Added to YB: 2025-09-04
Pitch date: 2025-07-15
ZG [bullish]
Zillow Group, Inc.
-38.99%
current return
Author Info
No bio for this author
Company Info
Zillow Group operates a real estate application and website that connects consumers with technology, agents and loan officers, and digital solutions in the United States.
Market Cap
$10.4B
Pitch Price
$74.64
Price Target
158.00 (+247%)
Dividend
N/A
EV/EBITDA
108.76
P/E
481.11
EV/Sales
3.71
Sector
Real Estate Management and Development
Category
growth
Zillow Group, Inc. - $ZG
ZG: Dominant US real estate portal (>120mm MAUs) transitioning to 'super app' model taking 35-40% commission splits vs. selling leads. Enhanced Markets rolled to 43 markets (54% TTV), guiding $1b incremental revenue on flat housing. CEO targets $5b revenue/45% EBITDA margin, GAAP profitable 2025. Housing at GFC-low 3% turnover; rebound could drive outsized gains. Trades 35x 2021 EBIT vs RMV at 21x. Competition struggles (CSTR spent $1b+ on Homes.com with minimal traction). Bull case: double or triple on housing recovery + Flex scaling. Bear: execution risk, SBC burden.
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