Zillow Group, Inc.

NASDAQ•Z

CEO: Mr. Richard N. Barton

Sector: Communication Services

Industry: Internet Content & Information

Listing Date: 2015-08-03

Zillow Group, Inc. operates real estate brands in mobile applications and Websites in the United States. The company offers premier agent and rentals marketplaces, new construction marketplaces, advertising, display advertising, and business technology solutions, as well as dotloop and floor plans. It also provides mortgage originations and the sale of mortgages, and advertising to mortgage lenders and other mortgage professionals; and title and escrow services. In addition, the company's brand portfolio includes Zillow Premier Agent, Zillow Home Loans, Zillow Rentals, Trulia, StreetEasy, HotPads, and Out East; and a suite of marketing software and technology solutions for the real estate industry, including ShowingTime+, Spruce, and Follow Up Boss. Zillow Group, Inc. was incorporated in 2004 and is headquartered in Seattle, Washington.

Contact Information

1301 Second Avenue, Floor 36, Seattle, WA, 98101, United States

206-470-7000

www.zillowgroup.com

Market Cap

$10.74B

P/E (TTM)

469.5

36.5

Dividend Yield

52W High

$93.88

52W Low

$39.05

52W Range

10%

Rank61Top 91.5%

2.0

F-Score

Modified Piotroski Analysis

Based on 10-year fundamentals

Weak • 2 / 9 points

Scoring Range (0-9)

8-9: Excellent Value

6-7: Strong Fundamentals

4-5: Average Quality

0-3: Weak Performance

Data Period: 2016-2025

Financial Dashboard

Q4 2025 Data

Revenue

$654.00M+0.00%

4-Quarter Trend

EPS

$0.01+0.00%

4-Quarter Trend

FCF

$44.00M+0.00%

4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Net Income Turns Profitable Net income $23M in 2025 versus net loss of $(112)M in 2024; 121% positive swing reported.

Total Revenue Increased 16% Total revenue reached $2.58B in 2025, up $347M from $2.24B in 2024, showing strong top-line growth.

Rentals Revenue Surged 39% Rentals revenue increased $177M to $630M in 2025, driven by multifamily growth and higher visitor engagement.

Mortgage Origination Volume Up Total loan origination volume grew 52% to $4.75B in 2025, supporting strong growth in purchase mortgages.

Risk Factors

Macroeconomic Housing Instability Business impacted by unstable economy, high interest rates, low housing inventory, and inflationary conditions affecting transactions.

Regulatory and Litigation Exposure Faces scrutiny from lawsuits, settlements, and evolving rules, including NAR Settlement changes impacting commission structures.

Data Integrity and Cybersecurity Threats Risk of security control compromise or data breaches threatening customer trust and potentially causing legal liability.

Partner Spending Volatility Risk Harm possible if real estate partners reduce spending due to perceived lower ROI or changes in industry practices.

Outlook

Technology Innovation Focus Rapidly innovating technology, applying AI, and expanding Enhanced Markets to deliver fully integrated transaction experiences.

Expanding Nationwide Rentals Building nationwide rentals marketplace, aiming for increased listings, better cost transparency, and enhanced renter experience.

Scaling Agent Programs Expect Zillow Preferred and Zillow Pro memberships to expand, providing growth tools for high-performing agent partners.

Strong Financial Position Maintained Reported GAAP profitability in 2025, maintaining strong cash position to fund strategy and ongoing business investments.

Peer Comparison

Revenue (TTM)

OMC

$19.82B

+25.9%

BCE

$17.50B

+0.2%

RCI

$16.09B

+7.5%

Gross Margin (Latest Quarter)

PINS

82.8%

+0.6pp

72.8%

-3.3pp

TLK

67.3%

-0.3pp

Key Metrics

Symbol	Market Cap	P/E (TTM)	ROE (TTM)	Debt to Assets
VIV	$25.36B	20.5	9.0%	24.1%
OMC	$23.81B	249.5	0.8%	23.0%
TWLO	$22.43B	217.1	1.3%	0.8%

Long-Term Trends

Last 4 Quarters

Revenue

Net Income

Operating Cash Flow

4Q Revenue CAGR

3.0%

Moderate Growth

4Q Net Income CAGR

-27.9%

Declining Profitability

Cash Flow Stability

100%

Strong Cash Flow

Deep Research

Next earnings:May 5, 2026

EPS:-

Revenue:-

Financials

Earnings Calls

Reports

News

Income Statement

Balance Sheet

Cash Flow Statement

Ratios

% Chg.

Income Statement	LTM

No Data