Zillow Group, Inc.

NasdaqGS:ZG Stok Raporu

Piyasa değeri: US$8.3b

Zillow Group Gelecekteki Büyüme

Future kriter kontrolleri 4/6

Zillow Group kazanç ve gelirin sırasıyla yıllık 36.5% ve 11.8% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 37% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 16% olacağı tahmin edilmektedir.

Anahtar bilgiler

36.5%

Kazanç büyüme oranı

37.04%

EPS büyüme oranı

Real Estate kazanç büyümesi27.1%
Gelir büyüme oranı11.8%
Gelecekteki özkaynak getirisi16.05%
Analist kapsamı

Good

Son güncelleme22 May 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • 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.
Analiz Makalesi • 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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Yeni Anlatı • 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?
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
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Yeni Anlatı • 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
Seeking 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 Alpha
Seeking 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 Alpha

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:ZG - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20283,7854868531,03813
12/31/20273,37033270786029
12/31/20262,97919956466329
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
3/31/20203,415-401-271-165N/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
6/30/2015480-124N/A33N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: ZG 'nin tahmini kazanç büyümesi (yıllık 36.5% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: ZG şirketinin kazançlarının (yıllık 36.5% ) US pazarından (yıllık 16.8% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: ZG şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: ZG şirketinin gelirinin (yıllık 11.8% ) US pazarından (yıllık 11.7% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: ZG şirketinin gelirinin (yıllık 11.8% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: ZG 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 16 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/24 14:02
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Zillow Group, Inc. 49 Bu analistlerden 29, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Jeffrey MeulerBaird
Trevor YoungBarclays
Mark MayBarclays