Zillow Group, Inc.

NASDAQ•Z

CEO: Mr. Richard N. Barton

セクター: Communication Services

業種: Internet Content & Information

上場日: 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.

連絡先情報

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

206-470-7000

www.zillowgroup.com

時価総額

$11.10B

PER (TTM)

482.2

32.5

配当利回り

52週高値

$93.88

52週安値

$41.91

52週レンジ

順位61Top 91.5%

2.0

F-Score

改良版 Piotroski 分析

10年ファンダメンタル

弱い • 2 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$654.00M+0.00%

直近4四半期の推移

EPS

$0.01+0.00%

直近4四半期の推移

フリーCF

$44.00M+0.00%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

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.

リスク要因

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.

見通し

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.

同業比較

売上高 (TTM)

RCI

$21.71B

+5.4%

BCE

$17.50B

+0.2%

OMC

$17.27B

+10.1%

粗利益率 (最新四半期)

PINS

82.8%

+0.6pp

72.8%

-3.3pp

TLK

67.3%

-0.3pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
OMC	$26.99B	-368.6	-0.9%	23.5%
VIV	$26.20B	22.3	9.0%	24.1%
BCE	$24.67B	5.2	32.0%	51.3%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

3.0%

緩やかな成長

4四半期純利益CAGR

-27.9%

収益性の低下

キャッシュフロー安定性

100%

優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年5月5日

EPS:-

売上高:-

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし