Revenue segments as reported by the company.

Homes

Residential

Rentals

Other

Mortgages

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Technology & Development

Impairment costs

Acquisition-related costs

Integration costs

Restructuring costs

Impairment and restructuring costs

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Zillow

Zillow Group, Inc. engages in the provision of real estate and home-related information marketplaces on mobile and the web. It operates through the following segments: Internet, Media & Technology (IMT), Homes and Mortgages segment. The IMT segment includes premier agent, rentals and new construction marketplaces, as well as dotloop, display and other advertising and business software solutions. The Homes segment includes Zillow Group's buying and selling of homes directly. The Mortgages segment includes advertising sold to mortgage lenders and other mortgage professionals, mortgage originations through MLOA and the sale of mortgages on the secondary market, as well as Mortech mortgage software solutions. The company was founded by Richard N. Barton and Lloyd D. Frink in December 2004 and is headquartered in Seattle, WA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Zillow exits iBuying, reports strong Q4 earnings, eyes growth pillars

Zillow Group's strategic shift towards increasing customer transaction share and building a housing super app reflects a commitment to innovation and growth in a challenging market environment.
Despite short-term challenges and market uncertainties, Zillow's strong financial performance in Q4 and strategic outlook for Q1 position the company for long-term success and market leadership.
By focusing on customer-centric strategies, product innovations, and revenue diversification, Zillow aims to drive share growth, enhance customer experience, and solidify its position in the real estate market.

Zillow beats Q1 expectations, eyes growth in AI and loans

Zillow Group's Q1 performance exceeded expectations, with strong revenue and EBITDA figures.
The company's focus on AI, real-time touring, and Zillow Home Loans presents growth opportunities.
Challenges include market forecast declines and the need to enhance lead conversion strategies.
Opportunities lie in leveraging Premier Agents, real-time touring, and improving the digital mortgage experience.

Zillow surpasses Q2 revenue expectations, eyes AI and market expansion

Zillow's Q2 2023 earnings call highlighted robust financial performance, strategic investments in technology, and market share gains across key segments. The company's focus on innovation, partnerships, and operational efficiencies positions it well to navigate challenges and capitalize on growth opportunities in the real estate industry.

Zillow reports robust Q3 revenue growth amidst industry challenges

Zillow's Q3 performance showcased revenue growth and strategic acquisitions, underscoring its resilience in the face of industry challenges.
Despite facing lawsuits and market uncertainties, Zillow's strong position, unique assets, and growth strategies position it well for future opportunities.
Challenges in commission transparency, mortgage rates, and financial optimization require careful management, but Zillow's proactive stance and market strengths offer avenues for growth.
Opportunities in market transitions, service enhancements, product expansion, and Rentals business growth provide avenues for Zillow to capitalize on evolving real estate dynamics.

Zillow reports strong Q4 earnings, eyes double-digit growth in 2024

Zillow's Q4 performance reflects revenue growth, operational strengths, and strategic positioning for future expansion.
While facing challenges in integration and cost management, Zillow is poised for double-digit growth in 2024 with a focus on key opportunities.
The company's emphasis on real-time touring, rental growth, and product integration underscores its commitment to innovation and market leadership.

Zillow exceeds Q1 expectations, eyes double-digit growth and tech innovation

Zillow's Q1 performance reflects strong revenue growth, operational efficiency, and a positive outlook for 2024, driven by strategic initiatives and market focus.
The company's strengths lie in consumer-centric solutions, Rentals business growth, and innovative technologies enhancing customer engagement and sales.
Challenges include market dynamics impacting first-time homebuyers, the need for continued innovation, and effective management of rental properties.
Opportunities for Zillow include growth pillars like Rentals and Listing Showcase, market expansion, and leveraging technology for enhanced customer experiences.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Zillow Group, Inc. engages in the provision of real estate and home-related information marketplaces on mobile and the web. The company was founded by Richard N. Barton and Lloyd D. Frink in December 2004 and is headquartered in Seattle, WA.

The heavy selling pressure might have exhausted for Zillow (Z) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.

Down -9.79% in 4 Weeks, Here's Why Zillow (Z) Looks Ripe for a Turnaround

SEATTLE, Oct. 15, 2024 /PRNewswire/ -- Zillow Group, Inc. (Nasdaq: Z and ZG) today announced it will release third-quarter 2024 financial results after market close on Wednesday, Nov. 6, 2024. The company will host a webcast and conference call to discuss its results that afternoon at 2 p.m. PT / 5 p.m. ET.

Zillow Group to Announce Third-Quarter 2024 Results Nov. 6

Zillow's adjusted EBITDA margin is expected to expand to 23% this year and potentially reach 25% by 2025. Assuming a 12% topline growth next year, Zillow's EBITDA could hit $650 million, making its stock priced at 22x forward EBITDA. This valuation presents a fair entry point for new investors, though it's not the most attractive investment currently available.

Zillow: Growing Profits, One Listing At A Time

Kennedy-Wilson Holdings

Investors interested in stocks from the Real Estate - Operations sector have probably already heard of Kennedy-Wilson (KW) and Zillow (Z). But which of these two stocks is more attractive to value investors?

KW or Z: Which Is the Better Value Stock Right Now?

In a bid to help real estate agents make their online listings more appealing, Zillow Group announced the acquisition of Virtual Staging AI, a startup founded last year that uses AI to create virtual furniture and decorations.

Zillow Group acquires VSAI, a virtual staging tool that adds furniture to real estate listings

First Street just launched a suite of climate risk data for every for-sale property listed on Zillow. Each for-sale listing on Zillow now displays First Street risk scores for flood, fire, wind, air and heat.

Zillow adds climate risk data to home listings as threats rise

Lower interest rates gave a boost to the real estate platform.

Why Zillow Group Stock Gained 15% in September

The housing market could be in for a recovery, and this is one of the biggest beneficiaries.

After the Federal Reserve's Rate Cut, This Stock Is Set to Soar

The rate cuts are in — and the CE 100 Index has taken note.  This past week, the Federal Reserve cut its benchmark Fed Funds rate by 0.5% — the first such move in four years.

CE 100 Gains 2.7% as Lower Mortgage Rates Send Porch, Zillow Higher

Investors are betting that a big Fed rate-cutting cycle will lower costs for homebuyers and loosen up the real estate market. Zillow would benefit from growing home sales volumes.

Why Zillow Stock Skyrocketed This Week

Netflix

The Federal Reserve slashed the federal funds rate by 50 basis points last week, and there could be further cuts before the end of 2024. Companies tied to the real estate sector in addition to those sensitive to consumer spending could benefit.

Fed Rate Cut: 2 Growth Stocks to Buy Right Now

Zillow Group, Inc. Z shares are trading higher after Wedbush upgraded the stock from Neutral to Outperform and raised its price target from $50 to $80.

Zillow Upgraded, Analyst Predicts Strong Growth With Lower Mortgage Rates On The Horizon

Zillow Group (Z) is well positioned to benefit from lower U.S. mortgage rates, Wedbush analysts said Monday.

Zillow Poised To Reap Benefits of Lower Mortgage Rates, Wedbush Says

Zillow stock jumped on an upgrade from Wedbush, which expects lower rates and strong software services to boost sales.

Zillow Stock Builds On Breakout After Upgrade. Analyst Sees Positives Beyond Falling Rates.

Zillow Group Inc (NASDAQ:Z) is one of the best stocks on the Nasdaq this morning, last seen up 3.2% to trade at $61.58, and earlier hitting a new two-year high of $61.71.

Real Estate Stock Soars on Upgrade, Rate-Cut Buzz

Zillow Group, Inc. (NASDAQ: Z) saw a notable upgrade today from Wedbush, with the investment firm raising its rating to “Outperform” from “Neutral” and significantly increasing its price target to $80 from the previous $50.

Wedbush upgrades Zillow to ‘Outperform' with $80 price target: should you buy?

Zillow's stock rallied toward a more than two-year high Monday, as falling mortgage rates and rental revenue strength prompted Wedbush analyst Jay McCanless to turn bullish on the provider of real estate information and brokerage services.

Zillow's stock surges as analyst says start buying as mortgage rates fall

KE Holdings

Investors looking for stocks in the Real Estate - Operations sector might want to consider either KE Holdings Inc. Sponsored ADR (BEKE) or Zillow (Z). But which of these two stocks presents investors with the better value opportunity right now?

BEKE vs. Z: Which Stock Is the Better Value Option?

Insulet

Upstart Holdings

Intuit

The Nasdaq 100 closed higher by over 400 points during Wednesday's session. Investors, meanwhile, focused on some notable insider trades.

Upstart, Insulet And 2 Other Stocks Executives Are Selling

Zillow Group Inc. (NASDAQ:Z ) Goldman Sachs Communacopia + Technology Conference September 9, 2024 6:45 PM ET Company Participants Jeremy Hofmann - Chief Financial Officer Conference Call Participants Mike Ng - Goldman Sachs Mike Ng Great. Well, thank you, everybody.

Zillow Group Inc. (Z) Presents at Goldman Sachs Communacopia + Technology Conference (Transcript)

CBRE Group

Vanguard Real Estate ETF

Investors may think that home prices are the only way to play the real estate sector, whether by investing in physical property or crowdfunding platforms that allow retail investors to tap into the income and appreciation potential from owning a share in a portfolio of properties. However, there are other lateral plays that offer a much better risk-to-reward ratio.

3 Stocks to Watch as Home Prices Reach a New All-Time High

Paycom Software

B&G Foods

The Nasdaq 100 closed sharply lower during Tuesday's session. Investors, meanwhile, focused on some notable insider trades.

Paycom Software And 2 Other Stocks Executives Are Selling

SEATTLE , Sept. 3, 2024 /PRNewswire/ -- Zillow Group, Inc. (Nasdaq: Z and ZG), which is transforming the way people buy, sell, rent and finance homes, today announced that it will present at the Goldman Sachs Communacopia + Technology Conference on Sept.

Zillow Group to present at Goldman Sachs Communacopia + Technology Conference

Opendoor

Property technology stocks have had a rough ride in the past few years as the industry has faced stiff competition, weak demand because of high interest rates, and a tough regulatory decision that has changed how people buy homes in the US.

Proptech stocks analysis: Zillow Group vs Opendoor

Tulloss oversees Zillow's agent sales team, which provides real estate agents advertising and software solutions to power their businesses SEATTLE , Aug. 22, 2024 /PRNewswire/ -- Zillow Group, Inc. (Nasdaq: Z and ZG), which is transforming the way people buy, sell, rent and finance homes, today announced Soumya Tulloss has joined as senior vice president of agent sales, doubling down on the Company's commitment to help real estate agents power their business with Zillow.  Zillow Group's purpose is to make home a reality for more and more people.

News for Zillow Stock (Z)