Zillow Group (ZG) Stock Analysis
Here is a fundamental analysis of Zillow Group (ZG), benchmarking its profitability, financial strength, dividend and valuation against its industry group peers.
Performance
Cumulative Growth
Trailing Returns
Performance at a Glance
| Metric | Current stock: ZG | Industry group median |
|---|---|---|
| 1-Year Return | -54.39% | 2.83% |
Risk
Drawdown
Risk at a Glance
| Metric | Current stock: ZG | Industry group median |
|---|---|---|
| 1-Year Volatility | 43.87% | 37.29% |
| Beta | 1.95 | 1.23 |
Company Profile
| Profile Item | ZG |
|---|---|
| Name | Zillow Group, Inc. |
| Country/Region | United States |
| GICS Sector | Real Estate |
| GICS Industry Group | Real Estate Management & Development |
| GICS Industry | Real Estate Management & Development |
| GICS Sub-Industry | Real Estate Services |
| Market Capitalization | 7.37 billion USD |
| Currency | USD |
| Exchange | Nasdaq |
| Listing Date | July 20, 2011 |
| Security Type | Common Stock |
Valuation
Price-to-Earnings Ratio (TTM)
Zillow Group (ZG) trades at P/E ratio of 128.88, in the richer earnings-multiple quartile for its industry. That premium needs support from growth, durable earnings, or stronger business quality.
ZG
Real Estate Management & Development industry group
128.88
Group distribution
- ZG
- 128.88
- Max
- 128.88
- Q3
- 128.31
- Median
- 39.38
- Q1
- 18.47
- Min
- 5.10
Largest peers
- CSGP
- 469.14
- COMP
- 429.50
- ZG
- 128.88
- FSV
- 40.38
- BEKE
- 38.39
- CBRE
- 30.46
- JLL
- 16.14
Price-to-Sales Ratio (TTM)
Zillow Group (ZG) trades at 2.74 on P/S ratio, roughly in the peer group’s normal range. The market is not making a strong cheap-or-rich statement about its revenue base.
ZG
Real Estate Management & Development industry group
2.74
Group distribution
- Max
- 13.64
- Q3
- 6.19
- ZG
- 2.74
- Median
- 1.71
- Q1
- 0.87
- Min
- 0.00
Largest peers
- CSGP
- 3.93
- ZG
- 2.74
- FSV
- 1.18
- CBRE
- 0.93
- COMP
- 0.77
- JLL
- 0.52
- BEKE
- 0.21
Price-to-Book Ratio (MRQ)
Zillow Group (ZG) trades at 1.59 on P/B ratio, roughly in line with the industry’s normal price-to-book range. Its balance sheet is not being priced at a clear discount or premium versus peers.
ZG
Real Estate Management & Development industry group
1.59
Group distribution
- Max
- 5.60
- Q3
- 4.19
- Median
- 1.91
- ZG
- 1.59
- Q1
- 1.07
- Min
- 0.41
Largest peers
- FSV
- 4.61
- CBRE
- 4.59
- COMP
- 2.27
- BEKE
- 1.99
- JLL
- 1.90
- CSGP
- 1.69
- ZG
- 1.59
Valuation at a Glance
| Metric | Current stock: ZG | Industry group median |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 128.88 | 39.38 |
| Price-to-Sales Ratio (TTM) | 2.74 | 1.71 |
| Price-to-Book Ratio (MRQ) | 1.59 | 1.91 |
| Free Cash Flow Yield | 3.87% | 3.48% |
Profitability
Return on Equity (TTM)
Zillow Group (ZG) posts ROE of 1.33%, roughly around the peer group’s normal range. Shareholders’ equity is producing a return that looks broadly typical for the industry.
ZG
Real Estate Management & Development industry group
1.33%
Group distribution
- Max
- 22.48%
- Q3
- 11.17%
- Median
- 3.95%
- ZG
- 1.33%
- Q1
- 0.30%
- Min
- -13.61%
Largest peers
- CBRE
- 15.60%
- JLL
- 12.43%
- FSV
- 11.24%
- BEKE
- 5.08%
- ZG
- 1.33%
- COMP
- 0.83%
- CSGP
- 0.30%
Net Profit Margin (TTM)
Zillow Group (ZG) keeps 2.27% of revenue as net profit, roughly in line with the peer group’s normal net margin range. Its full cost stack is taking a typical share of sales for the industry.
ZG
Real Estate Management & Development industry group
2.27%
Group distribution
- Max
- 21.64%
- Q3
- 9.72%
- Median
- 3.01%
- ZG
- 2.27%
- Q1
- 0.31%
- Min
- -0.35%
Largest peers
- BEKE
- 3.77%
- JLL
- 3.35%
- CBRE
- 3.11%
- FSV
- 2.92%
- ZG
- 2.27%
- CSGP
- 0.73%
- COMP
- 0.17%
Operating Profit Margin (TTM)
Zillow Group (ZG) turns 5.09% of revenue into operating profit, roughly in line with the peer group’s normal operating margin range. Its core cost structure looks typical for the industry.
ZG
Real Estate Management & Development industry group
5.09%
Group distribution
- Max
- 21.48%
- Q3
- 6.32%
- ZG
- 5.09%
- Median
- 2.97%
- Q1
- -5.10%
- Min
- -21.67%
Largest peers
- BEKE
- 6.74%
- ZG
- 5.09%
- FSV
- 3.66%
- JLL
- 3.29%
- CBRE
- 2.65%
- CSGP
- 0.33%
- COMP
- -5.70%
Profitability at a Glance
| Metric | Current stock: ZG | Industry group median |
|---|---|---|
| Return on Equity (TTM) | 1.33% | 3.95% |
| Return on Assets (TTM) | 0.15% | 1.16% |
| Net Profit Margin (TTM) | 2.27% | 3.01% |
| Operating Profit Margin (TTM) | 5.09% | 2.97% |
| Gross Profit Margin (TTM) | 73.34% | 41.95% |
Financial Strength
Current Ratio (MRQ)
Zillow Group (ZG) has current ratio of 2.29, in the healthier middle range for its industry. The short-term asset cushion looks balanced relative to peers rather than stretched thin.
ZG
Real Estate Management & Development industry group
2.29
Group distribution
- Max
- 5.67
- Q3
- 3.05
- ZG
- 2.29
- Median
- 1.83
- Q1
- 1.27
- Min
- 0.42
Largest peers
- ZG
- 2.29
- CSGP
- 2.20
- FSV
- 1.74
- BEKE
- 1.63
- JLL
- 1.12
- CBRE
- 1.08
- COMP
- 0.84
Debt-to-Equity Ratio (MRQ)
Zillow Group (ZG) has debt-to-equity ratio of 0.10, in the lower-leverage quartile for its industry. Borrowing is modest relative to equity compared with most peers, which can leave more flexibility through a cycle.
ZG
Real Estate Management & Development industry group
0.10
Group distribution
- Max
- 1.60
- Q3
- 1.04
- Median
- 0.45
- Q1
- 0.21
- ZG
- 0.10
- Min
- 0.10
Largest peers
- COMP
- 1.44
- CBRE
- 1.14
- FSV
- 0.72
- JLL
- 0.54
- BEKE
- 0.25
- CSGP
- 0.15
- ZG
- 0.10
Financial Strength at a Glance
| Metric | Current stock: ZG | Industry group median |
|---|---|---|
| Current Ratio (MRQ) | 2.29 | 1.83 |
| Debt-to-Equity Ratio (MRQ) | 0.10 | 0.45 |
| Net Debt / EBITDA | -3.24 | 3.64 |
Dividends
Dividend Yield (TTM)
Zillow Group (ZG) pays no dividend, leaving dividend yield at 0.00% this period. Shareholders may still receive value through reinvestment or buybacks, but there is no dividend income to compare here.
ZG
Real Estate Management & Development industry group
0.00%
Group distribution
- Max
- 2.41%
- Q3
- 1.43%
- ZG
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- BEKE
- 1.63%
- FSV
- 0.85%
- ZG
- 0.00%
- CBRE
- 0.00%
- JLL
- 0.00%
- CSGP
- 0.00%
- COMP
- 0.00%
Dividend Payout Ratio (TTM)
Zillow Group (ZG) paid no earnings out as dividends this period, leaving payout ratio at 0.00%. There is no dividend payout to size against earnings.
ZG
Real Estate Management & Development industry group
0.00%
Group distribution
- Max
- 43.71%
- Q3
- 31.65%
- ZG
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- BEKE
- 88.12%
- FSV
- 31.83%
- ZG
- 0.00%
- CBRE
- 0.00%
- JLL
- 0.00%
- CSGP
- 0.00%
- COMP
- 0.00%
Dividends at a Glance
| Metric | Current stock: ZG | Industry group median |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |