Stock AnalizZillow Group, Inc. ZG
Business Services · IPO 2011 · data as of November 13, 2026
Zillow Group, Inc. (ZG) is a consumer discretionary company listed in the US with a market value of about $6.8B. In the twelve months to September 30, 2026 it had revenue of $2.9B and net income of -$113M, a net margin of -4.0%.
Its overall Stock Analiz score is 1.6 out of 5 (weak). The strongest part is financial health (4/5); the weakest is value (0/5).
Key numbers: a price to free cash flow of 24.8, 5-year revenue growth of 10% a year, a 5-year average ROIC of -1%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 69% below the current price.
Score: 1.6 / 5
Checks passed
- Revenue growth above 10% last year
- Profit margin improving
- Strong R&D investment or growth above 20%
- 5-year revenue growth above 8% a year
- More cash than debt, or low debt to equity
- Positive free cash flow
- Debt below 3 years of free cash flow
- Liabilities below 60% of assets
Checks not passed
- P/E below 25
- P/E below the industry median
- P/FCF below 20
- Price below intrinsic value (DCF, moderate assumptions)
- PEG below 1.5
- 3-year revenue growth above 10% a year
- 3-year free cash flow growth above 10% a year
- 5-year EPS growth above 10% a year
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.9B | $2.6B | $2.2B | $1.9B | $2.0B | $2.1B | $1.6B | $2.7B | $1.3B | $1.1B | $847M |
| Net income | -$113M | $23M | -$112M | -$158M | -$101M | -$528M | -$162M | -$305M | -$120M | -$94M | -$220M |
| Free cash flow | $274M | $235M | $285M | $219M | $4.4B | -$3.3B | $338M | -$679M | -$62M | $191M | -$53M |
| EPS (diluted) | $-0.52 | $0.09 | $-0.48 | $-0.68 | $-0.42 | $-2.02 | $-0.70 | $-1.48 | $-0.61 | $-0.51 | $-1.22 |
| Net margin | -4.0% | 0.9% | -5.0% | -8.1% | -5.2% | -24.8% | -10.0% | -11.1% | -9.0% | -8.8% | -26.0% |
| ROIC | — | -0.6% | -2.8% | -3.4% | -1.2% | 2.7% | 1.2% | -4.1% | -2.5% | -2.7% | -5.2% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 21 analysts is $39.62, 32% above the current price; targets range from $26.00 to $70.00; the consensus rating is “Buy”; expected EPS is $1.91 for the fiscal year ending December 31, 2026.
Frequently asked questions
Is Zillow Group stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 69% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does Zillow Group pay a dividend?
Not currently.
Is Zillow Group a good stock to buy?
We do not give buy or sell advice. Zillow Group scores 1.6 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
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Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.